TOP 30 Family wealth management in Los Angeles, California

184 results found

U.S. Bank - Private Wealth Advisor Maria Pilar Pettys is a leading financial institution located at 633 West 5th Street in Los Angeles, California. Specializing in private wealth management, Maria Pilar Pettys and her team provide personalized financial solutions to high-net-worth individuals and families. With a focus on building long-term relationships and achieving financial goals, they offer a range of services including investment management, estate planning, and retirement planning. Trustworthy and experienced, U.S. Bank - Private Wealth Advisor Maria Pilar Pettys is dedicated to helping clients secure their financial future.

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.

Jac B Stulberg - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading finance institution located in Los Angeles, California. Specializing in providing personalized wealth management services, they help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and expertise, Jac B Stulberg and his team offer comprehensive financial planning, investment management, retirement planning, and estate planning services. Their office at 2029 Century Park East is a hub of financial knowledge and expertise, dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Private Wealth Advisor Jerome S Klein 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, Jerome S Klein and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a reputation for excellence and a commitment to client satisfaction, Merrill Lynch Private Wealth Advisor Jerome S Klein is a trusted partner for individuals seeking expert financial advice and guidance.

U.S. Bank - Private Wealth Advisor: Rahel Cook is a prestigious financial institution located at 633 West 5th Street in the vibrant city of Los Angeles, California. As a private wealth advisor, Rahel Cook offers personalized financial planning and investment management services to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and providing tailored solutions, U.S. Bank - Private Wealth Advisor: Rahel Cook strives to help clients achieve their financial goals and secure their financial futures. Trustworthy, knowledgeable, and dedicated, Rahel Cook and her team are committed to delivering exceptional service and expert guidance in wealth management.

Lee Dover - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 21300 Victory Boulevard in Los Angeles, California, is a finance institution dedicated to providing comprehensive wealth management services. Lee Dover holds multiple prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lee Dover's expertise in various aspects of financial planning, including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lee Dover is dedicated to helping individuals and families achieve their financial goals.

Private Wealth Solutions is a leading finance institution located in Los Angeles, California, United States. We specialize in providing personalized wealth management solutions for high-net-worth individuals, families, and businesses. Our team of experienced financial advisors offers comprehensive financial planning, investment management, and estate planning services to help our clients achieve their financial goals. With a focus on exceptional service and tailored strategies, Private Wealth Solutions is committed to helping our clients build and preserve their wealth for generations to come.

Rich Winer - Wealth Advisor is a leading financial institution located at 21650 West Oxnard Street in Los Angeles, California, United States. As a trusted wealth advisor, we specialize in providing personalized financial planning and investment management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and families build and preserve wealth for the long term. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rich Winer - Wealth Advisor is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Private Wealth Advisor Jordan Friedman, located at 2049 Century Park East in Los Angeles, California, offers personalized financial strategies designed to help you pursue your long-term goals. With access to industry-leading research and expert analysis, their highly experienced team provides one-on-one service to gain a deep understanding of your goals and values. As a client, you will have access to the banking capabilities of Bank of America and the investing capabilities of Merrill to help provide appropriate solutions for your financial needs. Whether you are an individual, family, business owner, or executive, Merrill Private Wealth Management is dedicated to providing personalized strategies tailored to your unique situation. Their team of specialists is committed to helping you simplify your finances and prepare for the future. With a focus on goals-based financial strategies, Merrill aims to anticipate and meet your evolving financial needs. Contact Merrill Lynch Private Wealth Advisor Jordan Friedman to start pursuing what's most important to you.

Patrick Severo - RBC Wealth Management Financial Advisor is a trusted financial institution located at 9465 Wilshire Boulevard in Beverly Hills, California, United States. As a dedicated financial advisor, Patrick Severo offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Patrick Severo provides expert advice on investment strategies, retirement planning, and wealth preservation. Whether you are looking to grow your wealth or protect your assets, Patrick Severo - RBC Wealth Management Financial Advisor is committed to helping you secure a stable financial future.

Family Income Tax Services is a reputable accounting and finance institution located at 2702 Vermont Avenue in Los Angeles, California. Our team of experienced professionals specialize in helping families navigate the complexities of income tax preparation. From filing taxes to maximizing deductions, we are dedicated to providing personalized and reliable services to ensure our clients receive the best possible outcomes. Trust Family Income Tax Services to handle all of your tax needs with efficiency and expertise.

Welcome to Los Angeles Plastic Surgery, where excellence in aesthetic transformation meets compassionate care. Located at 436 N Bedford Dr Suite 215 in the heart of Beverly Hills, CA, our practice is led by the esteemed Dr. John M. Anastasatos, M.D., FACS, a board-certified plastic surgeon with decades of experience in delivering outstanding surgical results. Dr. Anastasatos is renowned for his skill, artistry, and commitment to achieving natural-looking results. His approach often involves endoscopic procedures and local anesthesia, which reduce risks and promote quicker recovery times for patients. As a fellow of the American College of Surgeons and a former Assistant Professor of Plastic Surgery at The University of Alabama at Birmingham, Dr. Anastasatos brings a wealth of knowledge and expertise to his practice.

Welcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.

Los Angeles County Fire Dept. Station 163 Welcome to the Los Angeles County Fire Dept. Station 163, located at 6320 Pine Avenue, Bell, California 90201. As a proud member of the Los Angeles County Fire Department, Station 163 upholds an internationally renowned reputation for excellence in fire and emergency services.

Welcome to SchoolsFirst Federal Credit Union, located in the vibrant community of Ladera Heights, Los Angeles. Situated at 5359 West Centinela Avenue, our branch is dedicated to providing exceptional financial services to educators and their families. As a member-focused credit union, we offer a comprehensive range of financial products, including savings and checking accounts, loans, and investment services, all designed with your unique needs in mind. Our friendly and knowledgeable staff are here to help you achieve your financial goals with personalized service and expert advice. Whether you're planning for the future, managing daily expenses, or seeking to grow your wealth, SchoolsFirst Federal Credit Union is your trusted partner in financial success. Visit us today and experience the difference of a credit union that puts its members first.

Welcome to Augustus Wealth – Your Partner in Financial Success Located at 350 Main Street, Seal Beach, California, Augustus Wealth is a premier financial consulting and wealth management firm dedicated to empowering professionals with equity compensation, particularly those in the tech, space, and related industries. Our mission is to modernize financial planning and portfolio management, helping you unlock the full potential of your equity and achieve your financial goals.

Oleg Avanesov - State Farm Insurance Agent is a reputable insurance agency located at 12213 Santa Monica Boulevard in Los Angeles, California. With over 21 years of experience, Oleg Avanesov brings a strong educational background and a wealth of knowledge to his agency. As a member of the Chamber of Commerce, Oleg is actively involved in the local business community, fostering strong connections and staying informed about the latest developments that may impact his customers' insurance needs. Oleg's commitment to excellence is evident through his achievement as an Ambassador Travel Qualifier, highlighting his dedication to providing exceptional service and meeting his customers' unique insurance requirements. Beyond his professional accomplishments, Oleg is a devoted husband and father, finding joy in spending quality time with his family and pursuing his passion for antique collecting.

Suman Veeragandham, MD - Stanford Medicine Children's Health is a renowned medical institution located at 27212 Calaroga Avenue in Hayward, California, United States. Dr. Veeragandham is a highly skilled doctor specializing in Obstetrics and Gynecology, certified by the American Board of Obstetrics and Gynecology. With a wealth of experience, including serving on the Keck USC Medical Center Medical Staff Office in Los Angeles and at Rush Presbyterian - St Lukes Medical Center in Chicago, Dr. Veeragandham provides top-quality care for patients of all ages. Trust your health to the expertise of Dr. Suman Veeragandham at Stanford Medicine Children's Health.

Delington Financial & Insurance Services, located at 21515 Hawthorne Boulevard in Torrance, California, offers a unique blend of financial and insurance solutions. Our professional team specializes in financial risk management, providing tailored strategies to protect you, your loved ones, and your assets from potential financial losses. Life is unpredictable, which is why our consultants are dedicated to finding the right mix of financial and insurance products to meet your specific needs. From dental insurance and discount plans to accident and illness coverage, we offer a comprehensive range of options to safeguard your financial well-being.

The Joe Montague Agency is an insurance agency located at 6670 Glade Avenue, Suite 124, Woodland Hills, CA 91303 in Los Angeles, California. Our focus is on empowering clients with education and knowledge about their health insurance benefits. Whether it's assistance with applications or claims processing, we provide support to both individual clients and groups. At Joe Montague Agency, we prioritize our clients' interests, needs, and budget, ensuring they understand how their insurance works. We work closely with payroll and HR departments to streamline administration and provide direct assistance to employees, acting as an extension of the HR department.

Flagstar Private Banking is a prestigious financial institution located at 21255 Burbank Boulevard in the bustling city of Los Angeles, California, United States. As a leading bank in the industry, Flagstar Private Banking offers exclusive services tailored to meet the unique financial needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, Flagstar Private Banking provides personalized solutions to help clients achieve their financial goals and preserve their wealth for future generations. Whether you are looking for investment advice, estate planning services, or customized lending solutions, Flagstar Private Banking is dedicated to providing unparalleled service and expertise to help you navigate the complexities of wealth management.

Logix - Tarzana Branch is a financial institution located at 18700 Ventura Boulevard in Los Angeles, California, United States. As a branch of Logix Federal Credit Union, it offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a commitment to providing excellent customer service and competitive rates, Logix - Tarzana Branch is dedicated to helping individuals and families achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.

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.

Interplay Legal Solutions, led by Nikki Hashemi, is a compassionate and understanding law firm specializing in bankruptcy debt relief and estate planning. Located at 144 Los Angeles Avenue in Moorpark, California, Interplay Legal Solutions offers personalized legal services to help clients navigate their financial challenges and plan for the future. With a focus on empathy and expertise, Nikki Hashemi is dedicated to providing top-notch legal representation to individuals and families in need.

Nader & Woodcock is a prestigious institution located at 6320 Canoga Avenue in Los Angeles, California, United States. Specializing in family law and business law, our team of experienced lawyers is committed to providing our clients with thorough, honest, and knowledgeable legal representation. Our unique team approach allows us to analyze, create a strategy, and manage each case based on the expertise and focus of each attorney. With a focus on high-profile individuals facing complex legal issues, we offer skilled and knowledgeable legal strategies to help our clients achieve the most favorable outcome possible.

Empower Training Institute, Inc. is a dynamic educational institution located at 4016 West Slauson Avenue in Los Angeles, California. Our Black Table Talk Mentoring Program (BTT) is specifically designed for young girls in 6th-12th grade who may be struggling academically or behaviorally and could benefit from supportive sisterhood relationships. In addition, we offer Limited Conservatorship services for adults with developmental disabilities who require assistance in decision-making. Our GHOSTED program focuses on mental health and resilience for students in grades 8 to 10, helping to break the stigma surrounding anxiety, depression, and anger.

Josephine Louise Starling: Primerica - Financial Services is a reputable finance and insurance agency located at 6820 La Tijera Boulevard in Los Angeles, California, United States. With a strong focus on providing quality financial services to individuals and families, this institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Josephine Louise Starling: Primerica - Financial Services are dedicated to helping you secure your financial future.

Bill Heard: Primerica - Financial Services is a reputable finance and insurance agency located at 6820 La Tijera Boulevard in Los Angeles, California, United States. With a focus on providing top-notch financial services to individuals and families, this institution offers a range of products and solutions to help clients achieve their financial goals. From retirement planning to insurance coverage, Bill Heard: Primerica - Financial Services is committed to ensuring that their clients have the tools and resources they need to secure their financial future. With a team of experienced professionals, this institution is dedicated to providing personalized guidance and support to each and every client.

American Legacy Solutions is a reputable insurance agency located at 5775 East Los Angeles Avenue in Simi Valley, California. We specialize in providing a wide range of insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and discover how American Legacy Solutions can help you achieve peace of mind and financial security.