TOP 10 Asset management in Palos Verdes Estates, California

9 results found

LA Liquidation and Estate Services is a finance institution located at 2325 Palos Verdes Drive West in Palos Verdes Estates, California. Specializing in liquidation and estate services, this institution helps individuals and families manage and maximize the value of their assets. Whether you are looking to downsize, settle an estate, or simply get rid of excess belongings, LA Liquidation and Estate Services offers professional guidance and support every step of the way. With their expertise and personalized approach, clients can trust that their financial matters are in good hands.

Lee Capital Management is a premier finance institution located at 43 Malaga Cove Plaza in Palos Verdes Estates, California. Specializing in wealth management and investment services, Lee Capital Management is committed to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals and a track record of success, Lee Capital Management is a trusted partner for individuals and businesses seeking to grow and protect their assets.

Welcome to Suzy Zimmerman - State Farm Insurance Agent! Located at 4010 Palos Verdes Drive North in Rolling Hills Estates, California, our insurance agency has been serving the Southern California community for over 15 years. Situated in the Academy Center Complex at the southwest corner of Crenshaw and Palos Verdes Drive North, we offer personalized insurance coverage and exceptional service to our clients. At Suzy Zimmerman State Farm, we can assist you with a variety of insurance needs, including Life, Auto Insurance, and more. Our team is dedicated to reviewing your coverage to ensure that all your needs are being met. Whether you're looking to update your Home, Condo, or Renters Insurance plan, or need help with hard-to-insure property via the CA Fair Plan, we are here to help.

Elena Arellano-Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West in Palos Verdes Estates, California. Conveniently situated in the Lunada Bay Patio Building next to the Park, Elena is a proud South Bay native with a background in Civil Engineering and an MBA from USC. As a State Farm agent, Elena helps individuals and families protect their assets, manage risks, and plan for their future financial needs. In addition to her professional pursuits, Elena is dedicated to her family and community, serving as a parent caregiver and actively participating in charitable initiatives. She is committed to building lasting relationships with her clients, understanding their unique circumstances, and offering exceptional service and support.

Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."

Lea Okamura is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 716 Yarmouth Road in Palos Verdes Estates, California. With a focus on providing personalized financial planning and investment management services, Lea helps clients achieve their financial goals and secure their futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lea Okamura is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Lea today to schedule a consultation and take the first step towards a secure financial future.

Welcome to Hilco Global, your trusted partner in financial solutions, located in the heart of Palos Verdes Estates, California. Situated at 716 Yarmouth Road, Hilco Real Estate Appraisal, we specialize in delivering comprehensive financial services tailored to meet the unique needs of our clients. As a leading firm in the finance industry, we pride ourselves on offering expert real estate appraisal services, innovative financial strategies, and personalized solutions to help you achieve your financial goals. Our team of experienced professionals is dedicated to providing exceptional service, ensuring transparency, and maintaining the highest standards of integrity in every transaction. Whether you're seeking real estate valuation, asset management, or strategic advisory services, Hilco Global is here to guide you every step of the way. Visit us today and discover how we can help you navigate the complex world of finance with confidence and success.

Welcome to First Foundation Bank, located at 36 Malaga Cove Plaza, Palos Verdes Estates, California 90274. As a trusted provider in the banking and finance industry, our Palos Verdes Estates branch is dedicated to offering personalized and comprehensive financial services to meet your unique needs. Whether you're seeking deposit and loan products, investment and advisory services, or trust and insurance solutions, First Foundation Bank has you covered. As a Member FDIC and Equal Housing Lender, we ensure your banking experience is secure and reliable. Our team of experts, including those from First Foundation Advisors, an SEC-Registered Investment Advisor, is here to guide you with tailored investment strategies and financial advice. Additionally, our First Foundation Insurance Services, holding license number #0H38553, offers a range of insurance solutions to protect your assets and loved ones.

Welcome to Farmers Insurance - Jonathan Axtell, your trusted local insurance agency in Palos Verdes Estates, California. Conveniently located at 2550 Vía Tejon, we are dedicated to helping you navigate the ever-changing landscape of insurance needs. As your local Farmers® agent, Jonathan Axtell is committed to providing you with personalized service to ensure you have the right coverage for your unique situation. Whether you're looking for auto, home, renters, business, or life insurance, we offer comprehensive solutions to protect what matters most to you. With years of experience as a Palos Verdes resident, Jonathan has the knowledge and expertise to guide you through the complexities of insurance policies and help you make informed decisions.