# Top Investment Firms in California Recommended Funding & Investment companies in California include DealPoint Merrill, Mandri Capital, VargasAndrews, Bend Law Group, Blakely Financial Services, Solganick & Co., First Pacific Bank, Rockpoint Legal Funding, Griffin Funding, Global Financial Consultants. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Investment Firms in California Ratings Updated: Jul 15, 2026 ### [DealPoint Merrill](https://clutch.co/profile/dealpoint-merrill) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 10% Financial Consulting - 40% Funding & Investment #### Company description DealPoint Merrill is a commercial real estate company with a strong focus on communication and marketing collaboration. The reviews highlight a successful partnership, with 100% of respondents praising their effective teamwork and the exceptional contributions of their communications director, Danielle. There are no suggested areas for improvement, indicating a high level of client satisfaction. [Visit Website](https://dealpointmerrill.com/) #### Communicative Clients consistently highlight DealPoint Merrill's exceptional communication skills, particularly praising Danielle for her responsiveness and support during collaborative events. One client noted her as a 'superstar' in communications and marketing, emphasizing her role in organizing successful partnerships. Overall, the sentiment regarding DealPoint Merrill's communicative approach is highly positive, with no identified areas for improvement in this regard. #### Experience in 1 industry DealPoint Merrill has demonstrated strong expertise in the real estate sector, particularly in commercial real estate. Feedback highlights their effective collaboration and communication skills, with Danielle being noted as a standout contributor in marketing and event management. The overall sentiment from industry partners is highly positive, emphasizing their capability to enhance trade show experiences and successful partnerships. Clients in the real estate industry can expect a dedicated and proficient team to support their project objectives. [Read All Reviews](https://clutch.co/profile/dealpoint-merrill?verified=true#reviews) ##### Real estate Experience DealPoint Merrill demonstrates significant expertise in the real estate sector, particularly in commercial real estate partnerships. Their collaboration with clients, exemplified by their work at the ICSC conference, highlights their strong communication and organizational skills. Client feedback underscores their responsiveness and effective teamwork, with specific praise for Danielle's multifaceted contributions. Overall, the sentiment reflects a highly positive experience, indicating that DealPoint Merrill is a strong candidate for businesses seeking impactful partnerships in the real estate industry. - 1 review for real estate industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Trade Show Planning & Marketing for Broker Listing Firm (5.0/5, Mar 9, 2021): A broker listing firm partnered with DealPoint Merrill to organize and showcase their booth for a trade show. [Read Full Review](https://clutch.co/go-to-review/dealpoint-merrill/91794) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients generally perceive DealPoint Merrill as providing excellent value for money, particularly highlighting their responsiveness and effective communication. One client noted the success of a collaborative event at the ICSC conference, crediting DealPoint Merrill for their support and teamwork. There were no mentions of dissatisfaction regarding costs, indicating a positive overall sentiment towards the company's pricing and value in delivering successful partnerships. [Read All Reviews](https://clutch.co/profile/dealpoint-merrill?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Mandri Capital](https://clutch.co/profile/mandri-capital) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Santa Monica, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Mandri Capital is a capital markets brokerage firm specializing in securing financing for real estate projects, including loans and equity investments. Approximately 100% of reviewers commend their exceptional project management and ability to deliver successful outcomes, with a 100% success rate in securing loans. Clients frequently praise their integrity, industry expertise, and strong network within the lending and investing community. [Visit Website](https://mandricapital.com/) #### Great project management Clients have consistently praised Mandri Capital for their exceptional project management skills. One client noted, 'Their project management is great,' highlighting their organized system for collecting necessary loan information. The seamless process, especially for complex tax returns, was emphasized as a significant advantage. Additionally, the integrity and dedication of the team, particularly Max, were commended, with clients feeling that Mandri Capital treats each deal with personal investment, contributing to their impressive success rate. #### Experience in 1 industry Mandri Capital excels in the real estate industry, particularly in financing projects through loans and equity investments. Clients commend their integrity, high success rate, and effective project management, highlighting their ability to navigate complex financial requirements. The firm is viewed as a trusted partner, capable of securing various types of financing, including construction and permanent loans. Overall, they are highly regarded in the real estate sector, making them a reliable choice for clients in need of capital solutions. [Read All Reviews](https://clutch.co/profile/mandri-capital?verified=true#reviews) ##### Real estate Experience Mandri Capital has garnered positive feedback within the real estate industry for its expertise in securing financing for diverse projects, including construction and apartment loans. Clients commend the firm for its integrity, personalized service, and high success rate in obtaining loans. With a thorough understanding of complex financial requirements, Mandri Capital effectively manages documentation and communication, making them a reliable partner in high-stakes situations. Their strong industry connections further enhance their capability to deliver favorable outcomes for real estate ventures. - 1 review for real estate industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Brokerage Services for Commercial Real Estate Company (5.0/5, Oct 19, 2021): Mandri Capital helps a real estate development firm secure short- and long-term loans and investors for their projects. They also collect relevant financial information and put together loan packages. [Read Full Review](https://clutch.co/go-to-review/mandri-capital/40742) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients express strong satisfaction with Mandri Capital's value for money, highlighting their high success rate in securing loans and the integrity of their service. One client noted a 100% success rate in obtaining financing, emphasizing the company's commitment and responsiveness to client needs. The overall sentiment reflects that Mandri Capital provides exceptional value, with clients feeling confident in referring others due to their trustworthy and effective approach. [Read All Reviews](https://clutch.co/profile/mandri-capital?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [VargasAndrews](https://clutch.co/profile/vargasandrews) #### 4.8 out of 5 star rating (2 reviews) - $10,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 10% Back Office Outsourcing - 10% Commercial Financing - 20% ERP Consulting and SI - 10% Funding & Investment - 5% HR Consulting - 15% IT Strategy Consulting - 10% Business Consulting - 5% Recruiting #### Company description VargasAndrews is a strategic consulting firm specializing in business and digital transformation, CRM refinement, and executive recruitment. Reviewers highlight the company's responsiveness, expertise in evolving technology needs, and thorough project management. Clients appreciate their role in shaping company culture and providing strategic guidance, with 100% of reviews noting their value in facilitating organizational growth and transformation. [Visit Website](https://vargasandrews.com) #### High-quality work Clients consistently commend VargasAndrews for delivering high-quality work, noting their thoroughness and value in project execution. One client highlighted their effective recruitment strategy and proactive project management, emphasizing the team's commitment to their organizational culture. Another remarked on the company's high-touch communication and accountability in meeting timelines. Despite minor initial challenges, clients appreciate VargasAndrews' responsiveness to feedback and their ability to adapt, reinforcing an overall sentiment of satisfaction with the quality of service provided. - Recruiting & Business Strategy for Automotive Battery Co. (5.0/5, Jan 8, 2021): VargasAndrews has given us a lot of value. They’ve recruited five people to our team. Their team also helps with interviews for some of our analysts and back office team members in Manila. They’re very reasonably priced compared to the market. What’s more, they’re very thorough. VargasAndrews has been helpful in finding the right experts and partners for us. They do their due diligence and manage the project. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/30759) #### Experience in 2 industries VargasAndrews demonstrates strong capabilities in the Information Technology and Automotive industries. Clients praise their responsiveness, expertise in digital transformations, and strategic recruitment efforts. In IT, they effectively refine CRM systems and facilitate organizational growth. In the Automotive sector, they support business and digital transformations, enhancing team dynamics and culture. Overall, their impact is marked by thorough project management and a commitment to client success, making them well-suited for companies undergoing significant changes. [Read All Reviews](https://clutch.co/profile/vargasandrews?verified=true#reviews) ##### Information technology Experience VargasAndrews has received positive feedback in the Information Technology sector, particularly for their expertise in CRM optimization and access management solutions. Clients highlight their responsiveness and deep understanding of technological needs during growth phases. The collaboration has resulted in improved data flows and intelligent resource hiring, indicating a strong impact on operational efficiency. However, clients desire swifter progress in project execution, suggesting potential areas for enhancement. - 1 review for information technology industry - $10,000 – $49,000 avg. project cost - HR & IT Services for Access Management Platform (4.5/5, Feb 3, 2021): VargasAndrews recruited a CFO for an access management platform. They are also refining the Zoho CRM functionality of the client. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/56113) ##### Other Industry Experience VargasAndrews demonstrates significant expertise in the Other Industry sector, particularly in business and digital transformation. Clients commend their thorough project management, high-touch communication, and commitment to company culture enhancement. The VP at Ramcar Batteries highlighted their effective recruitment strategies and proactive support, noting that VargasAndrews goes beyond consulting to actively shape client environments. While minor organizational challenges were noted, the overall sentiment is highly positive, indicating their strong fit for clients seeking transformative assistance. - 1 review for other industry industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Recruiting & Business Strategy for Automotive Battery Co. (5.0/5, Jan 8, 2021): VargasAndrews provides strategy consulting services for an automotive battery manufacturer. They're assisting in a business and digital transformation, utilizing Microsoft Office 365 and handling recruiting. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/30759) #### 4.5 out of 5.0 rating for cost What Clients Have Said Clients have expressed satisfaction with VargasAndrews' pricing, noting it as reasonable compared to market standards. One client highlighted their thoroughness and value, stating they received significant return on a $270,000 investment. Overall sentiment indicates a strong sense of value for money, with clients appreciating the company's responsiveness and commitment to delivering high-quality results, despite some areas for improvement in project clarity and speed of execution. [Read All Reviews](https://clutch.co/profile/vargasandrews?verified=true#reviews) - $10,000 to $49,000 (1 reviews) - $200,000 to $999,999 (1 reviews) --- ### [Bend Law Group](https://clutch.co/profile/bend-law-group) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Bend Law Group is a legal firm specializing in company formation, intellectual property, and contract drafting. Overall, 100% of reviewers highlight their expertise in navigating complex legal requirements and their adaptability in communication, with a noted improvement from initial delays to 24-hour response times. One review praises their dedication to understanding long-term business implications, despite a minor issue with communication regarding staffing changes. [Visit Website](http://www.bendlawoffice.com) #### Puts the customer first Bend Law Group demonstrates a strong customer-first approach, as evidenced by their commitment to understanding clients' long-term needs and providing timely support. One client noted, "They really want to understand us to make sure they’re setting us up for success years from now." Although initial communication delays were reported, the firm addressed these concerns effectively, ensuring responses within 24 hours. Overall, clients appreciate Bend Law Group's adaptability and dedication to client success. #### Experience in 1 industry Bend Law Group has demonstrated expertise in various industries, notably in online cremation services. Clients commend their proficiency in company formation, contract creation, and intellectual property guidance. Overall sentiment reflects a positive impact, particularly in navigating complex legal structures and ensuring long-term business success. The firm is recognized for its responsive communication and client-centered approach, making it suitable for startups and businesses seeking legal support in formation and compliance across diverse sectors. [Read All Reviews](https://clutch.co/profile/bend-law-group?verified=true#reviews) ##### Other Industry Experience Bend Law Group has demonstrated strong expertise in assisting clients within the Other Industry sector, particularly in company formation, contract creation, and compliance. Clients appreciate their thorough approach and commitment to long-term success, along with their adaptability to communication needs. While initial response times posed challenges, improvements have been made, enhancing overall client satisfaction. Their flexible billing structure also appeals to startups, making them a suitable partner for businesses seeking legal guidance in the Other Industry. - 1 review for other industry industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Legal Services for Online Cremation Services Company (5.0/5, Apr 12, 2022): A cremation services company hired Bend Law Group for legal services. They’ve helped register, trademark, and set up the corporation. They’ve written contracts, a privacy policy, and terms and conditions. [Read Full Review](https://clutch.co/go-to-review/bend-law-group/2715) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients generally view Bend Law Group as providing good value for money, particularly appreciating their flexible pricing structure of hourly rates and project quotes, which avoids the need for large retainers. One client noted spending around $20,000 for comprehensive services, highlighting that Bend Law Group exceeded initial expectations by offering additional support beyond company formation. However, some clients experienced communication delays early on, which were later addressed, indicating a commitment to improving client relations. [Read All Reviews](https://clutch.co/profile/bend-law-group?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Blakely Financial Services](https://clutch.co/profile/blakely-financial-services) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Stockton, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Blakely Financial Services is a financial advisory firm specializing in investment management, wealth, and succession planning. Reviews highlight their strong reliability and understanding of client goals, with a 100% positive sentiment regarding their performance. Clients commend their impressive project management and responsive communication, and there are no noted areas for improvement. [Visit Website](https://www.teamblakely.com/) #### Understands their clients' needs Blakely Financial Services has received positive feedback regarding their understanding of client needs. One client highlighted their effective communication and personalized approach, stating, 'Blakely understands our goals, so they’re great.' Their reliability was also praised, with the client noting, 'Every time I need them, they’re there.' Overall, the sentiment reflects a strong alignment with client expectations and satisfaction with the services provided. #### Experience in 1 industry Blakely Financial Services has demonstrated expertise primarily in the IT Services sector, providing financial advisory, investment management, and tax mitigation strategies. Clients commend their reliability, effective communication, and impressive returns on investments. Overall, feedback from the IT Services industry reflects a strong sentiment of satisfaction, highlighting Blakely's strengths in wealth planning and personalized service, making them a suitable partner for businesses seeking financial guidance in this sector. [Read All Reviews](https://clutch.co/profile/blakely-financial-services?verified=true#reviews) ##### IT Services Experience Blakely Financial Services is praised for their expertise in financial advisory, particularly in investment management and tax mitigation strategies for IT outsourcing companies. Clients highlight their impressive reliability and responsive communication, contributing to successful portfolio performance and positive ROI. The provider's deep understanding of client goals and personalized approach make them a strong candidate for businesses seeking comprehensive financial solutions within the IT Services sector. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Investment & Wealth Management for IT Outsourcing Company (5.0/5, Jan 31, 2022): An IT outsourcing company uses Blakely Financial Services to help them invest and trade in the stock market. The team also provides wealth management and succession planning services for the firm.  [Read Full Review](https://clutch.co/go-to-review/blakely-financial-services/128218) #### 4.5 out of 5.0 rating for cost What Clients Have Said Clients have expressed satisfaction with Blakely Financial Services' pricing structure, noting a reasonable investment of around $50,000 and an assessment fee of $600. The overall sentiment is positive, highlighting the strong return on investment and the company's reliability in delivering value. One client specifically mentioned that their investment portfolio is performing well, reinforcing the perception of good value for money. No significant concerns regarding pricing were raised. [Read All Reviews](https://clutch.co/profile/blakely-financial-services?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Solganick & Co.](https://clutch.co/profile/solganick-co) - $250,000+ minimum project size - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Commercial Financing - 25% Funding & Investment #### Company description Solganick & Co. Is a Commercial Financing company established in 2009. Their team offers Commercial Financing and Funding & Investment. [Visit Website](https://solganick.com) --- ### [First Pacific Bank](https://clutch.co/profile/first-pacific-bank) - 50 - 249 employees - Whittier, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company First Pacific Bank was founded in 2006. The midsize team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://www.firstpacbank.com/) --- ### [Rockpoint Legal Funding](https://clutch.co/profile/rockpoint-legal-funding) - 50 - 249 employees - El Segundo, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Funding & Investment - 20% Litigation Support Services #### Company description In El Segundo, California, Rockpoint Legal Funding is a Funding & Investment company. Founded in 2010, the team focuses on Funding & Investment and Litigation Support Services. [Visit Website](https://rockpointlegalfunding.com/) --- ### [Griffin Funding](https://clutch.co/profile/griffin-funding) - 10 - 49 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Griffin Funding, a Commercial Financing and Funding & Investment company, focuses on Commercial Financing and Funding & Investment. The agency is based in San Diego, California. [Visit Website](http://www.griffinfunding.com) --- ### [Global Financial Consultants](https://clutch.co/profile/global-financial-consultants) - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 5% Financial Consulting - 75% Funding & Investment - 20% Business Consulting #### Company description Based in San Francisco, California, Global Financial Consultants is a Funding & Investment company. Their services include Funding & Investment and Business Consulting. [Visit Website](https://www.blinx.biz/al-assets-bg-finance-group) --- ### [Altoma Real Estate Advisors, Inc.](https://clutch.co/profile/altoma-real-estate-advisors) - 10 - 49 employees - Capitola, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Altoma Real Estate Advisors, Inc. Is headquartered in Capitola, California. They specialize in Commercial Financing and Funding & Investment. [Visit Website](http://www.altoma.com) --- ### [Arixa Capital](https://clutch.co/profile/arixa-capital) - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Arixa Capital is a Commercial Financing and Funding & Investment company based in Los Angeles, California. Launched in 2006, the team provides Commercial Financing and Funding & Investment. [Visit Website](http://www.arixacapital.com) --- ### [Truebluepartners](https://clutch.co/profile/truebluepartners) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - San Francisco Bay Area, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Truebluepartners is a Commercial Financing and Funding & Investment company established in 2014. The company specializes in Commercial Financing and Funding & Investment, and is small. [Visit Website](https://truebluepartners.com/) --- ### [SWISH FUNDING, LLC](https://clutch.co/profile/swish-funding) - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description SWISH FUNDING, LLC is a small Funding & Investment company founded in 2021. Their services include Funding & Investment. [Visit Website](https://swishfunding.com/v6) --- ### [EB-5 Choice](https://clutch.co/profile/eb-5-choice) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 15% Financial Advising & Planning - 45% Funding & Investment - 40% Immigration Law #### Company description EB-5 Choice is a Funding & Investment company. The San Francisco, California-based agency was launched in 2023. Their team focuses on Funding & Investment and Immigration Law. [Visit Website](https://www.eb-5choice.com/) --- ### [TaliMar Financial](https://clutch.co/profile/talimar-financial) - $250,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description TaliMar Financial, a Commercial Financing and Funding & Investment company, focus on Commercial Financing and Funding & Investment. They were founded in 2008. [Visit Website](https://talimarfinancial.com/) --- ### [Allied Commercial Funding Corporation](https://clutch.co/profile/allied-commercial-funding-corporation) - 2 - 9 employees - Agoura Hills, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Allied Commercial Funding Corporation is a Commercial Financing and Funding & Investment company. Established in 1993, their team offers Commercial Financing and Funding & Investment. [Visit Website](https://alliedcommercialfunding.com/) --- ### [OneRay - OneTrust Home Loans](https://clutch.co/profile/oneray-onetrust-home-loans) - 2 - 9 employees - Fresno, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company OneRay - OneTrust Home Loans was established in 1994. The team provides Commercial Financing and Funding & Investment. [Visit Website](https://OneRay.com) --- ### [California Private Lenders](https://clutch.co/profile/california-private-lenders) - 2 - 9 employees - Calabasas, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description California Private Lenders is a Commercial Financing and Funding & Investment company. Launched in 2011, the agency offers Commercial Financing and Funding & Investment. [Visit Website](http://www.cplenders.com) --- ### [Azzet Capital](https://clutch.co/profile/azzet-capital) - 10 - 49 employees - Beverly Hills, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Funding & Investment #### Company description Funding & Investment company Azzet Capital was founded in 2025. The small team focuses on Funding & Investment. [Visit Website](https://azzetcapital.com) --- ### [Economic Development Collaborative](https://clutch.co/profile/economic-development-collaborative) - 10 - 49 employees - Camarillo, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 20% Financial Advising & Planning - 10% Financial Consulting - 20% Funding & Investment - 30% Business Consulting #### Company description Established in 2001, Economic Development Collaborative is a Business Consulting company. The agency specializes in Business Consulting and Commercial Financing. [Visit Website](https://edcollaborative.com/) --- ### [Resurge](https://clutch.co/profile/resurge) - $10,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 10% Financial Consulting - 50% Fractional CFO Services - 15% Funding & Investment #### Company description Resurge is a small Los Angeles, California-based Fractional CFO Services company. Their services include Fractional CFO Services and Commercial Financing. [Visit Website](https://www.resurgeir.com/) --- ### [Pacific Direct Mortgage](https://clutch.co/profile/pacific-direct-mortgage) - 2 - 9 employees - Santa Rosa, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Funding & Investment #### Company description Pacific Direct Mortgage is a Santa Rosa, California-based Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment. [Visit Website](https://pacificdirectmortgage.com/) --- ### [First Financial Consulting](https://clutch.co/profile/first-financial-consulting-0) - 10 - 49 employees - Pasadena, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 20% Financial Consulting - 30% Funding & Investment #### Company description Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment. [Visit Website](https://firstfinancial.is/) --- ### [Emerge Global](https://clutch.co/profile/emerge-global) - 10 - 49 employees - Malibu, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Corporate Training & Coaching - 25% Funding & Investment - 50% Business Consulting #### Company description Emerge Global, a small Business Consulting company, is headquartered in Malibu, California. The team focuses on Business Consulting and Corporate Training & Coaching. [Visit Website](https://www.emergeglobal.us/) --- ### [Red Iron Group](https://clutch.co/profile/red-iron-group) - $250,000+ minimum project size - $300+ average hourly rate - 10 - 49 employees - Menlo Park, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Digital Strategy - 25% Funding & Investment - 25% Business Consulting - 25% Marketing Strategy #### Company description Red Iron Group is a Marketing Strategy company. The team provides Marketing Strategy and Digital Strategy, and the firm is located in Menlo Park, California. [Visit Website](https://redirongroup.com/) --- ### [Los Angeles Valuation Group, Inc. - Commercial and Residential appraisers Los Angeles](https://clutch.co/profile/los-angeles-valuation-group-commercial-residential-appraisers-los-angeles) - 2 - 9 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Brokerage Services - 25% Commercial Financing - 25% Funding & Investment #### Company description Los Angeles Valuation Group, Inc. - Commercial and Residential appraisers Los Angeles is a Commercial Brokerage Services company. Their team specializes in Commercial Brokerage Services. [Visit Website](https://lavaluationgroup.com) --- ### [Blackstone Commodity Group](https://clutch.co/profile/blackstone-commodity-group) - $10,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - Newport Beach, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Funding & Investment #### Company description Launched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing. [Visit Website](https://blackstonecommodity.com/) --- ### [Venture Plans LLC](https://clutch.co/profile/venture-plans) - $25,000+ minimum project size - $300+ average hourly rate - 10 - 49 employees - West Hollywood, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 20% Corporate Law - 20% Funding & Investment - 20% Business Consulting - 20% Marketing Strategy #### Company description Marketing Strategy company Venture Plans LLC was launched in 2016. The small team specializes in Marketing Strategy and Business Consulting. [Visit Website](https://www.ventureplans.us/) --- ### [Westcore Properties](https://clutch.co/profile/westcore-properties) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Westcore Properties is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment and are located in San Francisco, California. [Visit Website](https://www.westcore.net/) --- ### [George Smith Partners](https://clutch.co/profile/george-smith-partners) - 50 - 249 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description George Smith Partners, a Commercial Financing and Funding & Investment company, is located in Los Angeles, California. The team offers Commercial Financing and Funding & Investment. [Visit Website](http://www.gspartners.com) --- ### [Veritas Investments](https://clutch.co/profile/veritas-investments) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Veritas Investments is a midsize Commercial Financing and Funding & Investment company. They focus on Commercial Financing and Funding & Investment and were launched in 2007. [Visit Website](http://www.veritasinvestments.com/) --- ### [Whittier Trust Company](https://clutch.co/profile/whittier-trust-company) - 50 - 249 employees - South Pasadena, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Founded in 1989, Whittier Trust Company is a Commercial Financing and Funding & Investment company. The firm specializes in Commercial Financing and Funding & Investment, and is midsize. [Visit Website](https://www.whittiertrust.com/) --- ### [Stockbridge Capital Partners](https://clutch.co/profile/stockbridge-capital-partners) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Stockbridge Capital Partners is a Commercial Financing and Funding & Investment company. Established in 2003, the agency focuses on Commercial Financing and Funding & Investment. [Visit Website](http://stockbridge.com/) --- ### [Prime Finance](https://clutch.co/profile/prime-finance) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Midsize Commercial Financing and Funding & Investment company Prime Finance, is based in San Francisco, California. The team provides Commercial Financing and Funding & Investment. [Visit Website](http://www.primefinance.com/) --- ### [Green Street Advisors](https://clutch.co/profile/green-street-advisors) - 50 - 249 employees - Newport Beach, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Green Street Advisors is a midsize Commercial Financing and Funding & Investment company launched in 1985. Their team provides Commercial Financing and Funding & Investment. [Visit Website](http://www.greenstreetadvisors.com) --- ### [Brixmor Property Group](https://clutch.co/profile/brixmor-property-group) - 250 - 999 employees - Carlsbad, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Brixmor Property Group is a Commercial Financing and Funding & Investment company. They are in Carlsbad, California and have midsize team. They focus on Commercial Financing and Funding & Investment. [Visit Website](https://www.brixmor.com/) --- ### [Augusta Financial Inc.](https://clutch.co/profile/augusta-financial) - 50 - 249 employees - Stevenson Ranch, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Augusta Financial Inc. Was launched in 1995. In Stevenson Ranch, California, the team focuses on Commercial Financing and Funding & Investment. [Visit Website](https://augustafinancial.com/) --- ### [Bank of Southern California](https://clutch.co/profile/bank-southern-california) - 50 - 249 employees - Carlsbad, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Bank of Southern California is a Commercial Financing and Funding & Investment company launched in 2001. The agency provides Commercial Financing and Funding & Investment. [Visit Website](http://www.banksocal.com) --- ### [CDC Small Business Finance](https://clutch.co/profile/cdc-small-business-finance) - 50 - 249 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description CDC Small Business Finance is a Commercial Financing and Funding & Investment company. They provide Commercial Financing and Funding & Investment and are headquartered in San Diego, California. [Visit Website](https://cdcloans.com/) --- ### [Big Valley Mortgage](https://clutch.co/profile/big-valley-mortgage) - 50 - 249 employees - Roseville, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company Big Valley Mortgage was launched in 1990. The team specializes in Commercial Financing and Funding & Investment. [Visit Website](http://www.bigvalleymortgage.com) --- ### [Sierra Pacific Mortgage Company, Inc.](https://clutch.co/profile/sierra-pacific-mortgage-company) - 50 - 249 employees - Folsom, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Sierra Pacific Mortgage Company, Inc. Is a midsize Folsom, California-based Commercial Financing and Funding & Investment company. The team offers Commercial Financing and Funding & Investment. [Visit Website](http://www.sierrapacificmortgage.com) --- ### [Bank of the Sierra](https://clutch.co/profile/bank-sierra) - 50 - 249 employees - Porterville, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Bank of the Sierra, a Commercial Financing and Funding & Investment company, was established in 1977. The team specializes in Commercial Financing and Funding & Investment. [Visit Website](http://www.bankofthesierra.com) --- ### [Skyline Home Loans](https://clutch.co/profile/skyline-home-loans) - 50 - 249 employees - Calabasas, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Skyline Home Loans is a midsize Calabasas, California-based Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment. [Visit Website](http://www.skylinehomeloans.com) --- ### [Fresno Madera Farm Credit](https://clutch.co/profile/fresno-madera-farm-credit) - 50 - 249 employees - Fresno, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Fresno Madera Farm Credit is a midsize Fresno, California-based Commercial Financing and Funding & Investment company. Their services include Commercial Financing and Funding & Investment. [Visit Website](http://www.fmfarmcredit.com) --- ### [North American Title](https://clutch.co/profile/north-american-title) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Commercial Financing and Funding & Investment company North American Title was established in 1953. The midsize team specializes in Commercial Financing and Funding & Investment. [Visit Website](http://www.nat.com) --- ### [California Bank & Trust](https://clutch.co/profile/california-bank-trust) - 250 - 999 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description California Bank & Trust is a midsize Commercial Financing and Funding & Investment company based in San Diego, California. The team focuses on Commercial Financing and Funding & Investment. [Visit Website](http://www.calbanktrust.com) --- ### [California Mortgage Advisors, Inc.](https://clutch.co/profile/california-mortgage-advisors) - 50 - 249 employees - San Rafael, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description California Mortgage Advisors, Inc. Is a Commercial Financing and Funding & Investment company. Their team is in San Rafael, California and specializes in Commercial Financing and Funding & Investment. [Visit Website](http://www.calmtg.com) --- ### [Guild Mortgage](https://clutch.co/profile/guild-mortgage) - 250 - 999 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description Guild Mortgage is a Commercial Financing and Funding & Investment company. The company is located in San Diego, California. Their services include Commercial Financing and Funding & Investment. [Visit Website](http://www.guildmortgage.com) --- ### [CoastHills Credit Union](https://clutch.co/profile/coasthills-credit-union) - 50 - 249 employees - Lompoc, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Financing - 50% Funding & Investment #### Company description CoastHills Credit Union, a Commercial Financing and Funding & Investment company, is headquartered in Lompoc, California. Their services include Commercial Financing and Funding & Investment. [Visit Website](http://www.coasthills.coop) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. 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