TOP 30 Comprehensive financial services in Palos Verdes Estates, California

19 results found

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."

Welcome to Chavez Management & Fiduciary Services, a unique establishment dedicated to serving the diverse needs of our community in Palos Verdes Estates, California. Conveniently located at 300 Tejon Place, our center is a harmonious blend of spiritual guidance, financial expertise, and legal support, all under one roof. At Chavez Management & Fiduciary Services, we understand the importance of addressing both the spiritual and practical aspects of life. As a welcoming place of worship, we provide a serene environment for reflection, prayer, and community gatherings, fostering a sense of belonging and spiritual growth.

Welcome to Coldwell Banker Realty - Palos Verdes-Beach Cities, your premier real estate agency located in the charming and picturesque Malaga Cove Plaza, Palos Verdes Estates, California. Nestled in the heart of the prestigious Palos Verdes Peninsula, we specialize in offering a diverse portfolio of elegant homes situated in scenic settings across four exclusive cities: Palos Verdes Estates, Rolling Hills, Rolling Hills Estates, and Rancho Palos Verdes. Our office proudly serves a wide range of communities within the South Bay area, including the affluent and vibrant Manhattan Beach, the casual beach atmosphere of Hermosa Beach, and the diverse environments of Redondo Beach. Additionally, the city of Torrance is within our service area, known for its excellent schools, city services, and thriving business community.

Welcome to Imperial Real Estate, your trusted partner in navigating the dynamic world of real estate in Southern California. Located at 1008 South Pacific Avenue, Los Angeles, California, we are a full-service real estate agency dedicated to providing exceptional service across all stages of real estate transactions. Whether you're buying, selling, or leasing, our team of experienced advisors is here to guide you every step of the way. At Imperial Real Estate, we understand that making real estate decisions requires a comprehensive view beyond simple metrics. We excel in constructing a 4D context to deliver a clear image of your investments, ensuring the best decisions are made with confidence. Our commitment to transparency and communication ensures that your goals and timelines are our top priority, and we tailor our services to meet your unique needs.

Welcome to TM Real Estate Brokers, your trusted partner for all your real estate needs in Long Beach, California. Conveniently located at 1800 Palo Verde Avenue, we specialize in providing comprehensive services as a finance expert, general contractor, and real estate agency. Our dedicated team of professionals is committed to guiding you through every step of your real estate journey, whether you're buying, selling, or investing in property. At TM Real Estate Brokers, we pride ourselves on our deep knowledge of the local market and our ability to tailor solutions that meet your unique needs. Our finance experts are on hand to assist with securing the best mortgage rates and financial plans, ensuring your investment is both sound and profitable. As a licensed general contractor, we offer renovation and construction services to enhance the value and appeal of your property.

Yorkshire Realty, located at 28625 South Western Avenue in Rancho Palos Verdes, California, was founded by an attorney and a data scientist who found financial success through real estate investments in Southern California. This institution offers a wide range of services including real estate brokerage, property management, and legal expertise. With firsthand experience as buyers, sellers, landlords, and investors, Yorkshire Realty provides clients with a unique advantage in the real estate market. As a licensed real estate brokerage (DRE No. 02157925), Yorkshire Realty has facilitated numerous transactions throughout Southern California, specializing in residential properties such as homes, condos, and apartment buildings. Additionally, the institution manages both multi-family and single-family rental properties, overseeing all operational aspects from rent collection to tenant disputes.

Bowen Tax Law is a premier institution specializing in accounting, finance, and legal services related to tax law. Located at 719 Yarmouth Road in Palos Verdes Estates, California, this institution provides expert guidance and representation for individuals and businesses facing tax-related issues. With a team of experienced lawyers and financial experts, Bowen Tax Law offers comprehensive solutions tailored to each client's unique needs. Whether you are dealing with tax audits, IRS disputes, or other tax matters, you can trust Bowen Tax Law to provide top-notch advice and advocacy.

Farmers Insurance - Jeffrey Haaz is located at 2325 Palos Verdes Drive West in Palos Verdes Estates, California, United States. As an insurance agency, Jeffrey Haaz helps customers identify the insurance coverage that best fits their needs, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options and competitive rates. Jeffrey Haaz can also assist with life insurance, renters insurance, condo insurance, and business insurance. Additionally, Farmers Insurance offers financial services to help customers build a solid financial plan for the future. Contact Jeffrey Haaz today for personalized insurance solutions tailored to your needs.

Winkworth Wealth Strategies is a leading finance institution located at 27 Malaga Cove Plaza in Palos Verdes Estates, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement savings, we provide comprehensive financial services to meet the needs of individuals and families. Trust Winkworth Wealth Strategies to guide you towards a secure financial future.

Dividend Growth Partners is a leading finance institution located at 716 Yarmouth Road in Palos Verdes Estates, California, United States. Specializing in helping clients achieve their financial goals through strategic investment in dividend-paying companies, Dividend Growth Partners offers personalized services and expert advice to maximize returns and build long-term wealth. With a dedicated team of financial professionals, they provide comprehensive investment strategies tailored to each client's unique needs and objectives. Trust Dividend Growth Partners to help you navigate the complex world of finance and secure a prosperous financial future.

Welcome to Los Angeles County Fire Dept. Station 2, located at 340 Palos Verdes Drive West, Palos Verdes Estates, California. We are proud to be part of the renowned Los Angeles County Fire Department, recognized globally for excellence in fire and emergency services. Our dedicated team of firefighters and lifeguards are committed to serving the community with the highest standards of safety and professionalism. At Station 2, we not only respond to emergencies but also focus on educating the youth and the community about fire safety and emergency medical services. We emphasize community service and civic involvement through positive mentoring, training, education, and career development.

Welcome to Los Angeles County Fire Dept. Station 106, proudly serving the community of Rolling Hills Estates and surrounding areas. Located at 27413 Indian Peak Road, Rolling Hills Estates, California 90274, our station is dedicated to providing top-notch fire protection and emergency medical services. Our team of highly skilled and dedicated firefighters is part of the internationally renowned Los Angeles County Fire Department, known for its excellence in fire and rescue operations. At Station 106, we are committed not only to emergency response but also to community education and involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, focusing on community service, civic involvement, and career development. Understanding fire safety is crucial for everyone, and we provide resources to help you identify potential safety issues in your home and know what to do in case of an emergency.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

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 Chase ATM located at 31250 Palos Verdes Drive West, Palos Verdes Estates, California 90275. As a trusted financial service provider, we are dedicated to meeting your banking needs with convenience and efficiency. Our ATM offers easy access to your Chase accounts, allowing you to perform a variety of transactions such as cash withdrawals, deposits, and balance inquiries. At Chase, we pride ourselves on offering comprehensive financial solutions to support both personal and business needs. With our Business Banking services, you’ll gain expert guidance from a team of professionals focused on enhancing cash flow, providing tailored credit solutions, and managing payroll. We also offer a range of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Dreiling Insurance, your trusted insurance agency located in the heart of Palos Verdes Estates, California. Situated at 716 Yarmouth Road, our agency is dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. At Dreiling Insurance, we understand the importance of safeguarding what matters most to you. Whether it's your home, car, business, or personal well-being, our experienced team of professionals is committed to delivering personalized service and expert advice. We offer a wide range of insurance products and work with leading carriers to ensure you receive the best coverage at competitive rates.

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.

Welcome to Casa Ceja, your trusted partner in finance and real estate, conveniently located at 550 Silver Spur Road, Rancho Palos Verdes, California. At Casa Ceja, we pride ourselves on providing personalized and comprehensive services to meet all your financial and real estate needs. Our team of experienced professionals is dedicated to guiding you through every step of your journey, whether you're buying your first home, investing in property, or seeking financial advice. With a deep understanding of the local market and a commitment to excellence, Casa Ceja is here to help you achieve your goals with confidence and ease. Visit us today and discover how we can make your real estate and financial dreams a reality.