TOP 30 Financial life planning in Palos Verdes Estates, California

13 results found

Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."

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.

Chasmar Insurance Services is a premier insurance agency located at 4057 Vía Pavion, Palos Verdes Estates, California. We specialize in helping individuals, families, and small businesses find the perfect insurance plan to meet their needs. With a wide range of options both on and off the exchange, we guarantee that we can find a plan that is right for you. Our experienced team has been working with small businesses for decades, offering tailored programs to suit their unique employee base. Whether you are looking for original Medicare with a supplement or a Medicare Advantage plan, we have the resources to find the perfect plan for you.

Elena Arellano-Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West in Palos Verdes Estates, California. Conveniently situated in the Lunada Bay Patio Building next to the Park, Elena is a proud South Bay native with a background in Civil Engineering and an MBA from USC. As a State Farm agent, Elena helps individuals and families protect their assets, manage risks, and plan for their future financial needs. In addition to her professional pursuits, Elena is dedicated to her family and community, serving as a parent caregiver and actively participating in charitable initiatives. She is committed to building lasting relationships with her clients, understanding their unique circumstances, and offering exceptional service and support.

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.

Rob Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West, Palos Verdes Estates, California, United States. Situated in the courtyard of the Lunada Patio building with Salsa Verdes, above Lunada Bay Hardware, this agency offers a range of insurance products including car insurance, homeowners insurance, and life insurance. Planning for divorce can be a challenging time, especially when it comes to providing for children. The agency provides guidance on how parents can cope with these changes. Additionally, they offer information on various types of insurance policies and what is covered under each.

Farmers Insurance - Jeffrey Haaz is located at 2325 Palos Verdes Drive West in Palos Verdes Estates, California, United States. As an insurance agency, Jeffrey Haaz helps customers identify the insurance coverage that best fits their needs, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options and competitive rates. Jeffrey Haaz can also assist with life insurance, renters insurance, condo insurance, and business insurance. Additionally, Farmers Insurance offers financial services to help customers build a solid financial plan for the future. Contact Jeffrey Haaz today for personalized insurance solutions tailored to your needs.

Jere Murray - State Farm Insurance Agent is a reputable insurance agency located at 300 Tejon Place in Palos Verdes Estates, California. As a State Farm agent, Jere Murray offers a wide range of insurance products and services to help individuals and families protect their assets and plan for the future. With a commitment to excellent customer service and personalized insurance solutions, Jere Murray is dedicated to helping clients find the coverage that best fits their needs. Whether you are looking for auto, home, life, or business insurance, Jere Murray - State Farm Insurance Agent is here to help you navigate the complexities of the insurance world and provide you with peace of mind.

Welcome to Los Angeles County Fire Dept. Station 2, located at 340 Palos Verdes Drive West, Palos Verdes Estates, California. We are proud to be part of the renowned Los Angeles County Fire Department, recognized globally for excellence in fire and emergency services. Our dedicated team of firefighters and lifeguards are committed to serving the community with the highest standards of safety and professionalism. At Station 2, we not only respond to emergencies but also focus on educating the youth and the community about fire safety and emergency medical services. We emphasize community service and civic involvement through positive mentoring, training, education, and career development.

Welcome to Los Angeles County Fire Dept. Station 106, proudly serving the community of Rolling Hills Estates and surrounding areas. Located at 27413 Indian Peak Road, Rolling Hills Estates, California 90274, our station is dedicated to providing top-notch fire protection and emergency medical services. Our team of highly skilled and dedicated firefighters is part of the internationally renowned Los Angeles County Fire Department, known for its excellence in fire and rescue operations. At Station 106, we are committed not only to emergency response but also to community education and involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, focusing on community service, civic involvement, and career development. Understanding fire safety is crucial for everyone, and we provide resources to help you identify potential safety issues in your home and know what to do in case of an emergency.

Welcome to Chavez Management & Fiduciary Services, a unique establishment dedicated to serving the diverse needs of our community in Palos Verdes Estates, California. Conveniently located at 300 Tejon Place, our center is a harmonious blend of spiritual guidance, financial expertise, and legal support, all under one roof. At Chavez Management & Fiduciary Services, we understand the importance of addressing both the spiritual and practical aspects of life. As a welcoming place of worship, we provide a serene environment for reflection, prayer, and community gatherings, fostering a sense of belonging and spiritual growth.

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 Farmers Insurance - Jonathan Axtell, your trusted local insurance agency in Palos Verdes Estates, California. Conveniently located at 2550 Vía Tejon, we are dedicated to helping you navigate the ever-changing landscape of insurance needs. As your local Farmers® agent, Jonathan Axtell is committed to providing you with personalized service to ensure you have the right coverage for your unique situation. Whether you're looking for auto, home, renters, business, or life insurance, we offer comprehensive solutions to protect what matters most to you. With years of experience as a Palos Verdes resident, Jonathan has the knowledge and expertise to guide you through the complexities of insurance policies and help you make informed decisions.