William Allan Investment Advisors
Financial Planning in Long Beach, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 863 times
Contact Information
| Address | 100 Oceangate #1200 Long Beach, CA 90802 Map and directions |
|---|---|
| Phone | (800) 677-5309 |
| Website | willallan.com |
| Company page | |
| Category | Financial Planning · Financial planner, Financial consultant, Investment company, Investment service |
| Services | financial planning, advisory |
About William Allan Investment Advisors
William Allan Investment Advisors is a financial planning in Long Beach, California offering financial planning, and advisory. Early Google reviews give it a 5.0★ rating from 6 reviews. Its Google Business Profile is verified. The firm appears in the IRS return-preparer (PTIN) directory. Its 5.0★ rating is above the Long Beach average of 4.5★ across 228 rated firms.
Hours
| Monday | 8AM-4:30PM |
| Tuesday | 8AM-4:30PM |
| Wednesday | 8AM-4:30PM |
| Thursday | 8AM-4:30PM |
| Friday | 8AM-4:30PM |
| Saturday | Closed |
| Sunday | Closed |
Google rating breakdown5.0 · 6 reviews
5★6
4★0
3★0
2★0
1★0
Aggregate review counts from Google.
Details
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Restroom
- Recommends appointment
Questions about William Allan Investment Advisors
- Where is William Allan Investment Advisors located?
- William Allan Investment Advisors is located at 100 Oceangate #1200, Long Beach, CA 90802.
- What are William Allan Investment Advisors's hours?
- Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
- How do I contact William Allan Investment Advisors?
- You can reach William Allan Investment Advisors by phone at (800) 677-5309, and through its website.
- What services does William Allan Investment Advisors offer?
- William Allan Investment Advisors is categorized as a financial planning, offering financial planning, and advisory. Contact the firm to confirm current service offerings.
- Is William Allan Investment Advisors registered with the IRS?
- William Allan Investment Advisors appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.
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Update this listingListing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.