Comprehensive financial services in Santa Monica, CA
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Monica Drevon - State Farm Insurance Agent
● OpenMonica Drevon - State Farm Insurance Agent is a reputable insurance agency located at 2001 East 1st Street in Santa Ana, California. Monica Drevon is a highly experienced insurance agent with a Bachelor of Arts degree from the University of California - Berkeley. She is dedicated to providing exceptional service and personalized insurance options to meet the unique needs of each individual and family in the community. Monica's commitment to her customers has earned her recognition as an Ambassador Travel Qualifier, showcasing her dedication to exceeding expectations and providing top-notch service. With a deep understanding of the Santa Ana community, Monica is passionate about helping individuals and families protect their assets and ensure their financial security.
2001 E 1st St Ste 203, Santa Ana, CA 92705, United States -
Provident Financial Management
● OpenProvident Financial Management is a reputable finance institution located at 3130 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial services, they offer tailored solutions to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Provident Financial Management is dedicated to helping their clients secure a stable financial future. Their team of experienced professionals is committed to delivering personalized and comprehensive financial strategies to meet the unique needs of each client. Trust Provident Financial Management to be your partner in financial success.
3130 Wilshire Blvd #600, Santa Monica, CA 90403, United States -
Merrill Lynch Financial Advisor Layne R Tally
● OpenMerrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Layne R Tally can help create a flexible strategy tailored to your individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, Layne R Tally offers personalized wealth management strategies to help you pursue your financial goals. Layne R Tally believes in participating in the communities they serve, and volunteers with organizations in the community. By using Merrill Personal Wealth Analysis™, Layne R Tally can build a personalized plan centered around your goals and aspirations. They focus on what matters most to you, whether it's transferring wealth, saving for a home, or planning for retirement.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor David E Guyette
● OpenMerrill Lynch Financial Advisor David E Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each client's unique needs and aspirations, working one-on-one to develop a customized plan designed to manage investment risk and grow wealth. With access to resources from Merrill and Bank of America, the team of experienced professionals at Merrill Lynch Wealth Management Advisors provides comprehensive financial solutions and personalized service to build strong client relationships based on trust. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the market, the institution aims to help individuals achieve their financial goals and stay on track. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and make informed investment decisions to reach their desired outcomes.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
First Then Insurance & Financial Services
● ClosedFirst Then Insurance & Financial Services is a reputable finance institution located in the heart of San Diego, California. Our dedicated team of professionals is committed to providing top-notch insurance and financial services to our valued clients. With a focus on personalized solutions and exceptional customer service, we strive to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or seeking expert financial advice, you can trust First Then Insurance & Financial Services to provide reliable and comprehensive solutions. Visit us at 4852 Santa Monica Avenue to learn more about how we can assist you with all your insurance and financial needs.
4852 Santa Monica Ave, San Diego, CA 92107, United States -
Merrill Lynch Financial Advisor Richard A Jones
● OpenMerrill Lynch Financial Advisor Richard A Jones, located at 100 Wilshire Boulevard in Santa Monica, California, offers comprehensive wealth management services to clients and their families. With a focus on personalized service and tailored financial strategies, the team at the Jones Fletcher Group takes a "family tree" approach to working with clients, ensuring that every generation is considered in the pursuit of financial goals. Supported by the global resources of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch is committed to helping clients stay on track towards their goals through proactive asset allocation and rebalancing. With a dedication to building strong client relationships based on trust and personalized service, the advisors at Merrill Lynch strive to provide a seamless and flexible experience for every client. By taking the time to understand each client's unique goals, values, and priorities, the team at Merrill Lynch can develop a customized wealth management strategy designed to help clients achieve what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about financial decisions, Merrill Lynch Financial Advisor Richard A Jones is dedicated to helping clients achieve their financial goals.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor J Geoffrey Grant
● OpenMerrill Lynch Financial Advisor J Geoffrey Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The institution offers credit and lending services through Bank of America, N.A., and provides customized consulting, wealth planning, lending, and investment advice to private investors, pensions, foundations, endowments, and businesses. The team at Merrill Lynch Wealth Management focuses on understanding each client's goals, priorities, and financial situation to create a personalized financial approach that reflects their unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps clients manage, grow, and preserve their wealth while considering the impact for years to come. The team at Merrill Lynch Financial Advisor J Geoffrey Grant is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Jacob Guyette
● OpenMerrill Lynch Financial Advisor Jacob Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to your individual needs. The Guyette team focuses on a goals-based wealth management approach, putting clients at the center of the process. With access to the global investing resources of Merrill and the banking solutions of Bank of America, they help clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team is actively involved in the community, supporting charitable organizations like Heal the Bay and Children's Hospital Los Angeles. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while the Investment Personality Assessment helps customize your financial approach based on your preferences. The team helps you track progress, adjust strategies, and provides proactive communication and personalized service. By understanding your aspirations and priorities, Merrill Lynch Financial Advisor Jacob Guyette helps you manage, grow, and preserve your wealth for the future. With a focus on turning goals into reality, the team works to address your financial needs and adapt to changes in your life and the markets over time.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
ROI Financial Services Corporation
● OpenROI Financial Services Corporation is a leading financial institution located in Santa Monica, California, United States. We specialize in providing a wide range of financial services, including ATM services and finance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maximize their return on investment. Whether you are looking to manage your finances, access cash conveniently through our ATMs, or secure financing for your business, ROI Financial Services Corporation is here to help. Visit us today to experience the difference our personalized and innovative financial solutions can make for you.
Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Brandon Jones
● OpenMerrill Lynch Financial Advisor Brandon Jones is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. Their team of experienced individuals is committed to building strong client relationships based on trust and personalized service. They provide comprehensive wealth management services to clients and their families, taking a "family tree" approach to working with each generation. The institution offers personalized financial plans centered on client goals and focused on achieving what they want. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can expect a customized wealth management strategy to keep them on track towards their goals. The institution also offers tools like Merrill Personal Wealth Analysis™ to help clients document and build personalized plans. Clients can expect a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to address their financial needs and pursue their goals.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Blake Anthony
● OpenMerrill Lynch Financial Advisor Blake Anthony is a finance institution located at 100 Wilshire Boulevard, Suite 300, Santa Monica, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to your changing needs over the years. Through conversations, the team helps you identify and prioritize your most important goals, whether it's transferring wealth to the next generation, customizing your financial approach, or providing advice to help you stay informed. The institution uses the Investment Personality Assessment to understand your investing preferences and develop a personalized financial approach to help you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to create a plan to manage, grow, and preserve your wealth. The goal is to help you and your family pursue financial goals while managing investment risk. Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's most important to you. The team at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is important to consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory, and other services. Speak with your Merrill financial advisor to understand the differences between these services and determine the best approach for your financial needs.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Stella Oak Financial and Insurance Services
● OpenStella Oak Financial and Insurance Services is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California. With a focus on providing personalized financial solutions and comprehensive insurance coverage, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Stella Oak Financial and Insurance Services is committed to providing top-notch service and expertise to meet your needs. Visit us today to learn more about how we can assist you in securing your financial future.
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025, United States -
Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™
● OpenEdward Jones - Financial Advisor Joshua Lightcap, CFP®, CEPA®, AAMS™, CRPS™ is a trusted financial institution located at 5083 Santa Monica Avenue in San Diego, California. Specializing in providing comprehensive financial planning services, Joshua Lightcap and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a commitment to excellence, Edward Jones is the go-to destination for individuals and families looking for expert financial advice and guidance. Contact them today to schedule a consultation and start planning for a brighter financial future.
5083 Santa Monica Ave Suite 1 A, San Diego, CA 92107, United States -
Merrill Lynch Financial Advisor Nicholas Clauson Grose
● OpenMerrill Lynch Financial Advisor Nicholas Clauson Grose, located at 100 Wilshire Boulevard in Santa Monica, California, is dedicated to helping clients achieve their financial goals. With a focus on personalized service and building strong client relationships, their team of experienced professionals offers comprehensive wealth management services. From creating personalized financial plans centered on individual goals to proactively rebalancing portfolios, they are committed to helping clients stay on track towards financial success. As part of Merrill Lynch Wealth Management, they have access to the global resources of Merrill and the banking convenience of Bank of America, providing clients with a seamless and flexible experience. Whether it's transferring wealth to the next generation or customizing a financial approach to pursue passions, the team at Merrill Lynch Financial Advisor Nicholas Clauson Grose is there to help clients every step of the way. With a focus on understanding each client's unique needs and goals, they provide personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Salazar Income Tax Services
● OpenSalazar Income Tax Services is a professional accounting and finance institution located at 6115 Santa Monica Boulevard in Los Angeles, California. Our dedicated team of experts provides top-notch tax services for individuals and businesses, ensuring accurate and timely filing to maximize returns. As a trusted local government office, we are committed to assisting our clients with all their financial needs. Visit us today to experience personalized and reliable financial services.
6115 Santa Monica Blvd ste g, Los Angeles, CA 90038, United States -
TRIG Bookkeeping & Tax Services Inc
● ClosedTRIG Bookkeeping & Tax Services Inc is a reputable accounting and finance institution located at 929 Colorado Avenue in Santa Monica, California, United States. The TRIG Team offers personalized bookkeeping services tailored to meet the specific needs of your business. By utilizing cloud-based software, we ensure that your company maintains accurate financial records, allowing you to focus on managing your business from anywhere in the world. Navigating tax regulations can be challenging, which is why our team stays informed on all regulatory and legislative changes to ensure that your personal and business tax returns are prepared accurately and efficiently. Let TRIG Team handle your tax matters so you can save time and avoid the stress of deciphering complex tax laws.
929 Colorado Ave, Santa Monica, CA 90401, United States -
Finer College Admissions and Immigration Consultants
● ClosedFiner College Admissions and Immigration Consultants, located at 2100 Main Street, Santa Monica, California, offers a comprehensive program for high school students, college admissions, career guidance, and immigration assistance. Our team works closely with students starting as early as 9th and 10th grade to provide personalized guidance that meets their individual needs. Unlike other companies that only offer essay assistance, we focus on finding the right fit academically, socially, environmentally, and financially for each student. Our program is designed to not only help students navigate the college admissions process, but also to save families money on tuition costs by matching students with schools that are a good financial fit. We understand that every student's situation is unique, which is why we tailor our approach to minimize stress and anxiety for the student and their family.
2100 Main St, Santa Monica, CA 90405, United States -
Yorkshire Realty
● OpenYorkshire 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.
28625 S Western Ave #11, Rancho Palos Verdes, CA 90275, United States -
Westgate One Final Expense Insurance
● OpenWestgate One Final Expense Insurance is a reputable insurance agency located in the vibrant city of Santa Monica, California. Specializing in final expense insurance, they provide peace of mind to individuals and families by offering comprehensive coverage for end-of-life expenses. With a commitment to exceptional customer service and tailored insurance solutions, Westgate One Final Expense Insurance is dedicated to helping clients protect their loved ones and secure their financial future. Visit their office at 1242 3rd Street Promenade to learn more about their services and how they can assist you in planning for the future.
1242 3rd Street Promenade #209, Santa Monica, CA 90401, United States -
Fariba Zand - State Farm Insurance Agent
● OpenFariba Zand - State Farm Insurance Agent is an insurance agency located at 2432 Lincoln Boulevard in Santa Monica, California, United States. With almost three decades of experience, Fariba Zand and her team are dedicated to providing exceptional service and protection to their customers. They offer a wide range of insurance options, including Home, Life, Auto insurance, and financial products. Fariba Zand believes in accountability and building strong relationships with her team, customers, and community. Her agency is creative and focused on providing dependable financial life choices with simplicity and care. The team at Fariba Zand State Farm Agency is committed to exceeding customer expectations by being accessible, responsive, and proactive in addressing any concerns or changes in insurance needs.
2432 Lincoln Blvd Ste D, Santa Monica, CA 90405, United States -
Isaac Bridgewater - State Farm Insurance Agent
● OpenIsaac Bridgewater - State Farm Insurance Agent is a reputable insurance agency located at 1731 Berkeley Street in Santa Monica, California. Owned by Isaac Bridgewater, the agency serves businesses, families, and individuals in Southern California, including areas such as Santa Monica, Marina Del Rey, Pacific Palisades, Venice, and West Hollywood. With a passion for protecting and empowering clients, Isaac and his team offer a range of insurance services including auto, ATV, motorcycle, home, life, health, and pet insurance. Having joined the State Farm family in 2015, Isaac has dedicated himself to helping clients manage risks, recover from unexpected events, and achieve their dreams. The agency prides itself on providing excellent customer service, integrity, and attentive care to ensure that clients are well-protected from life's uncertainties. Whether you need personal or business insurance, the team at Isaac Bridgewater State Farm is committed to finding the right coverage for your needs.
1731 Berkeley St Ste 2, Santa Monica, CA 90404, United States -
Life Insurance California
● OpenLife Insurance California is a reputable insurance agency located on Main Street in Santa Monica, California. We specialize in providing comprehensive life insurance policies to individuals and families in the United States. Our experienced agents are dedicated to helping clients find the right coverage to protect their loved ones and assets. With a focus on customer service and personalized attention, we strive to make the insurance process simple and stress-free. Contact us today to learn more about our services and how we can help you secure your financial future.
Main St, Santa Monica, CA 90401, United States -
James P Bennett & Co
● OpenJames P Bennett & Co is a reputable insurance agency located in Santa Monica, California. With a convenient address at 2716 Ocean Park Boulevard, this institution offers a wide range of insurance services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized and comprehensive coverage options to ensure peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, James P Bennett & Co is committed to delivering top-notch service and reliable protection. Contact them today to discuss your insurance needs and find the perfect policy for you.
2716 Ocean Park Blvd #1045, Santa Monica, CA 90405, United States -
Farmers Insurance - Arash Aram
● OpenFarmers Insurance - Arash Aram is an insurance agency located at 2444 Wilshire Boulevard, Santa Monica, California, United States. As your local Farmers® agent in Los Angeles, CA, Arash Aram helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, life, and more. Aram can help you understand your coverage options and provide personalized recommendations to protect your assets and investments. Contact Arash Aram for a comprehensive insurance review and to learn about available discounts. Farmers Insurance also offers financial planning services to help you secure a stable future. Additionally, Aram can assist with personal umbrella insurance and renters insurance to provide added protection for your possessions. For businesses, Farmers Insurance offers customized insurance packages to reduce risk and protect investments. Contact Arash Aram today to discuss your insurance needs and create a plan to achieve your goals.
2444 Wilshire Blvd Ste 285, Santa Monica, CA 90403, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025, United States -
Farmers Insurance - Esam Boktor
● OpenFarmers Insurance - Esam Boktor is an insurance agency located at 3301 Ocean Park Boulevard in Santa Monica, California. As a long-time resident of California, Esam Boktor takes pride in serving the local community and surrounding areas. The agency offers a variety of insurance policies, including auto, home, life, and business insurance, as well as financial services through Farmers Financial Solutions. The team at the Esam Boktor Agency is dedicated to helping clients find the best coverage at competitive rates, with a focus on customer service and personalized plans. Whether you need comprehensive car insurance, protection for your home, or coverage for your small business, the agency is here to help. Contact Esam Boktor today to explore your insurance options and secure a more stable future for you and your family.
3301 Ocean Park Blvd #105, Santa Monica, CA 90405, United States -
American Institute for Stuttering
● ClosedThe American Institute for Stuttering, located in Santa Monica, California, is a unique institution dedicated to providing holistic and individualized therapy for individuals who stutter. Unlike traditional therapy approaches that focus solely on speech and breathing strategies, AIS takes a comprehensive approach that addresses the physical aspects of stuttering as well as the negative emotions and thoughts that can accompany it. At AIS, clients not only receive exceptional individual treatment but also become part of a supportive community of others who stutter. The therapists at AIS have received specialty training to work exclusively with people who stutter, ensuring that each client receives personalized care tailored to their unique needs.
1250 6th St Suite 203, Santa Monica, CA 90401, United States -
Apex Law APC
● OpenApex Law APC is a legal institution located in Thousand Oaks, California, with additional offices in Santa Monica and Westlake Village. Specializing in Real Estate, Environmental, Construction, Financial Services, Insurance, and Complex Commercial Litigation, Apex Law is dedicated to understanding the client's goals to provide customized and efficient legal representation. Founder Tom FitzGibbon brings a wealth of experience in federal court, technology-related matters, and a range of environmental and construction disputes. With a strong focus on delivering timely and successful results, Apex Law offers fair and reasonable fee arrangements tailored to each client's needs. The firm's commitment to excellence and client satisfaction is evident in their track record of successfully handling cases in various industries across California. Contact Apex Law APC for expert legal representation in a wide range of litigation matters.
199 W Hillcrest Dr Suite 115, Thousand Oaks, CA 91360, United States -
Farmers Insurance - Refugio Castro
● OpenFarmers Insurance - Refugio Castro is an insurance agency located at 1247 Lincoln Boulevard in Santa Monica, California. Refugio Castro, a lifelong resident of California, is proud to serve the Santa Monica area and surrounding areas as a local Farmers® agent. With over 8 years of experience in the insurance industry, Refugio and the Castro Insurance Agency focus on providing exceptional customer service and ensuring that each client is well-informed about their coverage options. The agency offers a wide range of insurance products, including business, life, home, and auto insurance. Refugio can help clients navigate the complexities of insurance coverage, offering comprehensive advice and personalized solutions tailored to individual needs and budgets. Customers can also benefit from competitive rates and multi-line insurance discounts.
1247 Lincoln Blvd UNIT G, Santa Monica, CA 90401, United States -
Jatinder Kaur: Allstate Insurance
● OpenJatinder Kaur: Allstate Insurance is a reputable insurance agency located at 11870 Santa Monica Boulevard in Los Angeles, California. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible rates. With our expert knowledge and exceptional customer service, you can trust us to protect what matters most to you. Contact us today to learn more about our insurance offerings and how we can help you secure a brighter future.
11870 Sta Mon Blvd Suite 207, Los Angeles, CA 90025, United States
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