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TOP 30 Financial decisions in Torrance, CA
31 results found
A convenient service for searching for businesses, places and services
South Bay Financial Partners
South Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
Enrique Borja Insurance & Financial Services, Inc.
Enrique Borja Insurance & Financial Services, Inc. is a State Farm agency located at 17528 Hawthorne Boulevard, Torrance, California, United States. As a husband, father, business owner, coach, and friend, Enrique understands the importance of protecting your loved ones from life's risks. The agency offers a wide range of insurance services, including home insurance, car insurance, renters insurance, life insurance, and business insurance in Valencia, Santa Clarita, Los Angeles, South Bay, Torrance, and beyond. The team at Enrique Borja Insurance & Financial Services is dedicated to providing exceptional customer service and helping you make informed decisions about your insurance needs. Whether you prefer to call, visit the office, or connect online, they are always accessible to assist you. With experienced staff members like Daniel, Jason, and Heather, the agency is committed to helping you manage risks, recover from the unexpected, and achieve your dreams. Contact Enrique Borja Insurance & Financial Services for all your insurance needs in California and Arizona.
EZEP Financial & Insurance Services
EZEP Financial & Insurance Services is a reliable insurance agency located at 22930 Crenshaw Boulevard in Torrance, California. Led by the knowledgeable and trustworthy Enrique Zepeda, this agency is known for providing detailed information and offering the best options available to suit individual needs. Whether you are looking for insurance coverage or financial services, EZEP Financial & Insurance Services is dedicated to helping you make informed decisions. Visit their additional location at 1601 Pacific Coast Hwy Suite 290 in Hermosa Beach for convenient service.
Hartwell Financial Services
Hartwell Financial Services is a reputable finance institution located at 2790 Skypark Drive in Torrance, California, United States. With a strong commitment to providing personalized financial solutions, Hartwell Financial Services offers a wide range of services including investment planning, retirement planning, estate planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Trust Hartwell Financial Services to provide expert advice and guidance to help you make informed financial decisions.
Davidson Financial Planing
Davidson Financial Planning, located at 2790 Skypark Drive in Torrance, California, is a finance institution dedicated to helping clients clarify and define their financial goals. With a mission to recommend solutions that fit individual needs, deliver timely information, and explain how changing financial conditions affect clients, Davidson Financial Planning aims to monitor financial progress and provide valuable insights. The institution's website offers a range of educational resources, including videos, articles, and calculators, to help clients better understand financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. Todd Davidson, a Registered Representative, offers securities and advisory services through Osaic Wealth, Inc., a registered broker-dealer and investment advisor. Insurance services are also available independently of Osaic Wealth, Inc.
David Rae, Certified Financial Planner, Accredited Investment Fiduciary
David Rae, Certified Financial Planner and Accredited Investment Fiduciary, is located at 19191 Vermont Avenue in Torrance, California. Specializing in finance, David Rae aims to guide individuals towards a happier, healthier, and wealthier retirement. As a Los Angeles Financial Planner, David Rae offers personalized financial advice to help clients make smarter decisions and stay on track for their financial goals. With over 20 years of experience, David Rae is dedicated to simplifying the financial planning process and ensuring his clients are well-positioned for prosperity. As a proud recipient of the Investopedia Top 100 Financial Advisors in America award for six consecutive years, David Rae has also been featured in various media outlets, including The Today Show and Forbes. Whether it's retirement planning, tax planning, or investment strategies, David Rae is committed to helping clients live a better life now and in the future. With a focus on financial freedom and tax planning, David Rae offers expert advice and guidance to clients throughout California and beyond. Advisory services are provided by DRM Wealth Management LLC, a registered investment advisor.
Trilogy Financial Services
Trilogy Financial Services is a finance institution located at 19191 Vermont Avenue in Torrance, California, United States. With a commitment to providing top-notch financial services, Trilogy offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their financial future. Trust Trilogy Financial Services to provide expert guidance and personalized solutions for all your financial needs.
Pence Wealth Management - Financial Advisors
Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.
Debra Del Nero - Financial Advisor, Ameriprise Financial Services, LLC
Debra Del Nero is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 3868 West Carson Street in Torrance, California. With a strong focus on providing personalized financial planning and investment services, Debra helps clients navigate their financial goals and objectives. Whether you are looking to save for retirement, invest for the future, or protect your assets, Debra Del Nero is committed to helping you make informed decisions and achieve financial success. Contact her today to schedule a consultation and start planning for a secure financial future.
Mike Greene - Financial Advisor, Ameriprise Financial Services, LLC
Mike Greene - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 20016 Hawthorne Boulevard in Torrance, California. As a finance institution, Mike Greene provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Mike Greene offers expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Mike Greene - Financial Advisor is dedicated to helping you make informed financial decisions. Contact us today to schedule a consultation and start planning for a brighter financial future.
Jeffrey Sheefel - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Sheefel - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 3838 West Carson Street in Torrance, California, United States. Specializing in providing personalized financial planning and investment services, Jeffrey Sheefel and his team strive to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and providing expert financial guidance, clients can feel confident in their financial decisions with Jeffrey Sheefel - Financial Advisor.
Pinnacle Wealth Financial
Pinnacle Wealth Financial is a leading finance institution located at 970 West 190th Street in Torrance, California, United States. With a strong commitment to helping clients achieve their financial goals, Pinnacle Wealth Financial offers a wide range of services including investment management, retirement planning, and wealth preservation strategies. Our team of experienced financial advisors provides personalized guidance and expert advice to help clients navigate the complexities of the financial world and make informed decisions. Trust Pinnacle Wealth Financial to be your partner in building and protecting your wealth for the future.
VjP Tax & Financial Services
VjP Tax & Financial Services is a finance institution located at 3711 Long Beach Boulevard in Long Beach, California, United States. Our team of Tax Professionals and Financial Heroes serve clients across various areas including Long Beach, Pasadena, Los Angeles, Torrance, Anaheim, Santa Ana, Irvine, and Huntington Beach. We treat our clients like family and are dedicated to supporting their needs. Established in 2010, VjP Tax and Financial Services was founded by owner Vonya McCoy with the goal of providing affordable tax services and financial education to individuals and families. Our mission is to empower our clients to make informed financial decisions without stress. We are committed to delivering excellent service and ensuring that our clients feel valued and supported.
Suzy Zimmerman - State Farm Insurance Agent
Welcome to Suzy Zimmerman - State Farm Insurance Agent! Located at 4010 Palos Verdes Drive North in Rolling Hills Estates, California, our insurance agency has been serving the Southern California community for over 15 years. Situated in the Academy Center Complex at the southwest corner of Crenshaw and Palos Verdes Drive North, we offer personalized insurance coverage and exceptional service to our clients. At Suzy Zimmerman State Farm, we can assist you with a variety of insurance needs, including Life, Auto Insurance, and more. Our team is dedicated to reviewing your coverage to ensure that all your needs are being met. Whether you're looking to update your Home, Condo, or Renters Insurance plan, or need help with hard-to-insure property via the CA Fair Plan, we are here to help.
Trang Trinh-Byrd - State Farm Insurance Agent
Trang Trinh-Byrd - State Farm Insurance Agent is an insurance agency located at 2510 West 237th Street in Torrance, California, United States. The institution is multi-state licensed in California, Oregon, Nevada, and Arizona, offering a variety of insurance products including Life Insurance, Homeowners, Renters, Auto, Disability, and more. The team at Trang Trinh-Byrd is dedicated to helping customers understand insurance and make smart financial decisions. They pride themselves on providing the highest level of customer service and communication. The agency is also involved in the community, volunteering to help the homeless, mentoring youth, and supporting local businesses. Whether you're looking for insurance coverage or a rewarding career opportunity, Trang Trinh-Byrd - State Farm Insurance Agent is here to help. Contact them today for a free quote and review of your current insurance needs. Life is better when you "Insure With Byrd."
Denise DeCosta - State Farm Insurance Agent
Denise DeCosta - State Farm Insurance Agent is a reputable insurance agency located at 3812 Sepulveda Boulevard, Torrance, California. They are dedicated to providing outstanding service to South Bay residents and surrounding areas. With a focus on professionalism, quality, and responsiveness, their goal is to help customers make informed decisions to create a more protected community. The agency offers a wide range of insurance and financial services to meet the individual needs of each client. Whether you need auto insurance, life insurance, or assistance with managing risks, their team is ready to assist you. Additionally, they provide self-service tools through the State Farm mobile app for convenient access to your insurance information.
Farmers Insurance - Greg Bornstein
Farmers Insurance - Greg Bornstein is a local insurance agency located at 22850 Crenshaw Boulevard in Torrance, California. Greg Bornstein, a California native, has over 32 years of experience in the insurance industry and is dedicated to helping customers find the best coverage for their needs. Whether you need auto, home, renters, business, or life insurance, Greg can provide personalized guidance to help you make informed decisions. With Farmers Insurance, you can get comprehensive coverage for your car, home, or condo, as well as protection for your personal belongings through renters insurance. For small business owners, Greg can help customize a business insurance package to reduce risk and protect your investment. Additionally, he can assist with creating a financial plan to secure your future.
Tabitha Pennington - State Farm Insurance Agent
Tabitha Pennington - State Farm Insurance Agent is a reputable insurance agency located at 1327 Post Avenue in Torrance, California. Specializing in Auto Insurance, Home Insurance, Life Insurance, and Business Insurance, they offer personalized and extensive reviews of their customer's insurance needs. The team at Tabitha Pennington - State Farm is dedicated to providing efficient and professional services to clients in the Greater Los Angeles Area, including Long Beach, South Bay, and the San Fernando Valley. The agency is led by Tabitha Pennington, who started her State Farm journey in 2017 and established her own agency in 2019. With a background in finance and entrepreneurship, Tabitha is committed to customer satisfaction and building strong relationships with her clients. The team also includes experienced professionals like Angie, Tracy, and other dedicated individuals who are passionate about serving the community.
Susanne F Holloway - State Farm Insurance Agent
Susanne F Holloway - State Farm Insurance Agent is a trusted insurance agency located at 707 Silver Spur Road in Rolling Hills Estates, California. Specializing in auto, home, condo, renters, business, and commercial auto insurance, they have been serving the insurance needs of Los Angeles County residents since 1982. Their office is conveniently located near Rancho Palos Verdes, Palos Verdes Estates, Torrance, San Pedro, Wilmington, Harbor City, Redondo Beach, Long Beach, Manhattan Beach, and Gardena. Susanne F Holloway holds a Bachelor of Science degree from Cal State, Dominguez Hills and is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). She has received numerous awards and accolades for her outstanding service, including the National Sales Achievement Award and the National Quality Award. In addition to providing insurance coverage, Susanne F Holloway - State Farm Insurance Agent is dedicated to promoting safe driving habits and responsible vehicle maintenance. They offer valuable resources on topics such as drunk driving prevention, battery maintenance, RV travel tips, and the dangers of texting and driving. Their commitment to customer service extends to providing assistance for individuals with disabilities who may have difficulty accessing their website.
Farmers Insurance - Ali Keyvan
Farmers Insurance - Ali Keyvan is an insurance agency located at 24445 Hawthorne Boulevard in Torrance, California, United States. As a local Farmers® agent, Ali Keyvan helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, and life insurance. Ali Keyvan can help you understand your coverage options and provide personalized advice to help you make informed decisions about your insurance needs. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Ali Keyvan is here to help. With competitive rates and multi-line insurance discounts, Farmers® can provide you with the protection you need at an affordable price. Additionally, Farmers Financial Solutions, LLC offers investment options to help you build a solid financial plan for the future. Contact Ali Keyvan at Farmers Insurance to learn more about how you can protect your assets and achieve your financial goals.
Mark Schoettler - State Farm Insurance Agent
founded in Central California and now located in Torrance, California, Mark Schoettler - State Farm Insurance Agent offers a wide range of insurance products to meet the needs of individuals and families in the South Bay area, The Palos Verdes Peninsula, and all of California. With over 30 years of experience with State Farm, Mark and his team are committed to providing personalized and exceptional service to all customers. At Mark Schoettler - State Farm Insurance Agent, customers can find a variety of insurance products including auto, home, business, and life insurance. The agency team, with over 120 years of combined experience in the insurance industry, is dedicated to helping customers find the right coverage based on their individual needs and budget.
Feigelman Insurance Services
Feigelman Insurance Services, located at 3838 West Carson Street in Torrance, California, is an independent insurance agency specializing in Life Insurance, Group Benefits for Business, Medicare, and a wide range of other products. Led by Neal Feigelman, a licensed Broker with over 30 years of experience, our mission is to build trust with our clients through personalized service and expertise. As an Independent Brokerage, we work for you, not the insurance companies, allowing us to find the best products and value from our network of trusted carriers. We take the time to understand your unique needs and goals, educating you on your options and providing clear explanations to help you make confident decisions for your future.
ROBERT HARTE
ROBERT HARTE is a reputable finance institution located at 25500 Hawthorne Boulevard in Torrance, California, United States. With a strong focus on providing top-notch financial services, ROBERT HARTE offers a wide range of solutions to help individuals and businesses achieve their financial goals. From investment planning to wealth management, the institution is dedicated to delivering personalized and professional services to its clients. With a team of experienced financial experts, ROBERT HARTE is committed to helping clients navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your wealth or secure your financial future, ROBERT HARTE is the trusted partner you can rely on.
Heritage Wealth Management Group
Heritage Wealth Management Group is a leading financial institution located at 24576 Hawthorne Boulevard in Torrance, California, United States. With a focus on providing personalized financial solutions, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, we offer a wide range of services tailored to meet the unique needs of each individual. Trust Heritage Wealth Management Group to help you navigate the complexities of the financial world and make informed decisions for a secure and prosperous future.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC is a reputable financial institution located at 25500 Hawthorne Boulevard in Torrance, California, United States. As a leading finance company, Cetera Advisor Networks LLC offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and professionals, the institution provides personalized guidance and support to clients in areas such as investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Cetera Advisor Networks LLC is dedicated to helping you make informed financial decisions and secure your financial future.
Ocean Park Advisors LLC
Ocean Park Advisors LLC is a finance institution located at 21081 South Western Avenue in Torrance, California. With a focus on providing expert financial advisory services, Ocean Park Advisors LLC helps clients navigate complex financial transactions and achieve their investment goals. The team of experienced professionals at Ocean Park Advisors LLC is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to buy, sell, or invest in a business, Ocean Park Advisors LLC is committed to helping you make informed decisions and maximize your financial success.
Endeavor Advisors, LLC: Ajay Vadukul
als and families from all walks of life to help them achieve their financial goals and secure their futures. At Endeavor Advisors, LLC, located in Torrance, California, we believe in providing personalized financial planning services to help our clients build a secure and prosperous future. Led by Ajay Vadukul and his team of experienced financial advisors, we are dedicated to helping you make informed decisions about your finances and investments.
Steven J Scerra - Morgan Stanley
Steven J Scerra - Morgan Stanley is a leading financial institution located at 21250 Hawthorne Boulevard in Torrance, California. As a branch of Morgan Stanley, we offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized investment advice, wealth management services, and financial planning solutions to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is dedicated to helping you succeed. Visit us today to learn more about how we can help you secure a strong financial future.
Reinhard Behrens - Morgan Stanley
Reinhard Behrens - Morgan Stanley is a finance institution located at 21250 Hawthorne Boulevard in Torrance, California, United States. With a strong reputation for providing expert financial services, the institution offers a range of investment and wealth management solutions to help clients achieve their financial goals. The team at Reinhard Behrens - Morgan Stanley is dedicated to providing personalized and strategic advice to clients, ensuring they make informed decisions about their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Reinhard Behrens - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence.
Ted Kawahara, CFP® - Morgan Stanley
Ted Kawahara, CFP® - Morgan Stanley is a financial institution located at 21250 Hawthorne Boulevard in Torrance, California. As a Certified Financial Planner, Ted Kawahara and his team at Morgan Stanley provide comprehensive financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, they strive to help clients navigate the complexities of the financial markets and make informed decisions about their financial future. Whether you are planning for retirement, saving for education, or managing your wealth, Ted Kawahara, CFP® - Morgan Stanley is committed to helping you achieve financial success.
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