TOP 30 Financial guidance in Santa Monica, California

65 results found

Monica Drevon - State Farm Insurance Agent is a reputable insurance agency located at 2001 East 1st Street in Santa Ana, California. Monica Drevon is a highly experienced insurance agent with a Bachelor of Arts degree from the University of California - Berkeley. She is dedicated to providing exceptional service and personalized insurance options to meet the unique needs of each individual and family in the community. Monica's commitment to her customers has earned her recognition as an Ambassador Travel Qualifier, showcasing her dedication to exceeding expectations and providing top-notch service. With a deep understanding of the Santa Ana community, Monica is passionate about helping individuals and families protect their assets and ensure their financial security.

The Financial Aid Office at Santa Monica College, located at 1900 Pico Boulevard, Santa Monica, California, is dedicated to helping students achieve their educational goals by offering over $50 million in financial aid and scholarships. With a world-class education priced at $46 per unit, SMC provides a cost-effective option compared to traditional 4-year universities. The office assists students in completing the Free Application for Federal Student Aid (FAFSA), which determines eligibility for federal, state, and school aid. Students are encouraged to submit their FAFSA by March 2nd each year. The office also helps students apply for the California College Promise Grant (CCPG) and other financial aid programs.

Lawrence Financial Group is a finance institution located at 201 Ocean Avenue in Santa Monica, California. With a focus on providing cost-effective funding options, Lawrence Financial helps clients compare and negotiate favorable terms for loans. The team, led by Haze, is known for their availability to answer concerns and provide expert advice on loan documents. Clients praise Lawrence Financial for their attentiveness, quick response time, and ability to bring creative financing structures to the table. The institution has a proven track record of success in handling difficult and complex financial situations, with close relationships with numerous funding sources including commercial banks, hedge funds, and asset-based lenders.

Merrill Lynch Financial Advisor John C Mulcahy is a reputable financial institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Merrill Lynch Financial Advisor John C Mulcahy is dedicated to providing top-notch financial guidance to individuals and businesses in the Santa Monica area.

Guttman Financial Planning is a trusted finance institution located at 1049 16th Street in Santa Monica, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.

U.S. Bancorp Investments - Financial Advisors in Santa Monica is a trusted finance institution located at 1401 Wilshire Boulevard in California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to provide you with the tools and support you need to succeed. Visit us today to learn more about how U.S. Bancorp Investments can help you secure a prosperous financial future.

Merrill Lynch Financial Advisor Kenneth M Mirch is a reputable finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial advice and guidance, Kenneth M Mirch and his team offer personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Merrill Lynch Financial Advisor Kenneth M Mirch is dedicated to helping you navigate the complexities of the financial world with confidence and success.

Merrill Lynch Financial Advisor Richard A Jones, located at 100 Wilshire Boulevard in Santa Monica, California, offers comprehensive wealth management services to clients and their families. With a focus on personalized service and tailored financial strategies, the team at the Jones Fletcher Group takes a "family tree" approach to working with clients, ensuring that every generation is considered in the pursuit of financial goals. Supported by the global resources of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch is committed to helping clients stay on track towards their goals through proactive asset allocation and rebalancing. With a dedication to building strong client relationships based on trust and personalized service, the advisors at Merrill Lynch strive to provide a seamless and flexible experience for every client. By taking the time to understand each client's unique goals, values, and priorities, the team at Merrill Lynch can develop a customized wealth management strategy designed to help clients achieve what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about financial decisions, Merrill Lynch Financial Advisor Richard A Jones is dedicated to helping clients achieve their financial goals.

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.

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.

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.

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.

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.

Fast Credit Repair 780 is a finance institution located at 1541 Ocean Avenue in Santa Monica, California, United States. Specializing in credit repair, they guarantee results in 30 to 90 days. Poor credit can have serious consequences, such as instant denial for loans or credit cards. However, Fast Credit Repair 780 can help turn your credit around and provide guidance on maintaining a healthy credit score. Many clients have seen significant improvements in their credit scores after working with Fast Credit Repair 780. Their dedicated team cares about their customers and works diligently to achieve the best results possible. By removing negative items from credit reports, clients have been able to regain financial freedom and access to credit opportunities.

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.

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.

Finer College Admissions and Immigration Consultants, located at 2100 Main Street, Santa Monica, California, offers a comprehensive program for high school students, college admissions, career guidance, and immigration assistance. Our team works closely with students starting as early as 9th and 10th grade to provide personalized guidance that meets their individual needs. Unlike other companies that only offer essay assistance, we focus on finding the right fit academically, socially, environmentally, and financially for each student. Our program is designed to not only help students navigate the college admissions process, but also to save families money on tuition costs by matching students with schools that are a good financial fit. We understand that every student's situation is unique, which is why we tailor our approach to minimize stress and anxiety for the student and their family.

Claris Health in Lynwood, California, is a trusted health institution that has been serving the greater West Los Angeles area for over 40 years. Located at 3737 Martin Luther King Junior Boulevard, Claris Health offers a safe and compassionate space for individuals seeking support with pregnancy, sexual health, and mental health issues. Regardless of insurance or immigration status, Claris Health welcomes all individuals with same-day appointments available. The institution provides free or low-cost services to ensure that financial barriers do not hinder access to care.

Isaac Bridgewater - State Farm Insurance Agent is a reputable insurance agency located at 1731 Berkeley Street in Santa Monica, California. Owned by Isaac Bridgewater, the agency serves businesses, families, and individuals in Southern California, including areas such as Santa Monica, Marina Del Rey, Pacific Palisades, Venice, and West Hollywood. With a passion for protecting and empowering clients, Isaac and his team offer a range of insurance services including auto, ATV, motorcycle, home, life, health, and pet insurance. Having joined the State Farm family in 2015, Isaac has dedicated himself to helping clients manage risks, recover from unexpected events, and achieve their dreams. The agency prides itself on providing excellent customer service, integrity, and attentive care to ensure that clients are well-protected from life's uncertainties. Whether you need personal or business insurance, the team at Isaac Bridgewater State Farm is committed to finding the right coverage for your needs.

Marc A. Bronstein, A Professional Law Corporation is a reputable institution located at 3205 Ocean Park Boulevard in Santa Monica, California. Specializing in accounting, finance, and legal services, this corporation offers expert advice and representation in various legal matters. With a team of skilled lawyers and financial experts, clients can trust in the professionalism and expertise provided by Marc A. Bronstein, A Professional Law Corporation. Whether you are in need of legal guidance or financial assistance, this institution is dedicated to helping clients navigate complex legal issues and achieve their goals.

Defense Tax Partners is a top-tier institution located at 124 Montana Avenue in Santa Monica, California, specializing in tax relief and legal services. Our team of experienced attorneys are well-versed in IRS tax laws and are dedicated to helping individuals navigate through tax debt settlement and other financial issues. If you are facing tax problems such as IRS notices, tax levies, or audits, our Los Angeles tax attorneys are here to provide expert guidance and support. With a proven track record of successfully resolving tax issues for numerous clients, Defense Tax Partners is your trusted partner in achieving a favorable outcome for your tax situation.

Northwestern 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.

Donner Legal Services, A Prof. Law Corp. is a reputable institution located at 2020 Pico Boulevard in Santa Monica, California. Specializing in accounting, finance, and legal services, their team of experienced professionals provide expert guidance and support to clients in need of legal assistance. With a strong commitment to excellence and integrity, they strive to deliver personalized solutions tailored to meet the unique needs of each individual or business. Whether you are facing a complex legal issue or require financial advice, Donner Legal Services is dedicated to helping you navigate the legal landscape with confidence and peace of mind.

The Student Services Center at 1900 Pico Boulevard in Santa Monica, California, is a vital resource for students attending the university. This center offers a wide range of services to support students in their academic journey, including academic advising, career counseling, financial aid assistance, and registration support. The friendly and knowledgeable staff are dedicated to helping students navigate the many challenges of university life and achieve their academic and career goals. Whether you need help with choosing a major, finding an internship, or applying for scholarships, the Student Services Center is here to help. Visit us today and take advantage of all the resources and support available to you as a student at our university.

The Scholarship Office at 1900 Pico Boulevard in Santa Monica, California, is a vital resource for students at the university seeking financial assistance to pursue their educational goals. Our dedicated team of professionals is committed to helping students navigate the complex world of scholarships, grants, and other forms of financial aid. Whether you are a first-year student or a graduate student, we are here to provide guidance and support in finding opportunities to help fund your education. Visit us today to learn more about how we can help you achieve your academic dreams.

Ocean Avenue Wealth Management is a prestigious finance institution located at 1431 Ocean Avenue in the vibrant city of Santa Monica, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Ocean Avenue Wealth Management to navigate the complexities of the financial world and help you secure a prosperous future.

Telos 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.

Allen & Associates LLC is a reputable finance institution located at 225 Santa Monica Boulevard in Santa Monica, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment management, retirement planning, tax consulting, and more. Trust Allen & Associates LLC to provide expert financial guidance and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.