Charitable giving tax planning in Los Angeles, California

Pierre Tax and Wealth Management is a premier accounting and finance institution located at 1901 Avenue of the Stars in Los Angeles, California. Our team of experienced professionals specializes in providing comprehensive tax planning and wealth management services to individuals and businesses. With a focus on personalized solutions and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial future. Trust Pierre Tax and Wealth Management for expert advice and guidance in navigating the complexities of the financial world.

Thomas Clark Tax Services is a reputable accounting and finance institution located at 11755 Wilshire Boulevard in the vibrant city of Los Angeles, California, United States. With a team of experienced professionals, we provide top-notch tax services to individuals and businesses, ensuring compliance with all regulations and maximizing financial efficiency. Our commitment to excellence and personalized approach sets us apart as a trusted partner in managing your financial needs. Contact us today to experience the difference our expertise can make for you.

Gill Tax Group is a reputable accounting and finance institution located at 1801 Century Park East in Los Angeles, California. Our team of experienced professionals is dedicated to providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses. With a focus on personalized attention and expert guidance, we strive to help our clients achieve their financial goals and navigate the complexities of tax laws with ease. Contact us today to schedule a consultation and experience the difference that Gill Tax Group can make in your financial success.

Direct Source Tax Solutions is a finance institution located at 3700 Wilshire Boulevard in Los Angeles, California, United States. Specializing in tax services, they offer expert solutions for individuals and businesses looking to navigate the complex world of taxation. With a team of experienced professionals, Direct Source Tax Solutions provides personalized guidance and support to help clients maximize their tax savings and ensure compliance with all applicable laws and regulations. Whether you need help with tax planning, preparation, or resolution, this institution is dedicated to helping you achieve your financial goals.

DMG Tax Consulting is a leading finance institution located at 6320 Canoga Avenue in Los Angeles, California, United States. Specializing in tax consulting services, our team of experts are dedicated to helping individuals and businesses navigate the complex world of taxes. With a focus on providing personalized solutions and exceptional customer service, DMG Tax Consulting is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all of your tax consulting needs.

Welcome to Tureaud Estate Planning, your trusted partner in securing your financial future. Located conveniently at 6020 South Seabluff Drive in the heart of Los Angeles, California, we specialize in comprehensive estate planning services designed to provide peace of mind and financial security for you and your loved ones. At Tureaud Estate Planning, we understand that each client has unique needs and goals. Our team of experienced professionals is dedicated to crafting personalized strategies that align with your financial objectives. Whether you're looking to draft a will, establish a trust, or navigate complex tax considerations, we offer expert guidance every step of the way.

Fernandez Services is a reputable finance institution located at 2428 West 6th Street in Los Angeles, California, United States. With a focus on providing top-notch financial services to its clients, Fernandez Services offers a wide range of solutions to meet the diverse needs of individuals and businesses. Whether you are looking for assistance with investments, loans, or financial planning, Fernandez Services has a team of experienced professionals ready to help you achieve your financial goals. Visit us today to learn more about how we can help you secure a stable financial future.

The Art Law Firm is a prestigious legal institution located at 11620 Wilshire Boulevard in Los Angeles, California, United States. Specializing in art law, the firm provides expert legal services to artists, collectors, galleries, museums, and other individuals and organizations in the art world. With a team of experienced lawyers who are passionate about the arts, The Art Law Firm offers comprehensive legal advice and representation in areas such as intellectual property rights, contracts, disputes, and more. Trust in The Art Law Firm for all your legal needs in the art industry.

EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.

Beacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.

Terry L Jacoby Financial Management is a reputable finance institution located at 12300 Wilshire Boulevard in Los Angeles, California, United States. With a team of experienced financial experts, we provide personalized financial management services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, or wealth management, our dedicated team is here to help you make informed financial decisions. Trust Terry L Jacoby Financial Management to provide you with expert advice and guidance to secure your financial future.

Cadence Wealth Advisors - UBS Financial Services Inc. is a reputable finance institution located at 1999 Avenue of the Stars in Los Angeles, California, United States. As part of UBS Financial Services Inc., Cadence Wealth Advisors provides comprehensive wealth management services to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors, they offer personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Cadence Wealth Advisors is committed to delivering exceptional service and expertise in the ever-changing financial landscape.

Lido Advisors is a reputable finance institution located at 1875 Century Park East in Los Angeles, California, United States. With a team of experienced financial advisors, Lido Advisors offers a wide range of services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or estate planning, Lido Advisors has the expertise to guide you towards your financial goals. Trust Lido Advisors to provide personalized and strategic financial solutions tailored to your individual needs.

AdvicePeriod is a leading finance institution located at 2121 Avenue of the Stars in Los Angeles, California. Our team of experienced financial advisors provides personalized wealth management and investment strategies to help clients achieve their financial goals. With a focus on transparency and client education, we strive to empower individuals and families to make informed decisions about their finances. Contact us today to learn more about how AdvicePeriod can help you secure your financial future.

Phil Fiore: CFP® & ChSNC® is a reputable finance institution located at 5700 Wilshire Boulevard in Los Angeles, California, United States. Specializing in financial planning and special needs planning, Phil Fiore is a Certified Financial Planner (CFP®) and a Chartered Special Needs Consultant (ChSNC®). With a focus on providing personalized and comprehensive financial services, Phil Fiore helps clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or navigate the complexities of special needs planning, Phil Fiore is dedicated to providing expert guidance and support every step of the way. Trust Phil Fiore: CFP® & ChSNC® for all your financial planning needs.

Rob Park - Morgan Stanley is a renowned finance institution located at 444 Flower Street in the bustling city of Los Angeles, California, United States. With a strong reputation for providing top-notch financial services, Rob Park - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced professionals at this institution are dedicated to helping you achieve your goals. Trust in Rob Park - Morgan Stanley for all your financial needs.

Private Wealth Management at U.S. Bank in Los Angeles, California, is dedicated to helping individuals and families achieve their financial goals and create a lasting legacy. Our team of experts works with a diverse range of clients, including business owners, corporate executives, and modern families, offering tailored advice and strategies. We believe in giving back to the community and have provided over $8 million in charitable contributions and volunteer hours in the past three years. Our services include investment and insurance products, as well as guidance on growing and diversifying your portfolio. Contact us today to learn how we can help you secure your financial future.

LA Wealth Management is a leading finance institution located at 21255 Burbank Boulevard in the vibrant city of Los Angeles, California. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to offer expert guidance and tailored solutions. Trust LA Wealth Management to navigate the complexities of the financial world and secure your financial future.

Coulombe & Sons Financial Management is a leading finance institution located at 5850 Canoga Avenue in Los Angeles, California, United States. With a strong reputation for providing expert financial advice and management services, Coulombe & Sons is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure your financial future, our team of experienced professionals is here to guide you every step of the way. Trust Coulombe & Sons Financial Management to help you navigate the complex world of finance with confidence and peace of mind.

Merrill Lynch Financial Advisor Mary C Hong is a Senior Vice President and Wealth Management Advisor located at 333 South Hope Street, Los Angeles, California. With over 26 years of experience with Bank of America/Merrill, Mary works with affluent families, individual clients, closely-held businesses, and non-profit organizations to set quantifiable goals and develop customized financial strategies. She is a Certified Financial Planner™ and holds designations such as Certified Portfolio Manager and Chartered Retirement Planning Counselor. Mary's approach to wealth management is consultative, objective, and committed to excellence, offering services such as portfolio development, education plans, liability management, trust and estate planning, insurance planning, and retirement planning. She focuses on helping clients achieve their financial goals while managing investment risk, and believes in creating personalized plans to address individual needs and aspirations. Mary's dedication to her clients and her community is evident through her volunteer work and commitment to building personalized investment approaches that reflect each client's unique personality and priorities.

Simon Financial is a reputable finance institution located at 11636 Montana Avenue in Los Angeles, California. With a strong presence in the financial industry, Simon Financial offers a wide range of services including financial planning, investment management, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Simon Financial can help you navigate the complexities of the financial world.

Roger Stephens - RBC Wealth Management Financial Advisor is a renowned financial institution located at 555 Flower Street in Los Angeles, California, United States. As a trusted advisor in the field of finance, Roger Stephens provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement solutions, Roger Stephens and his team are dedicated to providing top-notch service and support to clients. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Roger Stephens - RBC Wealth Management Financial Advisor is the go-to institution for all your financial needs.

Jac B Stulberg - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading finance institution located in Los Angeles, California. Specializing in providing personalized wealth management services, they help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and expertise, Jac B Stulberg and his team offer comprehensive financial planning, investment management, retirement planning, and estate planning services. Their office at 2029 Century Park East is a hub of financial knowledge and expertise, dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Patrick Cody, located at 2049 Century Park East in Los Angeles, California, has been assisting families for over 50 years in achieving their financial goals through personalized strategies and proactive service. Specializing in wealth planning for successful individuals, families, and charitable foundations, The Cody Group manages $1.86 billion in client assets with a focus on tax-efficient investing, wealth transfer planning, and concentrated equity strategies. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Recognized by Barron's, Financial Times, and Forbes for their expertise, Merrill Lynch Financial Advisor Patrick Cody provides personalized financial planning tailored to each client's unique needs and goals. With a commitment to understanding clients on a personal level, the team offers a comprehensive approach to help clients navigate the ever-changing financial landscape and achieve their financial objectives.

ether we will put your interests first to help you pursue your goals. With access to the investment insights of Merrill Lynch and banking solutions from Bank of America, we can work together to develop a personalized financial approach designed to address your unique needs. Located at 333 South Hope Street in Los Angeles, California, Merrill Lynch Financial Advisor Robert M Pastrana offers insights, observations, and ideas to help clients pursue their financial goals. With over 18 years of experience in investment, credit, and banking, Robert is dedicated to providing wealth management services to high net worth individuals and their families.

David Kamholtz, a financial advisor at Ameriprise Financial Services, LLC in Los Angeles, California, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, David helps clients save for major purchases and meet their current financial needs. He is registered in states where he conducts securities business and is dedicated to providing quality service to help clients navigate the complexities of the financial market. Clients can expect a thorough overview of financial planning concepts during their initial consultation with David. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and prioritizes privacy and security for all clients. Contact David Kamholtz to discuss your financial goals and develop a sound strategy for your future.

Raymond James Financial Services is a finance institution located at 22045 Del Valle Street in Los Angeles, California, United States. With a reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services has the expertise and resources to help you succeed. Their team of experienced financial advisors are dedicated to providing personalized solutions and expert advice to meet each client's unique needs.

Allegiance Financial Group is a leading finance institution located at 21300 Victory Boulevard in Los Angeles, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and wealth management. With a commitment to excellence and a focus on building long-lasting relationships with our clients, Allegiance Financial Group is the go-to choice for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Brian P Cody, located at 2049 Century Park East in Los Angeles, California, has been providing personalized financial strategies and proactive service to families for over 50 years. The Cody Group specializes in helping clients build, manage, and preserve their wealth, with a focus on wealth planning for successful individuals, families, and charitable foundations. With over $1.86 billion in client assets under management, the team offers customized strategies such as tax-efficient investing and wealth transfer planning. The advisors at Merrill Lynch believe in understanding each client's unique goals and priorities to create a personalized financial plan rooted in the complexities of their life. Recognized by Barron's, Financial Times, and Forbes for their excellence in financial advising, the team is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, buying a home, or funding a child's education, Merrill Lynch Financial Advisor Brian P Cody can help you achieve your financial goals.

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.