TOP 10 Banking services for high net worth in Beverly Hills, California

Bond Street Lenders of Beverly Hills is a prestigious finance institution located at 238 1/2 South Beverly Drive in the heart of Beverly Hills, California. Specializing in providing loans and financial services, this upscale store offers a range of lending options tailored to meet the unique needs of their affluent clientele. With a reputation for excellence and discretion, Bond Street Lenders is a trusted partner for those seeking financial solutions in the glamorous city of Beverly Hills.

Affluencer Financial Advisors is a prestigious finance institution located at 226 South Beverly Drive in the heart of Beverly Hills, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, we offer comprehensive financial services tailored to meet the unique needs of each client. Trust Affluencer Financial Advisors to guide you towards financial success and prosperity.

The Guterman Organization is a prestigious finance institution located at 8383 Wilshire Boulevard in Beverly Hills, California, United States. With a reputation for excellence and expertise in the financial industry, the Guterman Organization offers a wide range of financial services to clients, including wealth management, investment advisory, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit the Guterman Organization today to experience top-notch financial services in a luxurious setting.

Merrill Lynch Private Wealth Advisor Ryan Patrick Allen, located at 9595 Wilshire Boulevard in Beverly Hills, California, offers specialized services and industry-leading research to help clients stay ahead in managing their wealth. With a focus on personalized service and trust, the team at Merrill Private Wealth Management, led by Rebecca Rothstein, provides expertise in wealth management, tax minimization, and estate planning for affluent individuals, families, and institutions. The team, including Evan Rothstein, Herman Quispe, John Vukson, and Tim Leonard, offers a range of financial services, including investment analysis, asset allocation, lending, and insurance, to address the unique needs of high-net-worth clients. Jennifer, with her extensive operations experience, focuses on initial public offerings, insurance, and estate planning services. Recognized by top financial publications, the team at Merrill Lynch Private Wealth Advisor is dedicated to providing exceptional client service and helping clients achieve their wealth management goals.

Merrill Lynch Financial Advisor Maria G Sañudo is located at 9560 Wilshire Boulevard in Beverly Hills, California, United States. Maria has been with Merrill Lynch Wealth Management since 2010, specializing in developing tailored strategies for high-net-worth individuals, families, and businesses to pursue both short- and long-term goals. She leverages the investment insights of Merrill and the banking convenience of Bank of America to provide comprehensive financial advice. Maria is fluent in Spanish, French, German, and Portuguese, with a background in international business economics and French. She holds Series 7 and 66 FINRA registrations. Maria is dedicated to delivering excellent service, collaborating with clients' attorneys, accountants, and other advisors with their permission to offer holistic financial guidance. She is actively involved in the community through volunteering and fundraising for organizations such as Yoga Gives Back. Maria's approach focuses on understanding clients' goals and priorities, adapting their financial approach as life changes. She believes in developing personalized plans to help clients pursue their aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Maria works with clients to address their financial needs and achieve their goals. She regularly meets with clients to review progress and make adjustments as needed to stay on track. Maria is registered to do business in several states and offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management.

Merrill Lynch Financial Advisor Christopher Beckett, located at 9560 Wilshire Boulevard in Beverly Hills, California, is dedicated to helping clients achieve their financial goals with personalized service and care. The Beckett, O'Donnell & Ponder Group, part of Merrill Lynch Wealth Management, offers advice and guidance based on individual goals and priorities. With a focus on the investor, not just the market, the team designs goals-based financial strategies to help clients reach their most important objectives. By understanding each client's life and aspirations, the team recommends appropriate financial strategies to manage, grow, and preserve wealth, with access to investment insights and banking solutions. The group believes in ongoing conversations to track progress, adjust strategies, and address changing life circumstances. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients achieve their financial goals through personalized wealth management strategies.

Patrick Severo - RBC Wealth Management Financial Advisor is a trusted financial institution located at 9465 Wilshire Boulevard in Beverly Hills, California, United States. As a dedicated financial advisor, Patrick Severo offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Patrick Severo provides expert advice on investment strategies, retirement planning, and wealth preservation. Whether you are looking to grow your wealth or protect your assets, Patrick Severo - RBC Wealth Management Financial Advisor is committed to helping you secure a stable financial future.