TOP 30 Financial advisory in Lakewood, California

16 results found

Unified Wealth Advisors, located at 8733 Lakewood Drive in Windsor, California, is a leading finance institution dedicated to helping individuals manage their wealth with sensitivity and skill. With a wide range of services, we strive to help your financial affairs flourish by keeping your best interests at the heart of every decision. Our team of experienced advisors is committed to providing you with the confidence and peace of mind that comes with knowing your goals are our top priority. Whether you need a check-up, a second opinion, a complete evaluation of your investment needs, or a customized wealth plan, we are here to help you make the right choices. We understand the importance of managing risk while maximizing financial opportunities, and we are dedicated to simplifying the process for you so that you can focus on the more important things in your life. Don't wait to invest in your future. Contact Unified Wealth Advisors today to receive your complimentary portfolio risk analysis and take the next step towards securing your financial well-being. Our advisors are registered representatives with LPL Financial and offer investment advice through Mariner Independent Advisor Network, LLC. We are here to guide you on your financial journey and help you achieve your long-term goals.

Geoff Delahanty - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. They are licensed in multiple states including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI. The institution offers insurance products, securities, and investment advisory services through licensed financial advisors. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and Dedicated Planning Services for a fee. They are a subsidiary of Thrivent Financial for Lutherans and operate under the marketing name Thrivent. For more information on their services and financial advisors, visit their website or FINRA's Broker Check.

Cody Hale - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. As a financial professional, Cody Hale specializes in helping individuals navigate the complex world of finance by creating personalized roadmaps to achieve their financial goals. Whether you are looking to protect your family, plan for the future, retire early, or anything in between, Cody is dedicated to helping you reach your destination. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients may choose to further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser.

Kelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Bill Marsaglia - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. The institution is licensed in multiple states including CA, CO, ID, MI, and OH. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only licensed financial advisors are credentialed to provide investment advisory services. For more information about Thrivent's financial advisors, visit Thrivent.com or FINRA's Broker Check. Visit Thrivent.com/designations for information on professional designations and their requirements.

Benjamin Koehlinger - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California. Licensed in multiple states, including CA, AZ, CO, and more, we specialize in connecting faith and finances in the Lakewood and greater Long Beach area. Our experienced financial advisor can assist with financial planning, wealth management, retirement planning, and more, tailored to fit your needs and help you achieve your financial goals. Through programs like Thrivent Action teams and charitable giving strategies, we also aim to inspire generosity in the community. Contact our office in Lakewood to schedule an appointment. Please note that Thrivent does not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a subsidiary of Thrivent. Visit our website for more information on our financial advisors and services.

Positive Value Bookkeeping & Tax LLC is a reputable accounting and finance institution located at 5439 South Street in Lakewood, California, United States. With a team of experienced professionals, we provide top-notch bookkeeping and tax services to individuals and businesses. Our mission is to help our clients achieve financial success by providing accurate and reliable financial solutions. Whether you need help with tax preparation, payroll services, or financial planning, Positive Value Bookkeeping & Tax LLC is here to assist you every step of the way. Trust us to handle all your accounting needs with precision and care.

Three D Consultants is a reputable finance institution located at 5150 Candlewood Street in Lakewood, California, United States. With a team of experienced financial experts, Three D Consultants offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can expect personalized and comprehensive financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Three D Consultants is dedicated to helping you achieve financial success.

BGH Bookkeeping is a reputable accounting and finance institution located at 5963 Amos Avenue in Lakewood, California, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial records effectively. Whether you need assistance with bookkeeping, tax preparation, payroll services, or financial planning, we are here to help. Trust BGH Bookkeeping for reliable and accurate financial solutions.

Noah's Tax Service for U is a trusted institution specializing in accounting, finance, and insurance services. Located at 16900 Lakewood Boulevard in Bellflower, California, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of taxes and financial planning. Whether you need assistance with tax preparation, bookkeeping, or insurance coverage, Noah's Tax Service for U is committed to providing personalized and reliable solutions to meet your specific needs. Visit us today to experience our exceptional service and expertise.

Welcome to Los Angeles County Fire Dept. Station 122, proudly serving the Lakewood community and beyond. Located at 2600 Greenmeadow Road, Lakewood, California, our station is an integral part of the renowned Los Angeles County Fire Department, recognized globally for its excellence in fire and emergency services. Our dedicated team of highly trained firefighters and paramedics is committed to ensuring the safety and well-being of our community through rapid response, fire prevention, and emergency medical services. We also provide specialized services such as ocean lifeguarding, hazardous materials management, and urban search and rescue, keeping our residents safe across various environments.

Welcome to Los Angeles County Fire Department Station 45, proudly serving the community of Lakewood, California. Located at 4020 Candlewood Street, our station is part of a world-renowned network of firefighting and emergency services dedicated to protecting lives and property across Los Angeles County. Our firefighters are recognized internationally for their excellence and commitment to safety and service. At Station 45, we are not only focused on responding to emergencies but also on educating the youth and our community about fire safety and emergency medical services. We emphasize community service and civic involvement, offering positive mentoring, training, education, and career development opportunities.

Welcome to Los Angeles County Fire Department Station 94, proudly serving the community of Lakewood, California. Located at 6421 Turnergrove Drive, our station is a vital part of the renowned Los Angeles County Fire Department, known globally for excellence in fire and emergency services. Our dedicated team of professionals is committed to providing exceptional fire protection, emergency medical response, and community education. We are proud to uphold the high standards of safety and service that define the Los Angeles County Fire Department. Our station is equipped to handle a range of emergencies and is staffed by some of the best-trained firefighters and paramedics in the country.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Welcome to "Geoff Delahanty - Thrivent," your trusted partner in financial planning and investment advisory services. Conveniently located at 3820 Del Amo Boulevard, Torrance, California 90503, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our services extend across multiple states, including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI, ensuring that our expertise is accessible to a wide range of clients. At Geoff Delahanty - Thrivent, we utilize Thrivent's Financial Planning Framework to conduct thorough reviews and analyses of your financial situation. Our goal is to empower you with the knowledge and tools necessary to make informed decisions about your financial future. For those seeking a more in-depth planning experience, our Dedicated Planning Services offer personalized, written recommendations for a fee.

Welcome to Angela Reilly - Thrivent, your trusted partner in financial planning and investment services, located at 4010 Watson Plaza Drive, Lakewood, California 90712. We specialize in providing personalized financial guidance to help you achieve your financial goals and secure your future. At Angela Reilly - Thrivent, we understand that each client’s financial situation is unique. Our services are designed to offer comprehensive reviews and analyses of your financial standing through Thrivent’s Financial Planning Framework. Clients have the opportunity to enhance their planning with our Dedicated Planning Services, which provides detailed written recommendations tailored to their specific needs, available for a fee.