Financial advisor business in Santa Monica, CA
72 results found
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Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank located in Santa Monica, California, is dedicated to helping individuals and families achieve their wealth goals. With expertise in working with business owners, corporate executives, and modern families, our team is committed to providing personalized advice for unique needs and situations. Our Market Leader, Omid Noori, emphasizes empowering clients to leave the legacy they envision. Additionally, U.S. Bank believes in giving back to the community through charitable donations and volunteer work. Investment and insurance products are available through U.S. Bancorp Investments, and our team does not provide tax or legal advice. We strive to help clients manage concentration risk in their portfolios and diversify their investments. As an Equal Housing Lender, U.S. Bank is dedicated to providing quality financial services to our clients.
1401 Wilshire Blvd, Santa Monica, CA 90403, United States -
Fried Asset Management, Inc.
● ClosedFried Asset Management, Inc. is a reputable finance institution located at 1505 4th Street in Santa Monica, California, United States. With a focus on managing assets for individuals and businesses, Fried Asset Management, Inc. offers expert financial guidance and investment strategies tailored to meet the unique needs and goals of their clients. With a team of experienced professionals, they strive to provide top-notch service and support to help clients achieve financial success and security.
1505 4th St, Santa Monica, CA 90405, United States -
Palisades Investment Partners
● OpenPalisades Investment Partners is a leading finance institution located at 1453 3rd Street Promenade in Santa Monica, California, United States. Specializing in investment management and financial advisory services, Palisades Investment Partners offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is dedicated to providing top-notch financial services to individuals and businesses alike.
1453 3rd Street Promenade #310, Santa Monica, CA 90401, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Robert Ricco, Inc, An Accountancy Corp
● ClosedRobert Ricco, Inc, An Accountancy Corp is a reputable accounting firm located at 312 Arizona Avenue in Santa Monica, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and a strong attention to detail, we strive to help our clients achieve their financial goals and maximize their success. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Robert Ricco, Inc is here to provide expert guidance and support. Contact us today to learn more about how we can help you manage your finances effectively.
312 Arizona Ave, Santa Monica, CA 90401, United States -
FMP Accounting
● ClosedFMP Accounting is a reputable accounting and finance institution based in Santa Monica, California. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a focus on accuracy and efficiency, we strive to help our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how FMP Accounting can assist you with all of your accounting and finance needs.
401 WILSHIRE BLVD., 12TH FLOOR, Santa Monica, CA 90401, United States -
Selwyn and Associates, An Accountancy Corporation
● ClosedSelwyn and Associates, An Accountancy Corporation is a reputable accounting firm located in the bustling city of Santa Monica, California. With a prime location on 6th Street, this institution specializes in providing top-notch accounting and finance services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or auditing, the skilled team at Selwyn and Associates is here to help. Trustworthy, reliable, and dedicated to helping clients achieve their financial goals, Selwyn and Associates is the go-to choice for all your accounting needs in the Santa Monica area.
1513 6th St Ste 101, Santa Monica, CA 90401, United States -
Kiely Consulting
● ClosedKiely Consulting is a reputable finance institution located at 3231 Ocean Park Boulevard in Santa Monica, California. With a team of experienced financial experts, Kiely Consulting offers a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement planning, or wealth management, Kiely Consulting is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Kiely Consulting is committed to providing top-notch financial advice and services to clients in the Santa Monica area and beyond.
3231 Ocean Park Blvd # 119, Santa Monica, CA 90405, United States -
Evergreen Advantage
● OpenEvergreen Advantage is a reputable finance institution located in the heart of Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Evergreen Advantage has you covered. Visit us at 1424 4th Street to learn more about how we can help you achieve your financial goals.
1424 4th St, Santa Monica, CA 90401, United States -
726 Idaho Investors LLC
● Open726 Idaho Investors LLC is a finance institution located at 726 Idaho Avenue in Santa Monica, California, United States. We specialize in investment opportunities and financial services to help individuals and businesses grow and achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and innovative solutions to meet our clients' needs. Contact us today to learn more about how we can help you secure your financial future.
726 Idaho Ave, Santa Monica, CA 90403, United States -
The Lupu Group - Morgan Stanley
● OpenThe Lupu Group - Morgan Stanley is a prestigious finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in financial services, The Lupu Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Lupu Group - Morgan Stanley is committed to providing top-notch service and support.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Barrington Wilshire Inc
● OpenBarrington Wilshire Inc is a prestigious finance institution located at 2001 Wilshire Boulevard in Santa Monica, California, United States. With a reputation for excellence and expertise in financial services, Barrington Wilshire Inc offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Barrington Wilshire Inc for all your financial needs.
2001 Wilshire Blvd # 401, Santa Monica, CA 90403, United States -
Roth Capital Partners LLC
● OpenRoth Capital Partners LLC is a finance institution located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a focus on investment banking, the firm offers a range of financial services to clients, including capital raising, mergers and acquisitions, and strategic advisory services. Known for its expertise in the technology, healthcare, and consumer sectors, Roth Capital Partners LLC is committed to providing innovative and tailored financial solutions to help clients achieve their business goals.
11150 Santa Monica Blvd #480, Los Angeles, CA 90025, United States -
CLE Counseling
● OpenCLE Counseling is a reputable finance institution located in the heart of Santa Monica, California. Our dedicated team of financial experts is committed to providing top-notch counseling services to help individuals and businesses navigate their financial needs. Whether you are looking for assistance with budgeting, debt management, investment planning, or any other financial matter, our experienced professionals are here to help. Visit us at 3435 Ocean Park Boulevard and let us guide you towards a brighter financial future.
3435 Ocean Park Blvd #107h, Santa Monica, CA 90405, United States -
Harbor Road Capital Management LLC
● OpenHarbor Road Capital Management LLC is a finance institution located at 2120 Wilshire Boulevard in Santa Monica, California, United States. Specializing in investment management, the team at Harbor Road Capital Management LLC is dedicated to providing expert financial guidance and services to help clients achieve their financial goals. With a focus on personalized strategies and a commitment to excellence, Harbor Road Capital Management LLC is a trusted partner for individuals and businesses looking to grow and protect their wealth.
2120 Wilshire Blvd, Santa Monica, CA 90403, United States -
Maria Lupu - Morgan Stanley
● OpenMaria Lupu - Morgan Stanley is a leading finance institution located at 100 Wilshire Boulevard in Santa Monica, California. As a branch of the renowned Morgan Stanley, Maria Lupu offers a wide range of financial services to clients in the United States. With a team of experienced professionals, they provide expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, Maria Lupu - Morgan Stanley is committed to delivering top-notch service and expertise to meet your needs.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Ocean Avenue Llc
● ClosedOcean Avenue LLC is a reputable finance institution located at 101 Wilshire Boulevard in Santa Monica, California. With a prime location in the bustling city of Santa Monica, Ocean Avenue LLC offers a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of our clients. Whether you're looking for investment advice, wealth management, or assistance with financial planning, Ocean Avenue LLC is here to help you achieve your financial goals. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.
101 Wilshire Blvd, Santa Monica, CA 90401, United States -
Rustic Canyon Partners
● ClosedRustic Canyon Partners is a finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a focus on investing in innovative and high-growth companies, Rustic Canyon Partners provides strategic guidance and financial support to help businesses thrive. Their team of experienced professionals offers expertise in various industries, making them a valuable partner for entrepreneurs looking to scale their ventures. Whether you are a startup seeking funding or an established company in need of capital, Rustic Canyon Partners is committed to helping you achieve your financial goals.
100 Wilshire Blvd, Santa Monica, CA 90401, United States -
RMJR Tax and Accounting
● ClosedRMJR Tax and Accounting is a reputable institution located at 2525 Main Street in Santa Monica, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience in the industry, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust RMJR Tax and Accounting to help you navigate the complexities of the financial world and achieve your financial goals.
2525 Main St, Santa Monica, CA 90405, United States -
Madison Tax Solutions Inc
● ClosedMadison 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 -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1323 Lincoln Boulevard in Santa Monica, California, United States. With a strong reputation for providing expert tax preparation services, financial advice, and assistance with various financial matters, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring their financial success. Visit H&R Block today for all your accounting and finance needs.
1323 Lincoln Blvd, Santa Monica, CA 90401, United States -
A Action Income Tax Services
● OpenA Action Income Tax Services is a reputable accounting and finance institution located at 2018 Pico Boulevard in Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses in the area. Whether you need assistance with tax preparation, planning, or filing, we are here to help you navigate the complex world of taxes with ease. Trust A Action Income Tax Services to handle all of your financial needs with precision and expertise.
2018 Pico Blvd, Santa Monica, CA 90405, United States -
H&R Block
● ClosedH&R Block is a reputable accounting and finance institution located at 2930 Wilshire Boulevard in Santa Monica, California. With a strong presence in the United States, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Their team of experts are dedicated to helping individuals and businesses navigate the complexities of the financial world, ensuring their clients achieve their financial goals. Whether you need assistance with tax filing or financial planning, H&R Block is a trusted institution that provides reliable and professional services to meet your needs.
2930 Wilshire Blvd, Santa Monica, CA 90403, United States -
Action Tax
● ClosedAction Tax is a reputable accounting and finance institution located at 2601 Ocean Park Boulevard in Santa Monica, California. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping. Our goal is to help individuals and businesses navigate the complexities of the financial world and achieve their financial goals. Visit us today to see how we can help you take action towards a secure financial future.
2601 Ocean Park Blvd, Santa Monica, CA 90405, United States -
Jeannine Young & Associates
● OpenJeannine Young & Associates is a renowned accounting and finance institution located at 1750 Ocean Park Boulevard in Santa Monica, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, Jeannine Young & Associates has the expertise to assist you in achieving your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
1750 Ocean Park Blvd # 201, Santa Monica, CA 90405, United States -
Roohani Income Tax & Bookkeeping Services
● ClosedRoohani Income Tax & Bookkeeping Services is a reputable accounting and finance institution located at 2450 Wilshire Boulevard in the vibrant city of Santa Monica, California, United States. With a team of experienced professionals, they specialize in providing top-notch income tax and bookkeeping services to individuals and businesses alike. Whether you need help with filing your taxes or managing your financial records, Roohani Income Tax & Bookkeeping Services is dedicated to helping you navigate the complexities of accounting and finance with ease and confidence. Visit their office today to experience their exceptional services firsthand.
2450 Wilshire Blvd, Santa Monica, CA 90403, United States -
Leon Nazarian, CPA
● ClosedLeon Nazarian, CPA is a reputable accounting and finance institution located at 730 Arizona Avenue in Santa Monica, California. Specializing in tax returns preparation for individuals, businesses, self-employed individuals, corporations, LLCs, trusts, estates, and non-profits, they also provide representation for clients in disputed IRS tax audits, delinquent tax debt collection relief, tax liens, levies, seizures, past due and amended tax returns, and US tax returns with foreign issues. Leon Nazarian, CPA boasts a Master of Science in Taxation (MST) from Golden Gate University in San Francisco, which is the nation's top-ranking graduate level program in Taxation. They also hold a Master of Science in Taxation (MST) from California State University Northridge (CSUN).
730 Arizona Ave Ste 200, Santa Monica, CA 90401, United States -
Crystal Diane CPA
● ClosedCrystal Diane CPA is a reputable accounting and finance institution located at 528 Arizona Avenue in Santa Monica, California, United States. With years of experience and expertise in the field, Crystal Diane CPA offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with bookkeeping, budgeting, or investment strategies, Crystal Diane CPA is committed to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards securing your financial future.
528 Arizona Ave # 320, Santa Monica, CA 90401, United States -
Cuong Le CPA Inc
● ClosedCuong Le CPA Inc is a reputable accounting and finance institution located at 2020 Pico Boulevard in Santa Monica, California, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, bookkeeping, and financial planning. We strive to deliver accurate and reliable financial solutions to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
2020 Pico Blvd Ste C, Santa Monica, CA 90405, United States -
Hengameh Ruth Amirian IRS Enrolled Agent
● ClosedHengameh Ruth Amirian IRS Enrolled Agent is a reputable accounting and finance institution located at 11022 Santa Monica Boulevard in Los Angeles, California, United States. As an Enrolled Agent authorized by the IRS, Hengameh Ruth Amirian offers expert tax services and financial advice to individuals and businesses. With a strong track record of professionalism and reliability, clients can trust in the expertise of Hengameh Ruth Amirian for all their accounting and financial needs.
11022 Santa Monica Blvd # 230, Los Angeles, CA 90025, United States
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