TOP 10 Consulting for retirement investments in East Los Angeles, California

Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.

Michelle Herd is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California. With years of experience in the finance industry, Michelle is committed to helping her clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to invest wisely, Michelle Herd can provide personalized advice and guidance to help you make informed financial decisions. Contact Michelle Herd today to schedule a consultation and take the first step towards a more secure financial future.

Ted Liu is a financial advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California. With years of experience in the finance industry, Ted Liu provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Ted Liu can create a customized financial strategy tailored to your specific needs. Contact Ted Liu at Ameriprise Financial Services, LLC for expert financial guidance and support.

Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Cheryl Catharine Smith offers expert financial advice and guidance to high-net-worth individuals and families. As a trusted advisor, she helps clients navigate the complexities of investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and a dedication to client satisfaction, Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a top choice for those seeking comprehensive financial solutions.

Merrill Lynch Financial Advisor William D Brahos is a finance institution located at 2049 Century Park East, Los Angeles, California, United States. The institution offers personalized wealth management services, focusing on helping clients achieve their financial goals and priorities. With a team of experienced financial advisors, Merrill Lynch provides personalized investment strategies and comprehensive financial solutions. The institution uses research in behavioral finance to understand each client's investment personality and preferences, in order to tailor financial approaches that align with their goals. Merrill Personal Wealth Analysis™ is offered to help clients build and document a personalized financial plan centered on their aspirations. The institution's mission is to understand each client's unique needs and priorities, providing guidance and advice to help them pursue their financial goals. Clients can expect regular check-ins and reviews to ensure their financial approach reflects any changes in their life or goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach designed to address their financial needs. William Brahos, the registered financial advisor, is available to do business in various states and is committed to helping clients navigate the complexities of their financial lives. The institution emphasizes the importance of understanding each client personally in order to offer tailored financial solutions that align with their life priorities. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor William D Brahos aims to help clients achieve their financial goals and live their best financial life.

Zachary Stein - TIAA Wealth Management Advisor is a leading finance institution located at 1801 Century Park East in Los Angeles, California, United States. As a trusted advisor, Zachary Stein provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Zachary Stein offers expert guidance and tailored investment strategies to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Zachary Stein - TIAA Wealth Management Advisor is committed to helping you secure your financial future.

Edward Jones - Financial Advisor: Clark P Neel, AAMS™ is a trusted financial institution located in Moorpark, California. With a focus on personalized financial planning and investment strategies, Clark P Neel and his team provide expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future. Visit us at 484 East Los Angeles Avenue to learn more about our services and how we can assist you in reaching your financial aspirations.

Zahra Marchand is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, United States. Zahra Marchand holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Zahra Marchand's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a Financial Advisor, Zahra Marchand is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Zahra Marchand can help guide you towards financial success. Contact Zahra Marchand at Ameriprise Financial Services, LLC for professional and knowledgeable financial advice tailored to your specific needs.

Merrill Lynch Financial Advisor Tina Geransar, located at 2049 Century Park East in Los Angeles, California, is dedicated to helping clients manage their wealth and achieve their financial goals. With a focus on personalized wealth management strategies, Tina Geransar offers access to investment insights from Merrill and banking solutions from Bank of America. Through a deep understanding of each client's financial picture and goals, she creates flexible strategies tailored to their needs. Tina Geransar believes in building strong relationships with her clients and giving back to the community. By volunteering and participating in community organizations, she demonstrates her commitment to serving others. With the Merrill Personal Wealth Analysis™, clients can work with Tina to develop a personalized plan that aligns with their goals and priorities.

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.

Merrill Lynch Financial Advisor Thomas Bawden is located at 2049 Century Park East, Los Angeles, California, United States. As a finance institution, we focus on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to investment insights from Merrill and banking solutions from Bank of America, we offer personalized wealth management strategies to help you pursue your financial goals. Our mission is to understand what matters most to you and help you design and implement a personalized plan to manage, grow, and preserve your wealth. We believe in a financial approach that helps you pursue your goals, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations.

Kyle Smith - Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Kyle provides investment recommendations and portfolio analysis to help you achieve your financial objectives. With a focus on multi-generational financial planning, Kyle ensures that the unique goals of each family member are addressed and empowers them with financial literacy to make informed decisions for their future. By engaging in meaningful conversations and crafting personalized strategies, Kyle helps clients of all ages work towards a more secure financial future.

Geoff Sokol, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their financial goals securely from any device. Geoff Sokol provides a complimentary initial consultation to discuss retirement, education, major purchases, and more. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Geoff Sokol is registered in states where securities business is conducted. Ameriprise Financial does not guarantee future financial results. Clients can refer friends and family for financial goal assistance, with privacy and security measures in place. Let's meet to discuss what's most important to you.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.