Customized financial planning services in El Segundo, CA
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Beach Front Property Management - El Segundo @ Richmond Apartments
● OpenBeach Front Property Management - El Segundo @ Richmond Apartments is a premier property management institution located at 400 Richmond Street in El Segundo, California. With a focus on optimizing properties and maximizing profits for their clients, Beach Front offers a unique approach to property management known as The Beach Front Way. Their experienced team ensures that properties are fully compliant with all local, state, rent control, and federal fair housing laws, providing peace of mind for property owners. The institution's commitment to transparency and proactive communication sets them apart from other property management companies, making them a top choice for investors looking to maximize their returns.
400 Richmond St, El Segundo, CA 90245, United States -
Riley & Associates Employee Benefits & Insurance Services
● OpenRiley & 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.
400 Continental Blvd F6, El Segundo, CA 90245, United States -
Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRyan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 East El Segundo Boulevard, El Segundo, California, United States. They offer a range of certifications and designations 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 cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
205 E El Segundo Blvd, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor AMRISH KURANI
● ClosedMerrill Lynch Financial Advisor AMRISH KURANI is a finance institution located at 2301 Rosecrans Avenue, El Segundo, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to the client's goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, the institution aims to help clients pursue their financial goals through personalized wealth management strategies. The institution believes in building strong relationships with clients by understanding their needs and aspirations, and providing advice and guidance to help them achieve their financial objectives. Through personalized plans, investment insights, and comprehensive financial solutions, AMRISH KURANI works with clients to design and implement strategies to manage, grow, and preserve their wealth. The institution is dedicated to helping clients navigate the complexities of their financial lives, offering personalized investment approaches to address their needs and goals. With a focus on understanding the client's personality and priorities, AMRISH KURANI aims to provide tailored financial approaches that reflect the client's unique needs and help them stay on track to achieve their goals. By staying informed about changes in the client's life and revisiting their financial approach, the institution strives to help clients adapt to fluctuations in the market and changes in their circumstances. With a commitment to putting the client first, Merrill Lynch Financial Advisor AMRISH KURANI provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Andrew Hur
● ClosedMerrill Lynch Financial Advisor Andrew Hur is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Andrew Hur joined Merrill Lynch Wealth Management in 2017 and has over 13 years of experience in the financial services industry. He assists High Net Worth individuals and business owners with wealth accumulation and preservation, as well as banking and lending needs through Bank of America. Andrew believes in full transparency and strong communication skills to build long-lasting relationships with his clients. He is fluent in Korean and holds various certifications including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. Andrew focuses on goals-based financial planning and works with clients to understand their financial goals and priorities. He believes in creating a personalized financial approach that reflects each client's unique needs and financial situation. With access to the resources of Merrill and Bank of America, Andrew helps clients manage, grow, and preserve their wealth. He believes in staying informed about changes in the financial markets and in clients' lives to help them stay on track towards their goals. Andrew's mission is to understand each client personally and design a customized plan to help them pursue their financial goals. Whether it's planning for retirement, funding education, or passing wealth to future generations, Andrew is dedicated to helping clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Andrew is committed to providing personalized investment strategies and comprehensive financial solutions to address each client's needs. He believes in the power of building strong client relationships based on trust and personalized service. Andrew Hur is registered to do business in several states and is dedicated to helping clients live their best financial life.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor JOY MILAN
● ClosedMerrill Lynch Financial Advisor JOY MILAN is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Specializing in finance, JOY MILAN helps clients manage their wealth by creating personalized strategies tailored to their specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to wealth management. JOY MILAN believes in building strong client relationships based on trust and personalized service, and is dedicated to helping clients pursue their financial goals through thoughtful planning and implementation. As a Certified Financial Planner, JOY MILAN is committed to providing clients with the guidance and support they need to navigate the complexities of the financial landscape. With a focus on understanding clients' priorities and aspirations, JOY MILAN works to develop customized investment approaches that can help turn goals into reality. By staying in touch with clients and regularly reviewing their financial strategies, JOY MILAN aims to help clients stay on track towards achieving their financial objectives. With a team of experienced advisors and access to a wide range of financial services, clients can rely on JOY MILAN to provide the personalized support and guidance needed to pursue their financial goals.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Beach Financial Group
● ClosedBeach Financial Group is a finance institution located at 360 North Pacific Coast Highway in El Segundo, California, United States. Whether you are a small business with 2 employees or a large corporation with 500 employees, Beach Financial Group is here to help you navigate the health insurance marketplace for your employees. We also provide life insurance products to protect your loved ones or business partners, as well as home insurance to protect your property. Our full-service brokerage offers comprehensive coverage, tailored insurance solutions for businesses, and financial planning services to help you achieve your long-term goals. Our experienced staff will work closely with you to ensure that your policies are customized to fit your needs. Contact Beach Financial Group for all your insurance and financial needs.
360 N Pacific Coast Hwy Ste 2000, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Joseph R Dallape
● ClosedMerrill Lynch Financial Advisor Joseph R Dallape is a reputable finance institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. Specializing in providing expert financial advice and services, Joseph R Dallape and his team are dedicated to helping clients achieve their financial goals. With a focus on personalized investment strategies and wealth management, they strive to provide top-notch service and guidance to individuals and businesses alike. Trust Merrill Lynch Financial Advisor Joseph R Dallape for all your financial needs.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
John J Yoshida - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn J Yoshida is a trusted financial advisor at Ameriprise Financial Services, LLC located in El Segundo, California. With years of experience in the finance industry, John provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, John J Yoshida can help create a customized financial plan tailored to your needs. Visit us at 205 East El Segundo Boulevard to start planning for your financial future today.
205 E El Segundo Blvd, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Eddie Rakosky
● ClosedMerrill Lynch Financial Advisor Eddie Rakosky is a finance institution located at 2301 Rosecrans Avenue, Suite 3150, El Segundo, California, United States. As a financial advisor, Eddie Rakosky focuses on understanding your full financial picture to create a flexible strategy tailored to your goals. With access to the resources of Merrill and Bank of America, Eddie can provide personalized wealth management strategies to help you pursue your financial objectives. Eddie Rakosky believes in building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, he demonstrates his commitment to serving the needs of his clients and the community. Through Merrill Personal Wealth Analysis™, Eddie can create a personalized plan centered on your goals and priorities.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Carl Davis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCarl Davis - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. As a dedicated financial advisor, Carl Davis provides personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Ameriprise Financial Services, LLC offers a comprehensive range of financial products and services to meet the diverse needs of individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Carl Davis and his team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
2301 Rosecrans Ave #4195, El Segundo, CA 90245, United States -
Edward Jones - Financial Advisor: Mark D Van Norman
● OpenEdward Jones - Financial Advisor: Mark D Van Norman is a trusted financial institution located at 2121 Rosecrans Avenue in El Segundo, California, United States. Mark D Van Norman is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Mark D Van Norman is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Mark D Van Norman and his team are here to help you every step of the way.
2121 Rosecrans Ave Ste 2330, El Segundo, CA 90245, United States -
Jamie White - UBS Financial Services Inc.
● OpenJamie White - UBS Financial Services Inc. is a reputable financial institution located at 2121 Rosecrans Avenue in El Segundo, California, United States. Specializing in finance, UBS offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, UBS is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, Jamie White - UBS Financial Services Inc. is committed to helping you achieve your financial goals.
2121 Rosecrans Ave #1300, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Johanna V. Mcgee
● ClosedMerrill Lynch Financial Advisor Johanna V. Mcgee, located at 2301 Rosecrans Avenue, Suite 3150 in El Segundo, California, United States, offers personalized wealth management strategies tailored to your specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Johanna can help you navigate today's changing market conditions and create a flexible financial plan. By participating in the community and volunteering with local organizations, Johanna follows the deep-seated Merrill tradition of serving the communities they operate in. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals and aspirations.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
LPL Financial
● OpenLPL 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.
2381 Rosecrans Ave # 350, El Segundo, CA 90245, United States -
Amaral Wealth Management - UBS Financial Services Inc.
● OpenAmaral 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.
2121 Rosecrans Ave #1300, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Michael Hardin
● ClosedMerrill 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.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Ryan Narasaki - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRyan 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.
205 E El Segundo Blvd, El Segundo, CA 90245, United States -
Joe Esparza - Prudential Financial
● OpenJoe 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.
100 N Sepulveda Blvd #510, El Segundo, CA 90245, United States -
Hays Companies
● OpenHays 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.
880 Apollo St #300, El Segundo, CA 90245, United States -
Citizens Business Bank
● ClosedCitizens Business Bank is a trusted financial institution located at 275 Main Street in El Segundo, California, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, investments, and more. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience top-notch customer service and expert financial advice.
275 Main St, El Segundo, CA 90245, United States -
Steve Saiz - State Farm Insurance Agent
● ClosedSteve Saiz - State Farm Insurance Agent is an insurance agency located at 1112 Ocean Drive in Manhattan Beach, California, United States. Steve Saiz and his team are dedicated to serving the community and providing excellent insurance coverage to residents of Manhattan Beach, Hermosa Beach, Redondo Beach, El Segundo, and Hawthorne. They are available 24/7 to assist with all insurance needs, whether you are local or in Oregon or Arizona. Steve Saiz is a lifelong learner and strives to be a better husband, father, and leader every day. He is committed to community service and sponsors events such as the Volley4Sound Charity Beach Volleyball Tournament and the Earth Day Beach Clean Up. In addition to insurance services, Steve Saiz offers valuable resources on workplace fire safety, financial planning, and rural road driving safety tips.
1112 Ocean Dr STE 101, Manhattan Beach, CA 90266, United States -
Farmers Insurance - Sylvia Bagues-Wagner
● ClosedFarmers Insurance - Sylvia Bagues-Wagner is an insurance agency located at 319 Richmond Street, El Segundo, California, United States. As your local Farmers® agent, Sylvia Bagues-Wagner helps customers identify the insurance coverage that best fits their needs. With over 20 years of experience as an attorney, Sylvia has the knowledge and expertise to help clients understand their coverage options, whether it's auto, life, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Sylvia can help take the mystery out of selecting the right car insurance coverage. Farmers® has been providing insurance products for over 80 years, ensuring that they will be there for you in the event of disaster.
319 Richmond St Ste A, El Segundo, CA 90245, United States -
Much Wealth Management, Inc.
● ClosedMuch Wealth Management, Inc. is a finance and insurance agency located at 2716 Ocean Park Boulevard in Santa Monica, California. Our team is dedicated to helping you create sound financial strategies for your future, including retirement planning. By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive a custom strategy to help you reach your unique goals. Our Much Better Retirement plan will examine your current financial situation and determine your retirement needs. If you are unsure whether your current retirement plan aligns with your goals, we invite you to download our complimentary guide to learn more about the importance of a sound strategy. Additionally, you can attend one of our informational seminars to gain insights into retirement income strategies, wealth management, and more.
2716 Ocean Park Blvd #2009, Santa Monica, CA 90405, United States -
Reef Wealth Management
● ClosedReef Wealth Management is a reputable finance institution located at 2041 Rosecrans Avenue in El Segundo, California, United States. We specialize in providing comprehensive wealth management services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, risk management, and estate planning solutions tailored to each client's unique needs. With a focus on transparency, integrity, and superior customer service, Reef Wealth Management is committed to helping our clients build and preserve their wealth for the long term.
2041 Rosecrans Ave # 385, El Segundo, CA 90245, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading finance institution located at 1960 East Grand Avenue in El Segundo, California, United States. With a focus on providing personalized wealth management services, Mariner Wealth Advisors offers a wide range of financial solutions to help individuals and families achieve their financial goals. Their team of experienced advisors is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, investing for the future, or looking to protect your wealth, Mariner Wealth Advisors is committed to helping you secure a strong financial future.
1960 E Grand Ave Suite 410, El Segundo, CA 90245, United States -
Otium Advisory Group, LLC
● ClosedOtium Advisory Group, LLC is a leading finance institution located at 360 North Pacific Coast Highway in El Segundo, California, United States. Specializing in financial advisory services, Otium Advisory Group, LLC offers expert guidance and strategic solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals, the institution is dedicated to providing personalized and comprehensive financial planning to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or optimize your financial portfolio, Otium Advisory Group, LLC is committed to helping you achieve your financial goals.
360 N Pacific Coast Hwy Suite 2000, El Segundo, CA 90245, United States -
The Murphy and Kalan Group - Morgan Stanley
● OpenThe Murphy and Kalan Group at Morgan Stanley is a leading finance institution located at 2141 Rosecrans Avenue in El Segundo, California, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our team is dedicated to providing tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2141 Rosecrans Ave #3100, El Segundo, CA 90245, United States -
Gruver Wealth Management of Wells Fargo Advisors
● ClosedGruver Wealth Management of Wells Fargo Advisors is a leading finance institution located at 2321 Rosecrans Avenue in El Segundo, California. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and transparency, we are committed to providing top-tier financial services to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
2321 Rosecrans Ave #2275, El Segundo, CA 90245, United States -
Jade Eagles - The WealthGarden f.s.
● ClosedJade Eagles - The WealthGarden f.s. is a finance institution located at 1730 East Holly Avenue in El Segundo, California, United States. At the WealthGarden, we believe in providing ongoing care and dedication to safeguard your financial health. Our nimble team and streamlined technology allow us to be quick, communicative, and attentive to your needs. We work closely with you through your entire financial journey, crafting integrated strategies that align with your goals, family, and causes that matter most to you. As an independent firm, we discuss different options available to you and provide specific next steps to help you reach your goals. Our team is committed to being there for you through life's challenges, wins, and critical decisions. We donate to organizations chosen by our clients and us each year to make a positive impact and create a stronger community. With a limited client base, we devote time and in-depth service to your needs, offering year-round oversight and hands-on advice to help you flourish with a strong, bountiful, and long-lasting wealth garden.
1730 E Holly Ave Suite 838, El Segundo, CA 90245, United States
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