Expert financial advisory services in Santa Monica, CA
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Quantum Financial Advisors, LLC
● OpenQuantum Financial Advisors, LLC, located at 520 Broadway in Santa Monica, California, is a finance institution that specializes in providing simple and elegant solutions to life's complex financial problems. Our mission is to alleviate financial stress for our clients so they can spend more time doing what they love. As fiduciaries, we prioritize the interests and success of our clients above all else, building relationships based on trust and collaboration. We work closely with our clients and their team of experts to ensure that resources and capital are aligned with their personal, family, and social perspectives. Our commitment to honesty, transparency, and ethical standards sets us apart in the industry. With a deep understanding of the unique needs of our typical clients, such as business owners, executives, and individuals entering new phases of life, we provide tailored financial solutions to help them achieve their goals.
520 Broadway Suite 200, Santa Monica, CA 90401, United States -
WellAcre Global Wealth Advisors
● OpenWellAcre 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.
520 Broadway #200, Santa Monica, CA 90401, United States -
Wilshire Associates
● OpenWilshire Associates, located at 1299 Ocean Avenue in Santa Monica, California, is a trusted partner for institutional investors, financial advisors, and intermediaries. With innovative investment solutions backed by both qualitative and quantitative insights, Wilshire offers advanced modeling tailored to individual needs. Specializing in optimizing investment portfolios, understanding risks, and maximizing value, Wilshire provides superior market knowledge to clients such as central banks, pension funds, insurance companies, foundations, endowments, and family offices. Wilshire Associates also offers bespoke advisory services and outsourced CIO solutions, as well as a range of financial products customized to meet specific goals. Clients can benefit from new strategies and opportunities, access quality portfolio models, and utilize tools and resources for more meaningful conversations and improved investment outcomes. Wilshire also assists clients in integrating environmental, social, and governance considerations into their investment strategies through advisory services, research, and financial solutions.
1299 Ocean Ave #700, Santa Monica, CA 90401, United States -
Montminy & Co., LLC
● OpenMontminy & Co., LLC is a boutique investment bank located at 201 Santa Monica Boulevard in Santa Monica, California. Specializing in providing custom-tailored advisory services to the middle market, Montminy & Co., LLC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, this finance institution offers personalized solutions to meet the unique needs of each client. If you are looking for expert financial guidance and support, Montminy & Co., LLC is the place to go.
201 Santa Monica Blvd Suite 480, Santa Monica, CA 90401, United States -
The Alexander Group - Morgan Stanley
● OpenThe Alexander Group - Morgan Stanley is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in the financial industry, this institution provides a wide range of services including wealth management, investment banking, and financial advisory. The team at The Alexander Group - Morgan Stanley is dedicated to helping clients achieve their financial goals through expert advice and personalized solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Alexander Group - Morgan Stanley is committed to providing top-notch service and expertise.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Main Street Advisors
● OpenMain 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.
3110 Main St Suite 200, Santa Monica, CA 90405, United States -
Madison Tax Solutions Inc
● OpenMadison 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.
100 Wilshire Blvd #700, Santa Monica, CA 90401, United States -
WES CPA
● OpenWES CPA is a reputable accounting and finance institution located at 2500 Broadway in Santa Monica, California, United States. With a team of experienced certified public accountants, WES CPA offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Whether you are an individual or a business owner, WES CPA is committed to providing personalized and professional services to help you achieve your financial goals. Contact WES CPA today to schedule a consultation and take control of your financial future.
2500 Broadway Ste F-125, Santa Monica, CA 90404, United States -
Baker Tilly US, LLP
● OpenBaker Tilly US, LLP is a leading accounting and finance institution located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. We specialize in providing a practical approach to vulnerability management, auditing small capital projects, and analyzing U.S. labor trends related to fair pay, equity, and transparency. Our institution offers an end-to-end compliance solution for prevailing wage and apprenticeship requirements in the Inflation Reduction Act. We also provide insights on managing cybersecurity and data governance risks, as well as strategies for moving your business forward with IRA, ESG, and cybersecurity solutions.
11150 Santa Monica Blvd Suite 600, Los Angeles, CA 90025, United States
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