The 30 Best Financial consultation in Santa Monica, California

Merrill Lynch Financial Advisor Nelly Aguilar Garcia is located at 100 Wilshire Boulevard in Santa Monica, California. Nelly has been recognized for her exceptional client service and was named in Forbes' "Best-in-State Wealth Management Teams" in 2024. With a background in finance and a passion for helping others, Nelly works closely with her clients to understand their values and goals, tailoring personalized financial strategies to help them achieve their dreams. Whether you're planning for retirement, saving for a home, or funding your child's education, Nelly is dedicated to helping you navigate important financial decisions. With access to the resources of Merrill Lynch and Bank of America, Nelly and her team are committed to building strong client relationships based on trust and personalized service. Contact Nelly Aguilar Garcia today to start a conversation about your financial goals and aspirations.

Merrill Lynch Financial Advisor Jacob Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to your individual needs. The Guyette team focuses on a goals-based wealth management approach, putting clients at the center of the process. With access to the global investing resources of Merrill and the banking solutions of Bank of America, they help clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team is actively involved in the community, supporting charitable organizations like Heal the Bay and Children's Hospital Los Angeles. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while the Investment Personality Assessment helps customize your financial approach based on your preferences. The team helps you track progress, adjust strategies, and provides proactive communication and personalized service. By understanding your aspirations and priorities, Merrill Lynch Financial Advisor Jacob Guyette helps you manage, grow, and preserve your wealth for the future. With a focus on turning goals into reality, the team works to address your financial needs and adapt to changes in your life and the markets over time.

ROI 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.

Merrill Lynch Financial Advisor Brandon Jones is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. Their team of experienced individuals is committed to building strong client relationships based on trust and personalized service. They provide comprehensive wealth management services to clients and their families, taking a "family tree" approach to working with each generation. The institution offers personalized financial plans centered on client goals and focused on achieving what they want. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can expect a customized wealth management strategy to keep them on track towards their goals. The institution also offers tools like Merrill Personal Wealth Analysis™ to help clients document and build personalized plans. Clients can expect a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to address their financial needs and pursue their goals.

Merrill Lynch Financial Advisor Blake Anthony is a finance institution located at 100 Wilshire Boulevard, Suite 300, Santa Monica, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to your changing needs over the years. Through conversations, the team helps you identify and prioritize your most important goals, whether it's transferring wealth to the next generation, customizing your financial approach, or providing advice to help you stay informed. The institution uses the Investment Personality Assessment to understand your investing preferences and develop a personalized financial approach to help you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with you to create a plan to manage, grow, and preserve your wealth. The goal is to help you and your family pursue financial goals while managing investment risk. Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's most important to you. The team at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is important to consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory, and other services. Speak with your Merrill financial advisor to understand the differences between these services and determine the best approach for your financial needs.

Saba Jahanian - BancWest Investment Services Wealth Financial Advisor is a reputable finance institution located at 407 Colorado Avenue in Santa Monica, California, United States. As a skilled financial advisor, Saba Jahanian offers personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing expert financial guidance, clients can trust in the expertise and professionalism of Saba Jahanian and BancWest Investment Services.

Merrill Lynch Financial Advisor Michael Cooper, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial advice and strategies to help clients achieve their financial goals. With a team of experienced professionals supported by the global resources of Merrill, clients can expect tailored wealth management solutions based on trust and personalized service. The institution focuses on understanding the individual priorities and goals of each client, providing ongoing support and guidance to help them stay on track. By combining the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, the team at Merrill Lynch Financial Advisor Michael Cooper aims to create customized strategies that address the unique needs and priorities of each client. With a commitment to exceptional client service and a focus on building strong relationships, Merrill Lynch Financial Advisor Michael Cooper is dedicated to helping clients achieve their financial aspirations.

Stella Oak Financial and Insurance Services is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California. With a focus on providing personalized financial solutions and comprehensive insurance coverage, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Stella Oak Financial and Insurance Services is committed to providing top-notch service and expertise to meet your needs. Visit us today to learn more about how we can assist you in securing your financial future.

Stella Oak Financial and Insurance Services is a leading finance institution located at 11111 Santa Monica Boulevard in Los Angeles, California, United States. We specialize in providing a wide range of financial and insurance services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, insurance coverage, or wealth management, Stella Oak Financial and Insurance Services is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

HoyleCohen Wealth Management in Santa Monica is a premier finance institution located at 2120 Colorado Avenue in California, United States. With a team of experienced financial advisors, HoyleCohen provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, HoyleCohen offers expert guidance and strategic solutions tailored to your individual needs. Visit us today to learn more about how we can help you secure your financial future.

Daniel Kay - Morgan Stanley Financial Advisor is a reputable finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. As a trusted advisor, Daniel Kay provides personalized financial planning and investment strategies to help clients achieve their financial goals. With years of experience in the industry, Daniel Kay offers expert advice and guidance on wealth management, retirement planning, and portfolio diversification. Whether you are looking to grow your assets or secure your financial future, Daniel Kay - Morgan Stanley Financial Advisor is dedicated to helping you make informed decisions and build a strong financial foundation.

Merrill Lynch Financial Advisor Nicholas Anthony is a finance institution located at 100 Wilshire Boulevard, Santa Monica, 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. We focus on your family, goals, and priorities, adapting as they evolve over time. Our mission is to understand what matters most to you, helping you make informed investment decisions to reach your goals. Through our Investment Personality Assessment, we tailor a financial approach to suit your preferences. We offer personalized plans, regular check-ins, and access to the investment insights of Merrill and banking solutions from Bank of America. Our goal is to help you achieve financial success and turn your aspirations into reality. Let's work together to create a financial approach that reflects your personality and priorities.

Edward Jones - Financial Advisor Joshua Lightcap, CFP®, CEPA®, AAMS™, CRPS™ is a trusted financial institution located at 5083 Santa Monica Avenue in San Diego, California. Specializing in providing comprehensive financial planning services, Joshua Lightcap and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a commitment to excellence, Edward Jones is the go-to destination for individuals and families looking for expert financial advice and guidance. Contact them today to schedule a consultation and start planning for a brighter financial future.

Merrill 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.

Merrill 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.

Merrill Lynch Financial Advisor Nicholas Clauson Grose, located at 100 Wilshire Boulevard in Santa Monica, California, is dedicated to helping clients achieve their financial goals. With a focus on personalized service and building strong client relationships, their team of experienced professionals offers comprehensive wealth management services. From creating personalized financial plans centered on individual goals to proactively rebalancing portfolios, they are committed to helping clients stay on track towards financial success. As part of Merrill Lynch Wealth Management, they have access to the global resources of Merrill and the banking convenience of Bank of America, providing clients with a seamless and flexible experience. Whether it's transferring wealth to the next generation or customizing a financial approach to pursue passions, the team at Merrill Lynch Financial Advisor Nicholas Clauson Grose is there to help clients every step of the way. With a focus on understanding each client's unique needs and goals, they provide personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.

Velin & 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.

The Santa Monica Pier Group - Morgan Stanley is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Whether you are looking for assistance with retirement planning, portfolio management, or other financial needs, the experienced professionals at The Santa Monica Pier Group - Morgan Stanley are dedicated to helping you achieve your financial goals.

Alpha Financial Consultants is a leading accounting and finance institution located at 3231 Ocean Park Boulevard in Santa Monica, California, United States. Our team of experienced professionals provides expert financial guidance and services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Alpha Financial Consultants is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing a stable financial future.

Santa Monica Accounting, located at 3101 Ocean Park Boulevard in Santa Monica, California, is a leading financial services provider specializing in accounting and bookkeeping for small to mid-sized businesses, including nonprofits. Our expert team offers advanced yet practical solutions to make tax season smoother and enhance profitability. With today's complex tax laws, it's easy to miss out on deductions and credits. Our experienced tax professionals can help navigate these challenges and provide valuable assistance. Contact us at (310) 424 9831 for a complimentary consultation to see how we can support you.

Synergy Consulting LLC is a leading accounting and finance institution located at 2922 Pico Boulevard in Santa Monica, California, United States. Our team of experienced professionals provide a wide range of financial services, including tax preparation, bookkeeping, and financial planning. We strive to help our clients achieve their financial goals through personalized and strategic advice. Trust Synergy Consulting LLC for all your accounting and finance needs.

Welcome to Santa Monica Accounting (Cerritos) Located at 12446 Cuesta Drive, Cerritos, California 90703, Santa Monica Accounting is your trusted partner for all your accounting and financial needs. As a leading service provider with a strong foundation in Santa Monica, CA, we are proud to extend our top-notch financial services to the Cerritos community. Our expert team specializes in business tax services, small business accounting, and bookkeeping for small to mid-sized businesses, including outsourced accounting for nonprofits.

Perr&Knight is a finance and insurance agency located at 401 Wilshire Boulevard in Santa Monica, California, United States. Since 1994, Perr&Knight has been providing integrated actuarial consulting and insurance operations solutions to insurance entities of all sizes. Their services include actuarial, compliance, and technology services delivered at the highest quality and scale. Perr&Knight's expertise has helped clients reduce costs, improve compliance, and gain a competitive edge in the market. They offer data-driven insights, predictive analytics tools, and customized insurance product development to help businesses make smarter decisions and stay ahead of the competition.

Yorkshire Realty, located at 28625 South Western Avenue in Rancho Palos Verdes, California, was founded by an attorney and a data scientist who found financial success through real estate investments in Southern California. This institution offers a wide range of services including real estate brokerage, property management, and legal expertise. With firsthand experience as buyers, sellers, landlords, and investors, Yorkshire Realty provides clients with a unique advantage in the real estate market. As a licensed real estate brokerage (DRE No. 02157925), Yorkshire Realty has facilitated numerous transactions throughout Southern California, specializing in residential properties such as homes, condos, and apartment buildings. Additionally, the institution manages both multi-family and single-family rental properties, overseeing all operational aspects from rent collection to tenant disputes.

Josh Scott at Comparion Insurance Agency is a reputable insurance agency located at 520 Broadway in Santa Monica, California. With a commitment to providing personalized service and tailored insurance solutions, Josh Scott and his team strive to protect their clients' assets and financial well-being. Whether you are in need of auto, home, life, or business insurance, you can trust Josh Scott at Comparion Insurance Agency to find the best coverage options for your specific needs. Contact them today for a consultation and experience the peace of mind that comes with having reliable insurance protection.

Marlene Brown - State Farm Insurance Agent is a trusted insurance agency located at 239 South Robertson Boulevard, Beverly Hills, California. With over 16 years of State Farm experience, Marlene and her team are dedicated to serving the communities of Beverly Hills, West Hollywood, Santa Monica, Los Angeles, and Culver City. They offer a wide range of insurance services including Homeowners Insurance, Auto Insurance, Life Insurance, Health Insurance, and Financial Services. Marlene's mission is to help people manage the risks of everyday life and recover from the unexpected. She takes pride in being a "one stop shop" for all insurance needs. Her team is committed to providing excellent customer service and ensuring that each client receives the right coverage for their individual needs.

Always 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.

Easy Corp is a leading institution located at 11420 Santa Monica Boulevard in Los Angeles, California. With a commitment to providing top-notch services and solutions, Easy Corp offers a wide range of services to meet the needs of individuals and businesses alike. From financial consulting to business development, Easy Corp is dedicated to helping clients achieve their goals and succeed in today's competitive market. Visit us today to see how Easy Corp can help you reach your full potential.

City National Bank, located at 1315 Lincoln Boulevard in Santa Monica, California, is a trusted financial institution offering a wide range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all of your financial needs. Since our establishment in 1954, we have been dedicated to helping our clients, colleagues, and communities succeed. Our commitment to integrity and building strong client relationships sets us apart in the industry. In addition to personal, private, and business banking services, City National also offers wealth management, brokerage, leasing services, and software solutions. We pride ourselves on our company culture that promotes diversity, equity, and inclusion in the workplace. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, you can trust City National Bank to provide personalized solutions tailored to your specific financial goals. Choose City National Bank for a personalized banking experience that goes above and beyond to help you thrive.

Labor Law PC is a trusted institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Specializing in labor and employment law, our experienced attorneys are dedicated to empowering employees and protecting their rights in Los Angeles, California. We provide exceptional legal representation and client-focused services to individuals facing labor-related challenges, such as wrongful termination, workplace harassment, and wage and hour violations. Our firm prioritizes representing employees and fighting against the resources and influence of employers. At Labor Law PC, consultation is free with no hourly fees or upfront expenses. We have a high success rate in recovering money for our clients and offer individualized attention to each case. Our attorneys are compassionate, fearless, and aggressive, fighting hard to make things right for our clients. We handle a wide range of employment-related cases, including leaves of absences, severance agreements, wrongful termination, sexual harassment, retaliation, and discrimination.