The 30 Best financial advisor in El Segundo, California

224 results found

Ivan Kan - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. As a seasoned professional in the finance industry, Ivan Kan provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a commitment to integrity and excellence, Ivan Kan and his team strive to empower individuals and families to make informed decisions about their financial future. Whether you are planning for retirement, saving for college, or investing for the long term, Ivan Kan - Financial Advisor is dedicated to providing tailored solutions to meet your unique needs.

Merrill Lynch Financial Advisor Rita Sethy, located at 2301 Rosecrans Avenue, El Segundo, California, is a finance institution dedicated to helping clients achieve their financial goals. Led by the husband-and-wife team of Rita and Viney Sethy, the RVS Group offers personalized financial planning and investment strategies for successful executives, entrepreneurs, and multi-generational families. With a focus on building long-term relationships, the team at RVS Group takes a holistic approach to wealth management, considering not only financial objectives but also personal values and aspirations. Through careful research and disciplined investment principles, the team aims to help clients navigate market fluctuations and achieve long-term financial success. In addition to wealth management services, the RVS Group also specializes in legacy planning, helping clients create a lasting impact for future generations. Recognized for their exemplary client service, the team at RVS Group is dedicated to providing tailored solutions and ongoing support to help clients reach their financial goals.

Merrill Lynch Financial Advisor Viney Sethy is a finance institution located at 2301 Rosecrans Avenue, Suite 3150, El Segundo, California, United States. Led by husband-and-wife duo, Rita and Viney Sethy, the RVS Group provides personalized financial advice to successful executives, entrepreneurs, and multiple generations of families. The team of seasoned advisors takes a detailed, multi-disciplinary approach to develop tailored strategies that align with clients' goals and values. With a focus on building long-term relationships, the RVS Group offers support in wealth management, legacy planning, and estate transfer strategies. The team is committed to helping clients navigate through financial decisions with a disciplined investment approach grounded in research and experience. Recognized for exemplary client service, the RVS Group has been featured in financial industry publications and by Bank of America Corporation. Whether you are a corporate executive with complex financial needs or a family looking to leave a lasting legacy, Merrill Lynch Financial Advisor Viney Sethy is dedicated to guiding you towards financial success and fulfillment.

LPL Financial is a leading finance institution located at 2381 Rosecrans Avenue in El Segundo, California, United States. With a focus on providing comprehensive financial services, LPL Financial offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or create a customized financial strategy, LPL Financial is committed to providing personalized and professional service to meet your needs.

UBS Financial Services Inc. in Manhattan Beach, CA offers private wealth management services to individuals and families looking to grow and protect their assets. Located at 2121 Rosecrans Avenue in El Segundo, California, this finance institution provides tailored investment strategies, retirement planning, estate planning, and more. With a team of experienced financial advisors, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.

Amaral Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 2121 Rosecrans Avenue in El Segundo, California, United States. Specializing in wealth management, they offer a wide range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Amaral Wealth Management - UBS Financial Services Inc. provides personalized investment strategies and top-notch customer service to ensure the success of their clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Amaral Wealth Management - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor Shawn Soroush is a reputable finance institution located at 2301 Rosecrans Avenue, Suite 3150, El Segundo, California, United States. With a focus on exemplary client service, Shawn Soroush has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024. With over two decades of experience, Shawn Soroush assists families, individuals, and business owners in developing long-term financial strategies tailored to their specific goals and priorities. By offering personalized attention and access to global resources, clients can count on Shawn Soroush to help them pursue financial success at every stage of life. With a deep commitment to community involvement and a personalized approach to financial planning, Shawn Soroush aims to help clients achieve their financial goals and navigate life changes with confidence. Whether planning for retirement, education, or wealth transfer, Shawn Soroush's mission is to understand each client's unique needs and provide tailored solutions to help them achieve financial success. With a focus on building strong client relationships based on trust and personalized service, Shawn Soroush and his team at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of the financial markets and achieve their goals. Contact Shawn Soroush today to start your journey towards financial success.

Wells Fargo Advisors is a leading financial institution located at 2321 Rosecrans Avenue in El Segundo, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Wells Fargo Advisors today to learn more about their personalized financial solutions and expert guidance.

Phil Hammitt is a highly experienced and trusted financial advisor at RBC Wealth Management located in El Segundo, California. With a focus on providing personalized financial solutions to help clients achieve their goals, Phil offers expert advice on investments, retirement planning, estate planning, and more. With a commitment to building long-lasting relationships based on trust and integrity, Phil Hammitt is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Visit us at 2361 Rosecrans Avenue to learn more about how Phil Hammitt and RBC Wealth Management can help you achieve your financial goals.

Ethan Mendelson - RBC Wealth Management Financial Advisor is a leading financial institution located at 2361 Rosecrans Avenue in El Segundo, California, United States. As a trusted advisor, Ethan Mendelson provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment management, Ethan Mendelson offers expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Contact Ethan Mendelson - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards a more secure financial future.

Bank of America Private Client Advisor Tiffany Lynne Barbara is a Senior Vice President and Private Client Advisor located at 2301 Rosecrans Avenue in El Segundo, California. With over three decades of experience in financial services, Tiffany is dedicated to serving the sophisticated wealth management needs of high-net-worth families, businesses, and family offices. Backed by a team of specialists and resources at Bank of America, Tiffany provides strategic guidance to help clients grow their businesses, manage risk, and plan for the future. She has a strong background in finance, holding an M.B.A from UCLA and the Certified Trust and Fiduciary Advisor designation. Tiffany is actively involved in various civic and charitable organizations in Southern California and is committed to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank takes the time to listen and learn about each client's unique needs and goals before creating customized wealth management strategies. With a focus on innovation and a personalized approach, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth and achieve their financial objectives. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.

Bank of America Private Client Advisor Stephanie Deur, located at 2321 Rosecrans Avenue, El Segundo, California, is a finance institution that offers personalized wealth management services. Stephanie Deur and her team take the time to truly understand your financial goals and interests before creating tailored strategies to meet your needs now and in the future. With over 200 years of experience, Bank of America Private Bank has been helping clients manage their wealth effectively. They combine a personalized approach with the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from Bank of America Private Client Advisor Stephanie Deur. The institution values innovation and continuously adapts to the changing financial landscape to provide clients with disciplined financial strategies. They prioritize the long-term financial well-being of their clients and strive to build lasting relationships.

Merrill Lynch Financial Advisor Michael Hardin, located at 2301 Rosecrans Avenue, Suite 3150 in El Segundo, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a focus on understanding each individual's priorities and aspirations, the institution works one-on-one with clients to develop a customized approach that aligns with their values and objectives. Through the Investment Personality Assessment, Merrill Lynch aims to gain a deeper understanding of each client's investing preferences, enabling them to create a financial plan that reflects their unique goals and priorities. By staying informed about changes in clients' lives and financial markets, the institution helps clients adjust their approach to stay on track towards achieving their objectives.

Ryan Narasaki is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 205 East El Segundo Boulevard in El Segundo, California. With a focus on providing personalized financial planning and investment solutions, Ryan helps clients achieve their long-term financial goals. As a trusted advisor, he offers comprehensive wealth management services to individuals and families, guiding them through the complexities of financial planning and investing. Contact Ryan Narasaki today to start planning for your financial future.

Donald Moulton - UBS Financial Services Inc. is a renowned finance institution located at 2121 Rosecrans Avenue in El Segundo, California, United States. With a strong reputation for providing top-notch financial services, Donald Moulton - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investment portfolio or plan for retirement, the experienced professionals at this institution are dedicated to helping you make informed decisions and secure your financial future.

Mark Sikorski - UBS Financial Services Inc. is a leading finance institution located at 2121 Rosecrans Avenue in El Segundo, California, United States. With a strong reputation for providing top-notch financial services, Mark Sikorski and his team offer personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your assets, UBS Financial Services Inc. has the expertise and resources to guide you every step of the way. Trust in Mark Sikorski and his team to provide you with the financial expertise and support you need to secure your financial future.

Vedran Kaluderovic - Private Wealth Advisor, Ameriprise Financial Services, LLC is a renowned finance institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. Specializing in providing personalized wealth management services, Vedran Kaluderovic is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Vedran Kaluderovic and his team offer comprehensive financial planning, investment management, retirement planning, and estate planning services tailored to each client's unique needs. Experience the expertise and personalized attention that Ameriprise Financial Services, LLC has to offer at their El Segundo location.

X and Y Advisors, Inc. is a finance institution located at 840 Apollo Street in El Segundo, California, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our advisors are here to help. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Merrill Lynch Financial Advisor James Fenton, located at 2301 Rosecrans Avenue, Suite 3150, El Segundo, California, is a finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, James Fenton works closely with clients to create a financial plan that addresses their current needs and future aspirations. By participating in the community and volunteering with local organizations, James Fenton embodies the Merrill tradition of serving the communities where they operate. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients can receive tailored advice and resources to help them achieve their financial goals. With a focus on understanding each client's unique situation and aspirations, James Fenton aims to provide guidance and support to help clients navigate the complexities of the financial markets and achieve their long-term objectives.

Onishi & Associates - Ameriprise Financial Services, LLC is a finance institution located at 205 East El Segundo Boulevard, El Segundo, California, United States. They offer personalized investment and asset allocation recommendations based on individual goals and risk tolerance. With regular progress reviews and updates, they help clients track their financial goals and adapt to life changes. Clients can easily access their investments and accounts from any device, securely. The institution provides a complimentary initial consultation to discuss financial planning concepts and goals. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can verify details on the advisor's personal website or FINRA's BrokerCheck website.

Joe Esparza - Prudential Financial is a trusted finance and insurance agency located at 100 North Sepulveda Boulevard in El Segundo, California, United States. With a commitment to providing personalized financial solutions and top-notch insurance products, Joe Esparza and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Joe Esparza - Prudential Financial is here to help you every step of the way. Contact them today to schedule a consultation and take control of your financial future.

Tae Kim - Prudential Financial is a reputable finance and insurance agency located at 222 North Pacific Coast Highway in El Segundo, California, United States. With a focus on providing top-notch financial services and insurance products, our dedicated team of professionals is committed to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Tae Kim - Prudential Financial is here to assist you every step of the way. Visit us today to learn more about how we can help secure your financial future.

Thomasson Financial is a leading finance institution located at 881 North Douglas Street in El Segundo, California, United States. With a team of experienced professionals, Thomasson Financial offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. Whether you are an individual looking to grow your wealth or a business seeking financial advice, Thomasson Financial is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

49 Financial is a finance institution located in Los Angeles, California, at 840 Apollo Street in El Segundo. Partner with our team of knowledgeable advisors to create a personalized financial plan that aligns with your unique goals. We believe in the philosophy that 'TWO ARE BETTER THAN ONE', and our team of dedicated advisors work together to simplify the complexities of financial planning so you can focus on what truly matters to you. Our values-based approach ensures that we understand your individual needs and circumstances, allowing us to provide you with tailored solutions and strategies that you can trust. We believe that financial success goes beyond just numbers, which is why we take the time to get to know you and your goals before creating a plan that fits your specific needs.

Primeview Capital/LPL Financial is a reputable financial institution located at 222 North Sepulveda Boulevard in El Segundo, California, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses manage their investments and achieve their financial goals. With a team of experienced professionals, Primeview Capital/LPL Financial offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you succeed in your financial endeavors.

All In One Tax Services, Inc. is a leading accounting and finance institution located at 222 North Sepulveda Boulevard in El Segundo, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, All In One Tax Services, Inc. is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about how they can assist you with all your accounting and finance needs.

Welcome to Prudential Advisors | Jeffrey P. Newitt, CFP®, ChFC®, CLU® – your trusted partner in financial planning and wealth management, conveniently located at 222 North Pacific Coast Highway, El Segundo, California. As a dedicated Certified Financial Planner™ and Chartered Financial Consultant®, Jeffrey P. Newitt brings a wealth of expertise and personalized service to help you achieve your financial goals. Our comprehensive range of financial services is designed to address your unique needs, whether you are planning for retirement, managing investments, or protecting your family's future. With a commitment to integrity and excellence, we provide tailored strategies and insightful guidance to help you navigate the complexities of financial planning with confidence.

Riley & Associates Employee Benefits & Insurance Services is a trusted health and insurance agency located at 400 Continental Boulevard in El Segundo, California, United States. With a team of experienced professionals, we specialize in providing comprehensive and personalized employee benefits and insurance solutions for individuals and businesses. Our mission is to help our clients navigate the complex world of insurance and ensure they have the coverage they need to protect their health and financial well-being. Contact us today to learn more about our services and how we can help you.

Urban Wealth Management Group is a leading finance institution located at 841 Apollo Street in El Segundo, California, United States. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building your financial future with Urban Wealth Management Group.

Hays Companies is a leading insurance agency located at 880 Apollo Street in El Segundo, California. With a strong presence in the United States, Hays Companies offers a wide range of insurance solutions for individuals and businesses. Their team of experienced professionals provides personalized service and expert advice to help clients protect their assets and mitigate risks. Whether you are looking for personal insurance coverage or comprehensive risk management solutions for your business, Hays Companies is dedicated to finding the right options to meet your needs. Contact them today to learn more about their services and how they can help you secure your future.