Financial advisor business in Los Angeles, CA
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DBEST Financial Services
● ClosedDBEST Financial Services is a reputable accounting and finance institution located at 727 North Broadway in the vibrant city of Los Angeles, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and investment management. We strive to provide our clients with the best financial solutions tailored to their specific needs and goals. Visit us today and let us help you achieve financial success.
727 N Broadway # 209, Los Angeles, CA 90012, United States -
Merrill Lynch Financial Advisor Russell Reyes
● ClosedMerrill Lynch Financial Advisor Russell Reyes, located at 333 South Hope Street in Los Angeles, California, is a trusted institution in the finance industry with over 25 years of experience. Russell Reyes holds a bachelor's degree in Business/Economics from UCLA and is dedicated to working with individuals and families to help them achieve their financial goals. At Merrill Lynch Wealth Management, Russell Reyes follows the tradition of community involvement by volunteering with organizations in the local community. Through Merrill Personal Wealth Analysis™, he can create a personalized financial plan tailored to your specific goals and needs. By starting with a conversation to understand your priorities and aspirations, Russell Reyes can help you make informed decisions about your financial future.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Kavi Fulena
● ClosedMerrill Lynch Financial Advisor Kavi Fulena, located at 333 South Hope Street in Los Angeles, California, offers personalized financial planning and investment strategies to help clients navigate today's changing markets. With access to the banking solutions of Bank of America, Kavi Fulena can assist with managing concentrated stock positions, retirement planning, inheritance, business sales, and more. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, the team creates customized financial plans with measurable goals. Through the Investment Personality Assessment, clients can gain insights into their investing preferences to tailor a financial approach that aligns with their values. Kavi Fulena is registered to do business in multiple states and offers a breadth of potential solutions, premier customer service, and financial tools to address each client's individual circumstances. With a focus on the client's needs and priorities, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their financial goals, adjusting their approach as needed to reflect changes in their life and the market. By working closely with clients and providing ongoing guidance, Kavi Fulena helps clients navigate the complexities of their financial lives and pursue their most important goals.
333 S Hope St, Los Angeles, CA 90071, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors, located at 18301 Von Karman Avenue in Irvine, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. Their fee-only approach ensures objectivity in investment recommendations. With a personalized touch and deep expertise, clients can focus on what matters most. EP Wealth offers a wide range of wealth management services, including financial planning, investment management, tax and estate planning, and more. Clients work closely with a team of Certified Financial Planners, tax professionals, and portfolio managers to create a personalized financial plan. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals.
18301 Von Karman Ave #1050, Irvine, CA 92612, United States -
SagePoint Financial
● ClosedSagePoint Financial is a leading finance institution located at 5275 East Beverly Boulevard in East Los Angeles, California, United States. With a focus on providing comprehensive financial services and solutions, SagePoint Financial is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or protect your assets, SagePoint Financial is here to help you every step of the way.
5275 E Beverly Blvd, East Los Angeles, CA 90022, United States -
Merrill Lynch Financial Advisor Annterese Toth
● ClosedMerrill Lynch Financial Advisor Annterese Toth is a finance institution located at 333 South Hope Street in Los Angeles, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Mr. Carpou, with over 41 years of experience in the Investment Business, leads our team with expertise in Public Finance and Fixed Income Markets. Our team of talented individuals is committed to helping you pursue your financial goals, whether it be planning for retirement, managing wealth, or philanthropic endeavors. We understand the complexities of investing and managing wealth, and we collaborate to recommend financial services tailored to your specific needs. With offices on both the east and west coasts, we provide a unique perspective to assist you in your financial journey. As your life and goals change, we are here to provide a customized and consistent experience that goes beyond wealth management. Let's work together to help you achieve your financial goals.
333 S Hope St Suite 3900, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Adam Levi
● ClosedMerrill Lynch Financial Advisor Adam Levi, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to helping individuals, families, and small business owners manage their assets and liabilities. Adam Levi, a member of the Merrill Lynch team since 2015, holds a B.A. in Economics from the University of California, Riverside, and an MBA from UCLA Anderson School of Management. With a focus on understanding your values and life goals, Adam Levi works with clients to develop personalized financial plans that evolve with your changing needs and priorities. Through one-on-one conversations and personalized investment strategies, Adam Levi aims to help clients pursue their financial goals and build a legacy for future generations. As a member of the CFA Institute and the CFA Society of Los Angeles, Adam Levi brings a wealth of knowledge and experience to help clients navigate market volatility and make informed financial decisions. With access to the resources of Merrill and Bank of America, Adam Levi can provide comprehensive financial solutions tailored to your individual needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Adam Levi is committed to helping you achieve your financial goals and live your best financial life.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Beacon Pointe Advisors
● Closedn and a disciplined investment approach to help clients achieve their financial goals. With over 25 years of experience in the financial industry, Bob specializes in wealth management, financial planning, and retirement planning for individuals and families. Prior to joining Beacon Pointe, Bob worked at UBS Financial Services as a Senior Vice President. Bob graduated from the University of California, Irvine with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. In his free time, Bob enjoys playing golf, traveling, and spending time with his wife and two children. Susan is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for working with individuals, families, and businesses to develop customized financial plans to meet their specific needs and goals. With over 20 years of experience in the financial industry, Susan specializes in retirement planning, estate planning, and investment management. Prior to joining Beacon Pointe, Susan worked at Merrill Lynch as a Financial Advisor. Susan graduated from the University of California, Los Angeles with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. In her free time, Susan enjoys hiking, cooking, and volunteering in her community. Overall, Beacon Pointe Advisors in San Diego, California, offers a comprehensive range of financial services including investment advisory services, financial planning, wealth management, and retirement plan services. With a team of experienced and dedicated advisors, Beacon Pointe is committed to helping clients achieve their financial goals and secure their financial future.
12750 High Bluff Dr Suite 460, San Diego, CA 92130, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors, located at 3655 Nobel Drive in San Diego, California, is a trusted finance and insurance agency dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs and objectives. With a fee-only approach, EP Wealth provides objective investment recommendations to ensure the best outcomes for clients. At EP Wealth Advisors, clients can expect a personalized touch and deep expertise to help them focus on what truly matters. The team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a customized financial plan tailored to each client's situation and goals. From managing investment portfolios to implementing estate, tax, and giving plans, EP Wealth Advisors offers a comprehensive array of wealth management services.
3655 Nobel Dr #200, San Diego, CA 92122, United States -
U.S. Bancorp Investments - Financial Advisors: Simi Valley
● ClosedU.S. Bancorp Investments - Financial Advisors in Simi Valley, California, is a trusted institution offering expert financial advice and services to help individuals and businesses achieve their financial goals. Located at 1445 East Los Angeles Avenue, their team of experienced advisors is dedicated to providing personalized guidance and solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, U.S. Bancorp Investments is committed to helping you navigate the complexities of the financial world with confidence and clarity. Contact them today to schedule a consultation and take the first step towards a secure financial future.
1445 E Los Angeles Ave, Simi Valley, CA 93065, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned finance institution located at 21650 West Oxnard Street in Los Angeles, California, United States. Our team of expert advisors are dedicated to providing comprehensive financial services and personalized investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and integrity, Morgan Stanley Financial Advisors is committed to delivering top-notch financial guidance and solutions to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
21650 W Oxnard St Ste 1800, Woodland Hills, CA 91367, United States -
San Pham - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSan Pham - Financial Advisor, Ameriprise Financial Services, LLC, located at 6355 California 27, Los Angeles, California, United States, is a finance institution that offers a wide range of financial services. The advisors at San Pham hold various certifications such as 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 ensure that the advisors at San Pham are well-equipped to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, investment strategies, estate planning, retirement planning, insurance products, or any other financial needs, the advisors at San Pham have the knowledge and expertise to help you achieve your financial goals.
6355 CA-27 Ste 520, Woodland Hills, CA 91367, United States -
Financial Peak
● ClosedFinancial Peak is a leading finance institution located at 5850 Canoga Avenue in the vibrant city of Los Angeles, California, United States. We specialize in providing top-notch financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Financial Peak is here to help you reach your peak financial potential. Visit us today to discover how we can assist you in reaching new heights of financial success.
5850 Canoga Ave suite 400, Woodland Hills, CA 91367, United States -
TBK Tax & Financial Services, Inc.
● ClosedTBK Tax & Financial Services, Inc. is a reliable institution located at 22543 Ventura Boulevard in Los Angeles, California. Specializing in accounting and finance, our team is led by Mr. Fawaz Amer, an Enrolled Agent and accountant with degrees from UCLA and CSN. With over 15 years of experience in the industry, we offer accurate and affordable tax services for individuals and businesses. At TBK Tax & Financial Services, Inc., our mission is simple: to provide unbeatable rates while maximizing your return and finding every possible deduction. From individual tax filings to business accounting and corporation setup, we cover a wide range of services to meet your financial needs. Our team stays up-to-date with the frequent changes in tax laws to ensure accuracy and precision in our work.
22543 Ventura Blvd # 218, Woodland Hills, CA 91364, United States -
Bernstein Financial Services
● ClosedBernstein Financial Services is a reputable accounting and finance institution located at 7120 Hayvenhurst Avenue in Los Angeles, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Bernstein Financial Services is dedicated to providing top-notch assistance and expertise to help you achieve your financial goals. Trustworthy and reliable, they are committed to helping their clients navigate the complexities of the financial world with confidence.
7120 Hayvenhurst Ave # 316, Van Nuys, CA 91406, United States -
Dukes Financial Services Inc
● ClosedDukes Financial Services Inc is a reputable finance institution located at 21201 Victory Boulevard in Los Angeles, California, United States. With a strong focus on providing top-notch financial services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet the unique needs of our clients. Trust Dukes Financial Services Inc to provide expert guidance and support to help you secure a stable financial future.
21201 Victory Blvd, Canoga Park, CA 91303, United States -
Silvers Financial Services, Inc
● ClosedSilvers Financial Services, Inc is a reputable accounting and finance institution located at 21757 Devonshire Street in Los Angeles, California, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our dedication to providing personalized and high-quality services sets us apart from other institutions. Whether you are an individual or a business looking for financial guidance, Silvers Financial Services, Inc is here to help you achieve your financial goals.
21757 Devonshire St # 11, Chatsworth, CA 91311, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 15260 Ventura Boulevard in Los Angeles, California, United States. Our team of experienced financial advisors provides comprehensive wealth management services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your assets, our advisors are here to provide personalized guidance and expertise. Trust Morgan Stanley Financial Advisors to help you navigate the complexities of the financial world and secure your financial future.
15260 Ventura Blvd Ste 1900, Sherman Oaks, CA 91403, United States -
Premier Financial Consultants
● ClosedPremier Financial Consultants is a leading finance institution located at 15490 Ventura Boulevard in Los Angeles, California, United States. With a team of expert financial advisors, we provide top-notch financial consulting services to individuals and businesses looking to achieve their financial goals. From investment planning to retirement strategies, our consultants are dedicated to helping our clients make informed decisions and secure their financial future. Trust Premier Financial Consultants to provide personalized and professional financial guidance tailored to your specific needs.
15490 Ventura Blvd Suite 220, Sherman Oaks, CA 91403, United States -
ACap Advisors & Accountants: Wealth Management and Accounting Services
● OpenACap Advisors & Accountants is a boutique finance institution located at 12031 Ventura Boulevard, Los Angeles, California, United States. We offer fee-only wealth management and full-service accounting services. Our team of dedicated professionals provides comprehensive, unbiased financial advice to help you achieve your financial goals. Whether you need help with investing, tax planning, retirement planning, or business accounting, ACap is here to maximize your profits and eliminate financial anxiety. We offer personalized financial planning services, including creating investment portfolios, retirement planning, payroll, bookkeeping, and business tax preparation. Our holistic approach to advising ensures that we fully understand your goals and objectives before making any investment decisions. Visit us to learn more about our services and expertise in financial management.
12031 Ventura Blvd Suite 1, Los Angeles, CA 91604, United States -
PREMIER FINANCIAL TAX & Accounting Services
● ClosedPremier Financial Tax & Accounting Services is a professional institution located at 17547 Ventura Boulevard in Los Angeles, California. Specializing in accounting, finance, and legal services, our firm is dedicated to providing personalized and professional tax solutions to local residents in Los Angeles, Encino, Sherman Oaks, Tarzana, Van Nuys, and clients nationwide. With a focus on listening to our clients, understanding their needs, and customizing our services, we strive to empower individuals, families, and businesses with tailored financial solutions that promote growth, stability, and prosperity. Our team has a high client retention rate and takes pride in delivering high-quality services that are unique in the industry.
17547 Ventura Blvd #102, Encino, CA 91316, United States -
The Advisor Consulting Group
● ClosedThe Advisor Consulting Group is a leading finance institution located at 4266 Valley Meadow Road in Los Angeles, California. Our team of expert advisors provides top-notch financial consulting services to individuals and businesses looking to achieve their financial goals. With years of experience and a track record of success, we pride ourselves on delivering personalized solutions tailored to each client's unique needs. Whether you're looking to invest, plan for retirement, or grow your wealth, The Advisor Consulting Group is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
4266 Valley Meadow Rd, Encino, CA 91436, United States -
McIntosh Capital Advisors, Inc.
● ClosedMcIntosh Capital Advisors, Inc. is a finance institution located at 2566 Overland Avenue in Los Angeles, California, United States. As a leading financial advisory firm, McIntosh Capital Advisors provides personalized investment strategies and wealth management services to individuals, families, and businesses. With a team of experienced financial professionals, they aim to help clients achieve their financial goals through strategic planning, risk management, and investment opportunities. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, McIntosh Capital Advisors is dedicated to providing expert guidance and support every step of the way.
2566 Overland Ave Suite 695, Los Angeles, CA 90064, United States -
Olympic Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedOlympic Wealth Advisors - Ameriprise Financial Services, LLC, located at 11150 West Olympic Boulevard in Los Angeles, California, is a reputable finance institution led by R. Alan Brende, a Forbes Best-in-State Wealth Advisor for 2023. With a focus on personalized advice tailored to help clients achieve their financial goals, Olympic Wealth Advisors offers a range of services to navigate the current market landscape and maximize investment opportunities. As a member of Ameriprise Financial Services, LLC, clients can trust in the expertise and professionalism of their advisors, who are registered to do business in specific U.S. states. Whether you are looking to plan for the future, optimize your investments, or secure your financial well-being, Olympic Wealth Advisors is dedicated to providing exceptional service and guidance. Contact them today for a consultation and take the first step towards financial success.
11150 W Olympic Blvd Ste 1130, Los Angeles, CA 90064, United States -
Global Merchant Advisors
● OpenGlobal Merchant Advisors is a leading financial institution located at 11835 West Olympic Boulevard in Los Angeles, California, United States. We specialize in providing expert advice and solutions for businesses looking to expand and optimize their payment processing capabilities. Our team of experienced advisors is dedicated to helping clients navigate the complexities of the global market and achieve their financial goals. With a focus on innovation and customer service, Global Merchant Advisors is committed to delivering tailored solutions that meet the unique needs of each client. Contact us today to learn more about how we can help your business thrive in the competitive global marketplace.
11835 W Olympic Blvd #650e, Los Angeles, CA 90064, United States -
Merrill Lynch Financial Advisor Jerry Au
● Closedt Financial Advisor, Jerry Au is located at 333 South Hope Street in Los Angeles, California. Jerry is a Senior Vice President, Wealth Management Advisor with The Kevin Hanley Group, and a practicing CERTIFIED FINANCIAL PLANNER™, CFP ® certificant. With a focus on 401(k) plans, Estate and Retirement Planning Services, Financial and Cash Management strategies for businesses and high net worth individuals, Jerry brings a wealth of knowledge and expertise to his clients. Jerry joined Merrill Lynch Wealth Management in 2002 after graduating from the University of California, Los Angeles with a degree in Mathematics Economics. He has completed an Executive Program at Northwestern University's Kellogg School of Business and holds designations such as Chartered Retirement Planning Counselor and CFP® certification.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Mary C Hong
● ClosedMerrill Lynch Financial Advisor Mary C Hong is a Senior Vice President and Wealth Management Advisor located at 333 South Hope Street, Los Angeles, California. With over 26 years of experience with Bank of America/Merrill, Mary works with affluent families, individual clients, closely-held businesses, and non-profit organizations to set quantifiable goals and develop customized financial strategies. She is a Certified Financial Planner™ and holds designations such as Certified Portfolio Manager and Chartered Retirement Planning Counselor. Mary's approach to wealth management is consultative, objective, and committed to excellence, offering services such as portfolio development, education plans, liability management, trust and estate planning, insurance planning, and retirement planning. She focuses on helping clients achieve their financial goals while managing investment risk, and believes in creating personalized plans to address individual needs and aspirations. Mary's dedication to her clients and her community is evident through her volunteer work and commitment to building personalized investment approaches that reflect each client's unique personality and priorities.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Norman S. Labrador
● ClosedMerrill Lynch Financial Advisor Norman S. Labrador, located at 800 East Colorado Boulevard in Pasadena, California, is a finance institution with a focus on developing personalized strategies for individuals, families, and businesses to help them achieve their short- and long-term financial goals. Norman S. Labrador, a Wealth Management Advisor with a bachelor's degree in Finance from California State University, Los Angeles, has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management in 2007. Norman and his wife, Janet, are active in the community, supporting various charitable causes. At Merrill Lynch Wealth Management, Norman and his team offer personalized financial advice and strategies tailored to each client's unique goals and priorities. By listening to clients' needs and understanding their aspirations, they help build a comprehensive plan to manage, grow, and preserve wealth, while considering the impact for future generations.
800 E Colorado Blvd, Pasadena, CA 91101, United States -
Prizer & Flores CPAs & Business Advisors
● ClosedPrizer & Flores CPAs & Business Advisors is a leading accounting and finance institution located at 1635 Ohms Way in Costa Mesa, California, United States. Our team of experts can help you navigate the ever-changing income tax code, reconcile bank accounts, provide monthly bookkeeping services, create formal financial statements, and offer customized tax planning solutions. We offer monthly plans to help businesses of all sizes lower their administrative and bookkeeping costs by 30 to 50%. With over a century of combined experience, our team specializes in a variety of industries and is committed to providing comprehensive financial solutions to our clients. Prizer & Flores CPAs has been proudly serving businesses and individuals in Orange County and Los Angeles for over 35 years. Contact us using the form below with any questions you may have, and we will respond promptly.
1635 Ohms Way Suite A, Costa Mesa, CA 92627, United States -
Robin Rae Jeremiah Financial Planner San Pedro
● ClosedRobin Rae Jeremiah Financial Planner San Pedro is a reputable finance institution located at 916 North Western Avenue in Los Angeles, California. As a trusted financial planner, we specialize in helping individuals and businesses create personalized financial strategies to achieve their goals. Our experienced team is dedicated to providing expert advice and guidance to help our clients make informed decisions about their finances. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Robin Rae Jeremiah Financial Planner San Pedro is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
916 N Western Ave, San Pedro, CA 90732, United States
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