TOP 30 Financial literacy education in Los Angeles, California

24 results found

Morgan Stanley Financial Advisors is a prestigious finance institution located at 10960 Wilshire Boulevard in Los Angeles, California, United States. As a leading financial advisory firm, Morgan Stanley offers a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced and knowledgeable advisors, Morgan Stanley provides personalized investment strategies and financial planning solutions to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Morgan Stanley Financial Advisors can provide expert guidance and support to help you make informed decisions and secure your financial future.

Merrill Lynch Financial Advisor Amy Shin is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, District of Columbia, and US territories, the institution helps clients achieve their desired financial goals. The institution emphasizes the importance of understanding the risks involved in investing and offers a broad range of brokerage, investment advisory, and other financial services. Merrill Lynch does not provide legal, tax, or accounting advice, and clients are encouraged to consult with their own advisors before making any financial decisions. The institution is affiliated with Bank of America Corporation and provides insurance, annuity products, trust, and fiduciary services. The institution also offers a variety of certifications and services to enhance the client's financial knowledge and experience. Additionally, Merrill Lynch strives to provide clients with information on products and services that may be of interest to them. Please note that Bank of America Merrill Lynch is the global banking and global markets business of Bank of America Corporation, and clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.

WLM Financial is a multi-faceted institution offering a range of financial services including insurance and real estate. Located at 400 South La Brea Avenue in Inglewood, California, WLM Financial is dedicated to providing expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage, real estate investments, or financial planning services, WLM Financial is committed to delivering exceptional service and results. Contact us today to learn more about how we can help you secure your financial future.

ether we will put your interests first to help you pursue your goals. With access to the investment insights of Merrill Lynch and banking solutions from Bank of America, we can work together to develop a personalized financial approach designed to address your unique needs. Located at 333 South Hope Street in Los Angeles, California, Merrill Lynch Financial Advisor Robert M Pastrana offers insights, observations, and ideas to help clients pursue their financial goals. With over 18 years of experience in investment, credit, and banking, Robert is dedicated to providing wealth management services to high net worth individuals and their families.

David Kamholtz, a financial advisor at Ameriprise Financial Services, LLC in Los Angeles, California, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, David helps clients save for major purchases and meet their current financial needs. He is registered in states where he conducts securities business and is dedicated to providing quality service to help clients navigate the complexities of the financial market. Clients can expect a thorough overview of financial planning concepts during their initial consultation with David. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and prioritizes privacy and security for all clients. Contact David Kamholtz to discuss your financial goals and develop a sound strategy for your future.

World Financial Group, Inc. is a leading finance institution located at 5900 Canoga Avenue in Los Angeles, California, United States. With a strong focus on helping individuals and families achieve their financial goals, World Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. With a team of experienced financial professionals, World Financial Group is dedicated to providing personalized financial solutions to meet the unique needs of each client. Whether you are planning for the future or looking to secure your financial well-being, World Financial Group is committed to helping you build a secure financial future.

Kyle Smith - Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Kyle provides investment recommendations and portfolio analysis to help you achieve your financial objectives. With a focus on multi-generational financial planning, Kyle ensures that the unique goals of each family member are addressed and empowers them with financial literacy to make informed decisions for their future. By engaging in meaningful conversations and crafting personalized strategies, Kyle helps clients of all ages work towards a more secure financial future.

Capital One Café is a unique institution that combines the convenience of a bank with the comfort of a café. Located at 801 South Grand Avenue in Los Angeles, California, this innovative concept offers customers a one-of-a-kind banking experience. Enjoy delicious food and beverages while taking care of your financial needs in a relaxed and welcoming atmosphere. Whether you're looking to open a new account, discuss investment options, or simply grab a coffee to-go, Capital One Café has you covered. Visit us today to see how we're redefining the way you bank and dine.

Located at 131 North Grand Avenue in Los Angeles, California, the Toberman Neighborhood Center is more than just a community center - it is a family dedicated to nurturing and uplifting every individual who walks through its doors. With a mission to empower individuals and families to live healthier, more fulfilling lives, the center offers a variety of programs and services aimed at fostering growth, learning, and opportunity. One of the center's initiatives is its complimentary tax preparation services, which help individuals and families navigate the complexities of tax returns and maximize their refunds. Through one-on-one meetings with tax preparation specialists, clients like Maria, a single mother of two, have been able to secure significant refunds to support their financial goals.

All Peoples Community Center, located at 822 East 20th Street in Los Angeles, California, is a health institution dedicated to providing social services and programs that empower individuals and promote community respect and self-determination for all. Our vision is to become a state-of-the-art community resource and empowerment center, representing the community's greatest dreams and aspirations. As a comprehensive community center, we offer a wide range of social and educational services and activities. Whether it's assisting first-generation college students with applications, scholarships, and FAFSA, or providing support to families in need during the holidays, All Peoples is committed to making a positive impact on the lives of those we serve.

Casa Dominguez is a community institution located at 15727 Atlantic Avenue in Compton, California. This institution is dedicated to providing financial aid opportunities for residents aged 17-28 who are pursuing higher education at a university, college, or vocational school. President & CEO Holly Benson leads the organization, as highlighted by JPMorgan Chase. ABC7 has also spotlighted Casa Dominguez's modular supportive housing at Beacon Landing. Collaborating with partners like Factory_OS, Casa Dominguez is actively working to address housing challenges in Los Angeles. Visit their office at 1149 S. Hill Street, Ste 700 in Los Angeles for more information on their affordable housing initiatives.

"We The People" is a finance institution located at 2496 Lincoln Boulevard in Los Angeles, California. Our mission is to empower individuals and businesses with the knowledge and resources they need to achieve financial success. With a team of experienced professionals, we offer a wide range of financial services including loans, investment opportunities, and financial planning. Whether you are looking to start a new business, purchase a home, or save for the future, "We The People" is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial goals.

Public Elem School is a primary school located in East Los Angeles, California, United States. Our institution is dedicated to providing quality education to young students in the community. With a focus on accounting and finance, we aim to instill important financial literacy skills in our students from a young age. Our experienced teachers and staff are committed to creating a safe and nurturing learning environment where students can thrive academically and socially. Join us at Public Elem School and watch your child grow and succeed!

Daisy Medical Institute (formerly known as Daisy CNA Academy) is a healthcare institution located at 5250 West Century Boulevard in Los Angeles, California, United States. Our mission at Daisy Medical Institute is to empower compassionate individuals with the knowledge, skills, and support necessary to become exceptional Certified Nursing Assistants (CNAs) in the healthcare field. Our CNA training program costs $2,500, covering the tuition for the full curriculum. We also offer scholarship opportunities for eligible students who demonstrate exceptional potential and passion for the healthcare field. These scholarships are designed to support and reward individuals facing financial limitations but possess the determination to succeed.

Transamerica Institute, located in Los Angeles, California, is a nonprofit foundation focused on educating the public about various aspects of health, wellness, employment, financial literacy, longevity, and retirement. As an operating division of Transamerica Institute, the Transamerica Center for Retirement Studies conducts extensive annual surveys on retirement planning. Funded by Transamerica Life Insurance Company and its affiliates, the Institute provides valuable information for educational purposes only. For personalized advice, it is recommended to consult independent professionals. Sign up for email updates to stay informed on the latest reports and research findings from Transamerica Institute and Transamerica Center for Retirement Studies. Welcome to our community of knowledge and resources!

EVERYBOND Surety & Insurance Solutions is an insurance agency located at 611 Wilshire Boulevard in Los Angeles, California, United States. Specializing in surety bond solutions for commercial bonds, contract bonds, court bonds, and fidelity bonds, we have the experience to make a difference in your insurance needs. Our commitment to saving you money sets us apart, as we offer fast and friendly service at the lowest costs available in the industry. Financial literacy is a crucial aspect of sound financial management, especially for small business owners. As we celebrate Financial Literacy Month in April, we aim to educate our customers on the fundamentals of financial literacy that can lead to success. Budgeting basics and effective time management techniques are just a few of the topics we cover.

Plan for College Nationwide is a leading educational institution located at 6320 Canoga Avenue in Los Angeles, California. Our mission is to provide comprehensive college planning services to students and families nationwide. Our experienced team of college counselors and advisors are dedicated to helping students navigate the college admissions process, explore career options, and secure financial aid. Whether you are a high school student preparing for college or a working professional looking to further your education, Plan for College Nationwide is here to support you every step of the way. Visit us today to start planning for your future success.

Abacus Wealth Partners, located at 429 Santa Monica Boulevard in Santa Monica, California, is a finance institution dedicated to helping individuals, families, nonprofits, and foundations achieve financial ease and focus on what matters most. Our team of Advisors and CFP® professionals work collaboratively to provide comprehensive wealth management services both in-person and virtually. Through our innovative financial planning process and evidence-based investment strategy, we help clients stop worrying about money and fully experience life. Our Los Angeles team hosts educational workshops, seminars, and financial literacy courses in the community, and also gives back through volunteer work. If you're ready to expand what's possible with your money, contact us for an introductory call. Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission, offering personalized financial advice and services.

Lenox Advisors is a leading financial institution located at 444 Flower Street in Los Angeles, California. As a trusted provider of financial services, Lenox Advisors offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lenox Advisors is committed to delivering exceptional service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, managing investments, or seeking insurance solutions, Lenox Advisors is dedicated to helping you secure a prosperous future.

Empower Management Services is a woman-owned minority firm located at 616 South Catalina Street in Los Angeles, California. Specializing in accounting and finance, this institution offers a comprehensive range of Accounting and other Business Support Services. With a commitment to excellence and diversity, Empower Management Services is dedicated to empowering businesses with their financial needs.

Class XVI is a prestigious finance institution located at 160 East 108th Street in Los Angeles, California, United States. Known for its top-notch financial education and training programs, Class XVI offers a comprehensive curriculum designed to prepare students for successful careers in the finance industry. With experienced faculty and cutting-edge resources, students at Class XVI receive a world-class education that equips them with the knowledge and skills needed to excel in the competitive field of finance.

Warner Center Wealth Management - Morgan Stanley is a premier financial institution located in Los Angeles, California. Our team of experienced wealth management professionals at 21650 West Oxnard Street is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you navigate the complexities of the financial world. Trust Warner Center Wealth Management - Morgan Stanley to provide you with expert guidance and support for all your financial needs.

No Limit Tax Return is a reputable accounting and finance institution located at 2615 West Vernon Avenue in Los Angeles, California. Our team of experienced professionals is dedicated to providing high-quality tax return services with no limitations. We strive to help individuals and businesses maximize their financial potential by offering expert advice and assistance with tax preparation, planning, and filing. Trust No Limit Tax Return to exceed your expectations and ensure your financial success.

"We Help Families Get Paid" is an accounting and finance institution located at 4321 Crenshaw Boulevard in Los Angeles, California. Our mission is to assist families in navigating the often complex world of finances and ensuring they receive the payments they are owed. Whether it's managing budgets, resolving payment disputes, or maximizing income potential, our team of experts is dedicated to providing the support and guidance needed to help families achieve financial stability and success. Visit us today to see how we can help you and your loved ones thrive financially.