Financial advisor for tax planning in East Los Angeles, California

Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.

Michelle Herd is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California. With years of experience in the finance industry, Michelle is committed to helping her clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to invest wisely, Michelle Herd can provide personalized advice and guidance to help you make informed financial decisions. Contact Michelle Herd today to schedule a consultation and take the first step towards a more secure financial future.

Ted Liu is a financial advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California. With years of experience in the finance industry, Ted Liu provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Ted Liu can create a customized financial strategy tailored to your specific needs. Contact Ted Liu at Ameriprise Financial Services, LLC for expert financial guidance and support.

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.

Zachary Stein - TIAA Wealth Management Advisor is a leading finance institution located at 1801 Century Park East in Los Angeles, California, United States. As a trusted advisor, Zachary Stein provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Zachary Stein offers expert guidance and tailored investment strategies to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for education, or seeking to grow your wealth, Zachary Stein - TIAA Wealth Management Advisor is committed to helping you secure your financial future.

Merrill Lynch Financial Advisor Patrick Cody, located at 2049 Century Park East in Los Angeles, California, has been assisting families for over 50 years in achieving their financial goals through personalized strategies and proactive service. Specializing in wealth planning for successful individuals, families, and charitable foundations, The Cody Group manages $1.86 billion in client assets with a focus on tax-efficient investing, wealth transfer planning, and concentrated equity strategies. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Recognized by Barron's, Financial Times, and Forbes for their expertise, Merrill Lynch Financial Advisor Patrick Cody provides personalized financial planning tailored to each client's unique needs and goals. With a commitment to understanding clients on a personal level, the team offers a comprehensive approach to help clients navigate the ever-changing financial landscape and achieve their financial objectives.

East LA Financial Consultants LLC is a reputable finance institution located at 5161 Pomona Boulevard in East Los Angeles, California. Our team of experienced consultants is dedicated to providing personalized financial services to individuals and businesses in the area. Whether you need assistance with budgeting, investments, or retirement planning, our experts are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

U.S. Bancorp Investments - Financial Advisors, headed by Mark Velador, is a finance institution located at 1445 East Los Angeles Avenue in Simi Valley, California. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, Mark Velador and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Simi Valley to learn more about how they can help you secure your financial future.

Zahra Marchand is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, United States. Zahra Marchand holds various 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®, 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 demonstrate Zahra Marchand's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a Financial Advisor, Zahra Marchand is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Zahra Marchand can help guide you towards financial success. Contact Zahra Marchand at Ameriprise Financial Services, LLC for professional and knowledgeable financial advice tailored to your specific needs.

Merrill Lynch Financial Advisor Brian P Cody, located at 2049 Century Park East in Los Angeles, California, has been providing personalized financial strategies and proactive service to families for over 50 years. The Cody Group specializes in helping clients build, manage, and preserve their wealth, with a focus on wealth planning for successful individuals, families, and charitable foundations. With over $1.86 billion in client assets under management, the team offers customized strategies such as tax-efficient investing and wealth transfer planning. The advisors at Merrill Lynch believe in understanding each client's unique goals and priorities to create a personalized financial plan rooted in the complexities of their life. Recognized by Barron's, Financial Times, and Forbes for their excellence in financial advising, the team is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, buying a home, or funding a child's education, Merrill Lynch Financial Advisor Brian P Cody can help you achieve your financial goals.

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.

Kyle Smith - Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Kyle provides investment recommendations and portfolio analysis to help you achieve your financial objectives. With a focus on multi-generational financial planning, Kyle ensures that the unique goals of each family member are addressed and empowers them with financial literacy to make informed decisions for their future. By engaging in meaningful conversations and crafting personalized strategies, Kyle helps clients of all ages work towards a more secure financial future.

Bellwood Income Tax Services is an accounting and finance institution located at 1948 East Florence Avenue in Los Angeles, California. Our belief is that your small business will successfully grow, and we are here to support you every step of the way. With fees lower than most accounting firms, our expert tax professionals will prepare your individual or small business tax returns, no matter how complex they may be. Our tax professionals are trained by Professional Instructors, ensuring that you receive the highest quality service. Visit our offices in California at Bellwood Income Tax and Travel Agency for all your tax and financial needs.

Benjamin Tax Service is a reputable accounting and finance institution located at 1601 East Imperial Highway in Los Angeles, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or IRS audits, we are here to assist you every step of the way. Trust Benjamin Tax Service for all your financial needs in the United States.

Atlantic Tax Services is a renowned accounting and finance institution located at 744 South Atlantic Boulevard in East Los Angeles, California, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses, ensuring accurate and timely financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, Atlantic Tax Services is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, this institution is committed to helping you navigate the complex world of finance with ease and confidence.

Superior Tax Services is a reputable accounting and finance institution located at 3854 East Cesar E Chavez Avenue in Los Angeles, California, United States. With a team of experienced professionals, Superior Tax Services offers a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, their experts are dedicated to providing superior service and helping clients navigate the complex world of taxes. Trust Superior Tax Services for all your accounting and finance needs.

JCP TAX Services is a reputable accounting and finance institution located at 5331 East Olympic Boulevard in Los Angeles, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust JCP TAX Services for all your financial needs and rest assured that your taxes are in good hands.

Income Tax Services at El Comercio Services is a trusted institution located at 2611 East Cesar E Chavez Avenue in Los Angeles, California. Specializing in accounting and finance, our experienced professionals provide expert guidance and assistance with all your income tax needs. Whether you are an individual or a business owner, we are here to help you navigate the complex world of taxation and ensure you are in compliance with all regulations. Trust Income Tax Services at El Comercio Services for reliable and efficient tax solutions.

Salvador Tax Services is a reputable accounting and finance institution located at 5205 East Olympic Boulevard in Los Angeles, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Trust Salvador Tax Services for all your accounting and finance needs in the heart of Los Angeles.

Tax Masters Enterprise Inc is a leading accounting and finance institution located at 5623 East Beverly Boulevard in Los Angeles, California, United States. With a team of experienced professionals, we provide top-notch services in tax preparation, financial planning, and accounting solutions. Our goal is to help individuals and businesses navigate the complexities of tax laws and financial regulations to achieve their financial goals. Trust Tax Masters Enterprise Inc for all your accounting and finance needs.

RE Tax Service is a trusted accounting and finance institution located at 5634 East Beverly Boulevard in East Los Angeles, California. Our experienced team of professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need assistance with tax preparation, planning, or filing, our experts are here to help you navigate the complexities of the tax system. With a commitment to excellence and customer satisfaction, RE Tax Service is your go-to destination for all your financial needs.

Munguia's Income Tax Services is a reputable accounting and finance institution located at 1320 East 48th Street in Los Angeles, California. With a team of experienced professionals, they offer a wide range of services including income tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Munguia's Income Tax Services is dedicated to providing personalized and reliable financial solutions to meet your needs. Visit them today for expert advice and assistance with your financial matters.

Located at 1925 Century Park East in Los Angeles, California, Jade Fiducial is a trusted advisor and back-office service provider specializing in accounting and finance. With a deep understanding of the diverse economy of Los Angeles, we offer services such as financial management, tax planning, payroll processing, and business reviews to help your business operate efficiently and make informed decisions. Whether you are an individual looking for tax planning or a company in need of financial management, our team of experts can provide tailored solutions to meet your needs. Contact us today to schedule a consultation and discover how Jade Fiducial can help you achieve your financial goals in the vibrant city of Los Angeles.

Toro Taxes is an accounting and finance institution located at 2417 East Cesar E Chavez Avenue in Los Angeles, California. With over a decade of experience, Toro Taxes offers reliable and efficient tax services to help you maximize your refund. Our tax advisors are experienced, understanding, and personable, ensuring that all your questions are answered and providing a clear picture of the benefits of our services. In addition to tax preparation and filing, Toro Taxes also offers term life insurance policies to provide your family with financial resources in case of emergencies. As a minority-owned and operated business, Toro Taxes is dedicated to supporting local communities and providing excellent customer service. With over 100 locations nationwide, Toro Taxes offers convenient access to customers seeking assistance with their taxes.

Julio Hernandez Tax Services is a leading accounting and finance institution located at 2133 East 3rd Street in Los Angeles, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and bookkeeping. Our goal is to provide our clients with personalized and efficient solutions to help them navigate the complexities of the financial world. Whether you are an individual or a business owner, Julio Hernandez Tax Services is dedicated to helping you achieve your financial goals.

Pacific Tax Service is a reputable accounting and finance institution located at 2012 East Cesar E Chavez Avenue in Los Angeles, California, United States. With a team of experienced professionals, Pacific Tax Service offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Their commitment to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you need help with tax filings or financial advice, Pacific Tax Service is dedicated to helping you achieve your financial goals.

Benjamin Tax Service - 103rd is a reputable accounting and finance institution located at 1601 East 103rd Street in Los Angeles, California. With a team of experienced professionals, they provide top-notch tax preparation, financial planning, and accounting services to individuals and businesses in the area. Whether you need help with filing your taxes or managing your finances, Benjamin Tax Service - 103rd is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and get your finances in order.

Martinez Income Tax Services is a professional accounting and finance institution located at 238 East Florence Avenue in Los Angeles, California. Our team of experts is dedicated to providing top-quality income tax services to individuals and businesses in the area. With years of experience and knowledge in the field, we strive to help our clients navigate the complexities of tax laws and regulations to ensure they receive the maximum refund possible. Whether you need assistance with tax preparation, planning, or filing, Martinez Income Tax Services is here to help. Visit us today to experience personalized and reliable financial services tailored to your specific needs.