Financial advisor for businesses in Santa Monica, CA
46 results found
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Telos Advisors
● OpenTelos Advisors is a reputable financial institution located at 1460 4th Street in Santa Monica, California, United States. We specialize in providing expert financial advice and solutions to help our clients achieve their financial goals. Our team of experienced advisors offers personalized services tailored to meet the unique needs of each individual or business. Whether you are looking to grow your investments, plan for retirement, or manage your finances more effectively, Telos Advisors is here to help. Trust us to provide you with sound financial guidance and support to secure your financial future.
1460 4th St, Santa Monica, CA 90401, United States -
Angeles Investment Advisors
● OpenAngeles Investment Advisors is a finance institution located at 429 Santa Monica Boulevard, Santa Monica, California, United States. Founded in 2001, Angeles is a multi-asset investment firm dedicated to providing sophisticated, customized, global investment solutions to institutional and private wealth clients. The institution prides itself on offering tailored solutions to meet the unique needs of each client, guided by a team of Investment Officers who serve as internal chief investment officers. Angeles believes in fostering strong client relationships based on respect, trust, integrity, and open communication. The institution offers total portfolio management and focused solutions to provide targeted exposure to overall portfolios. With a commitment to philanthropy and mission-aligned investing, Angeles aims to help clients achieve their financial goals and make a positive impact on society and the community.
429 Santa Monica Blvd, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Baldwin T Chin
● OpenMerrill Lynch Financial Advisor Baldwin T Chin is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With years of experience and expertise in the financial industry, Baldwin T Chin provides top-notch financial advisory services to individuals and businesses. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Baldwin T Chin is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a secure financial future.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
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 -
Merrill Lynch Financial Advisor Layne R Tally
● OpenMerrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Layne R Tally can help create a flexible strategy tailored to your individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, Layne R Tally offers personalized wealth management strategies to help you pursue your financial goals. Layne R Tally believes in participating in the communities they serve, and volunteers with organizations in the community. By using Merrill Personal Wealth Analysis™, Layne R Tally can build a personalized plan centered around your goals and aspirations. They focus on what matters most to you, whether it's transferring wealth, saving for a home, or planning for retirement.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
ICG Advisors
● OpenICG Advisors is a leading finance institution located at 11111 Santa Monica Boulevard in Los Angeles, California, United States. With a team of experienced financial advisors, ICG provides expert guidance and strategic solutions to clients in the areas of investment management, wealth planning, and financial consulting. Known for their personalized approach and commitment to excellence, ICG Advisors is dedicated to helping individuals and businesses achieve their financial goals.
11111 Santa Monica Blvd # 2100, Los Angeles, CA 90025, United States -
First Then Insurance & Financial Services
● OpenFirst Then Insurance & Financial Services is a reputable finance institution located in the heart of San Diego, California. Our dedicated team of professionals is committed to providing top-notch insurance and financial services to our valued clients. With a focus on personalized solutions and exceptional customer service, we strive to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or seeking expert financial advice, you can trust First Then Insurance & Financial Services to provide reliable and comprehensive solutions. Visit us at 4852 Santa Monica Avenue to learn more about how we can assist you with all your insurance and financial needs.
4852 Santa Monica Ave, San Diego, CA 92107, United States -
Merrill Lynch Financial Advisor J Geoffrey Grant
● OpenMerrill Lynch Financial Advisor J Geoffrey Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The institution offers credit and lending services through Bank of America, N.A., and provides customized consulting, wealth planning, lending, and investment advice to private investors, pensions, foundations, endowments, and businesses. The team at Merrill Lynch Wealth Management focuses on understanding each client's goals, priorities, and financial situation to create a personalized financial approach that reflects their unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution helps clients manage, grow, and preserve their wealth while considering the impact for years to come. The team at Merrill Lynch Financial Advisor J Geoffrey Grant is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
ROI Financial Services Corporation
● OpenROI 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.
Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Craig Vassell
● OpenMerrill Lynch Financial Advisor Craig Vassell is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Craig has been with Merrill Lynch Wealth Management since 2015 and is dedicated to helping clients achieve their wealth management goals, whether they are professional, personal, or a combination of both. He focuses on creating customized strategies to help clients pursue both short- and long-term goals for themselves, their families, and their businesses. Craig aims to not only advise clients but also educate them on their financial lives, serving as a trusted resource in navigating the complex investment world. He works closely with each client to understand their unique situation, establish objectives, and develop and implement appropriate strategies based on their time horizon, risk tolerance, and investment personality. As a Senior Portfolio Advisor, Craig can manage custom investment strategies on a discretionary basis to help clients pursue their objectives. With Merrill Personal Wealth Analysis™, Craig can build and document personalized plans centered on clients' goals and aspirations. By focusing on what matters most to clients - family, goals, and priorities - Craig ensures that their financial approach evolves with their changing needs over time. With a commitment to understanding each client personally, Craig helps design and implement personalized plans to help clients and their families pursue financial goals while managing investment risk. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, who will help them navigate the financial complexities of life and build a customized investment approach to address their needs and goals.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Sherry K Grant
● OpenMerrill Lynch Financial Advisor Sherry K Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer a range of services including credit and lending through Bank of America, N.A. and personalized wealth management advice. The team at Merrill believes in getting to know their clients personally to create a customized financial approach that reflects their goals and priorities. With over 60 years of experience in financial services, the Grant Team provides tailored consulting, wealth planning, lending, and investment advice to a range of clients including private investors, pensions, foundations, and businesses. They use a Goals-Based Wealth Management Process to adjust for changes in clients' needs and the investment climate. The team also offers the Merrill Personal Wealth Analysis™ to help clients build and document a personalized plan centered on their goals. By understanding clients' needs, goals, personalities, and backgrounds, the team at Merrill Lynch provides specifically designed advice in an understandable manner to help clients achieve their financial goals.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Velin & Associates Los Angeles CPA Firm - West Hollywood Accountant, Tax Prep & Financial Planning
● OpenVelin & Associates Los Angeles CPA Firm, located in West Hollywood, California, is a reputable institution specializing in accounting and finance services. They offer a wide range of financial services including bookkeeping, accounting, tax preparation, and financial planning for both individuals and businesses. Their team of experienced professionals at Velin & Associates, Inc. prioritizes the success of their clients above all else. They are dedicated, accessible, and committed to providing top-notch services to ensure their clients achieve their financial goals.
8159 Santa Monica Blvd ste 198/200, West Hollywood, CA 90046, United States -
Always Accurate Tax Bookkeeping Services
● OpenAlways Accurate Tax Bookkeeping Services is a reliable institution located at 4869 Santa Monica Avenue in San Diego, California. Specializing in accounting and finance, our team of professionals is dedicated to providing accurate and efficient tax and bookkeeping services to individuals and businesses. With years of experience and expertise in the field, we ensure that your financial records are always up-to-date and in compliance with regulations. Trust Always Accurate Tax Bookkeeping Services for all your financial needs.
4869 Santa Monica Ave # B, San Diego, CA 92107, United States -
Northwestern Mutual
● OpenNorthwestern 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.
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025, United States -
Farmers Insurance - Esam Boktor
● OpenFarmers Insurance - Esam Boktor is an insurance agency located at 3301 Ocean Park Boulevard in Santa Monica, California. As a long-time resident of California, Esam Boktor takes pride in serving the local community and surrounding areas. The agency offers a variety of insurance policies, including auto, home, life, and business insurance, as well as financial services through Farmers Financial Solutions. The team at the Esam Boktor Agency is dedicated to helping clients find the best coverage at competitive rates, with a focus on customer service and personalized plans. Whether you need comprehensive car insurance, protection for your home, or coverage for your small business, the agency is here to help. Contact Esam Boktor today to explore your insurance options and secure a more stable future for you and your family.
3301 Ocean Park Blvd #105, Santa Monica, CA 90405, United States -
Jatinder Kaur: Allstate Insurance
● OpenJatinder Kaur: Allstate Insurance is a reputable insurance agency located at 11870 Santa Monica Boulevard in Los Angeles, California. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible rates. With our expert knowledge and exceptional customer service, you can trust us to protect what matters most to you. Contact us today to learn more about our insurance offerings and how we can help you secure a brighter future.
11870 Sta Mon Blvd Suite 207, Los Angeles, CA 90025, United States -
TFG Capital partners
● OpenTFG Capital Partners is a reputable finance institution located at 1453 3rd Street Promenade in Santa Monica, California, United States. With a focus on providing strategic financial solutions for businesses and individuals, TFG Capital Partners is known for its expertise in investment management, mergers and acquisitions, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance with confidence. Whether you are looking to grow your wealth, acquire a new business, or secure funding for a project, TFG Capital Partners is the trusted partner you need.
1453 3rd Street Promenade Unit 315, Santa Monica, CA 90401, United States -
Charles Schwab
● OpenCharles Schwab is a renowned finance institution located at 826 Wilshire Boulevard in Santa Monica, California, United States. Known for its exceptional financial services and investment options, Charles Schwab caters to a wide range of clients seeking expert advice and support in managing their finances. With a strong reputation for reliability and innovation, Charles Schwab is a trusted partner for individuals and businesses looking to secure their financial future.
826 Wilshire Blvd, Santa Monica, CA 90401, United States -
Blue Chip Macro
● OpenBlue 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.
729 Montana Ave Suite 7, Santa Monica, CA 90403, United States -
One Wealth Management
● OpenOne 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.
233 Wilshire Blvd # 550, Santa Monica, CA 90401, United States -
Private Wealth Management | U.S. Bank
● OpenPrivate 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.
● OpenFried 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 -
Selwyn and Associates, An Accountancy Corporation
● OpenSelwyn 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 -
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 -
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
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