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TOP 30 Estate planning advisors in Santa Monica, CA
11 results found
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WellAcre Global Wealth Advisors
WellAcre Global Wealth Advisors is a leading financial institution located in the heart of Santa Monica, California. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on global wealth management, we provide personalized investment strategies tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WellAcre Global Wealth Advisors is here to guide you every step of the way. Visit us at 520 Broadway to learn more about how we can help you build a secure financial future.
Main Street Advisors
Main Street Advisors is a finance institution located at 3110 Main Street in the beautiful city of Santa Monica, California. With a team of experienced financial advisors, we provide personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Main Street Advisors is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
Northwestern Mutual
Northwestern 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.
Odgers Law Group
Odgers Law Group is a prestigious law firm located in Century City, Los Angeles, California. Specializing in estate planning, business law, dental law, and business transactional work, our team of highly skilled attorneys is dedicated to protecting the interests of businesses and families. Our Century City office is conveniently located between Santa Monica and Beverly Hills, making it easily accessible for clients from all over the city. Whether you are in need of comprehensive estate planning, entity formation, contract drafting, or general legal advice, Odgers Law Group is here to help. With additional offices in Mission Valley and San Diego, we are able to serve clients throughout southern California and beyond. Our team of experienced attorneys have close affiliations with legal professionals across the United States, allowing us to provide top-notch legal services to clients nationwide. From start-up companies to established businesses, our goal is to be our clients' trusted advisors for all of their major decisions.
Austin Financial Services
Austin Financial Services is a reputable finance institution located at 11150 Santa Monica Boulevard in Los Angeles, California. With a focus on providing top-notch financial services to individuals and businesses, Austin Financial Services offers a wide range of services including investment management, retirement planning, estate planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Austin Financial Services can assist you with your financial needs.
Blue Chip Macro
Blue Chip Macro is a Registered Investment Financial Advisor located at 729 Montana Avenue, Santa Monica, California, United States. We offer money management, financial planning, and business consulting services. Our transparent compensation structure ensures no conflicts of interest, and we develop custom solutions tailored to your needs. Our patent pending investment algorithm protects and grows your wealth, while our expert advice can help your business thrive. As an independent fee-only Registered Investment Financial Advisor, Blue Chip Macro upholds a Fiduciary Standard of Care, always acting in the best interests of our clients. We offer a comprehensive suite of financial services including financial planning, asset management, retirement planning, and estate planning. Our focus is on providing objective and unbiased financial advice, free from commissions or affiliations with investment firms.
One Wealth Management
One Wealth Management is a finance institution located at 233 Wilshire Boulevard, Santa Monica, California, United States. We believe that relationships are key to success, inspiring trust and discipline for mutual growth. Our team is dedicated to understanding your goals and helping you reach your full potential. Our experienced advisors specialize in investment management strategies and financial planning, analyzing, customizing, implementing, and protecting plans to help you achieve financial success. We work as a team to fulfill your goals and provide a wide range of financial services to meet your needs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 100 Wilshire Boulevard in Santa Monica, California, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. They go beyond traditional wealth planning advice by offering guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, working closely with clients to understand their financial goals and create strategies to meet their long-term objectives. The branch is also dedicated to giving back to the community through volunteerism and charitable outreach. With access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources, clients can trust Merrill Lynch to help them pursue their financial and life goals. Whether you are a seasoned financial advisor or looking to start a career in wealth management, Merrill Lynch offers professional training, mentoring, and technology to support your growth. Investing with Merrill Lynch involves risks, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a wide range of brokerage, investment advisory, and other services available, Merrill Lynch Wealth Management is dedicated to helping clients achieve their unique financial goals.
ROI Financial Services Corporation
ROI 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.
Madison Tax Solutions Inc
Madison Tax Solutions Inc is a comprehensive financial services institution located at 100 Wilshire Boulevard in Santa Monica, California. Our team of experienced professionals specialize in accounting, finance, legal services, and real estate transactions. Whether you need assistance with tax preparation, financial planning, legal advice, or real estate transactions, our knowledgeable staff is here to help. Trust Madison Tax Solutions Inc for all your financial needs in the Santa Monica area.
Goodfriend & Jacobs
Goodfriend & Jacobs is a leading accounting and finance institution located at 1299 Ocean Avenue in Santa Monica, California. Specializing in estate/retirement planning and investment management, we work closely with our clients to help them achieve their financial goals through a proactive and trustworthy approach. Our services include accounting, tax planning, bill-paying, estate planning, and investment management, tailored to individuals and companies in the entertainment industry. Our experienced team, led by partners Jeffrey Jacobs and Lawrence Goodfriend, has over 20 years of professional experience in advising high net-worth clients in the fields of entertainment, sports, and music. We also offer custom tax planning, entity formation, contract review, investment management, estate planning, and wealth transfer strategies.
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