Financial planner needed in El Segundo, California
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Javier Barajas - Prudential Financial
Javier Barajas - Prudential Financial is a reputable finance and insurance agency located at 100 North Sepulveda Boulevard in El Segundo, California, United States. With a strong focus on providing top-notch financial planning and insurance services, the institution is dedicated to helping clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Javier Barajas - Prudential Financial offers personalized solutions tailored to meet your specific needs and goals. Trust in their expertise and commitment to excellence for all your financial and insurance needs.
Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 East El Segundo Boulevard, El Segundo, California, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Merrill Lynch Financial Advisor JOY MILAN
Merrill Lynch Financial Advisor JOY MILAN is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Specializing in finance, JOY MILAN helps clients manage their wealth by creating personalized strategies tailored to their specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to wealth management. JOY MILAN believes in building strong client relationships based on trust and personalized service, and is dedicated to helping clients pursue their financial goals through thoughtful planning and implementation. As a Certified Financial Planner, JOY MILAN is committed to providing clients with the guidance and support they need to navigate the complexities of the financial landscape. With a focus on understanding clients' priorities and aspirations, JOY MILAN works to develop customized investment approaches that can help turn goals into reality. By staying in touch with clients and regularly reviewing their financial strategies, JOY MILAN aims to help clients stay on track towards achieving their financial objectives. With a team of experienced advisors and access to a wide range of financial services, clients can rely on JOY MILAN to provide the personalized support and guidance needed to pursue their financial goals.
CA Tax Planners
CA Tax Planners is a premier accounting and finance institution located at 898 N North Pacific Coast Highway in El Segundo, California. Our team of experienced professionals specializes in providing expert tax planning and financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, our dedicated team is here to help you achieve your financial goals. Trust CA Tax Planners to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you navigate the complexities of the tax and finance world.
ACTIVE AGING 365!
Welcome to Active Aging 365! Located at 222 North Pacific Coast Highway in El Segundo, California, our institution is dedicated to promoting healthy aging through a comprehensive approach to wellness. Our team of experienced professionals, including RNs, Life Care Planners, Care Managers, and Consultants, work together to create personalized Life Care Planning Road Maps for your loved elders. At Active Aging 365, we believe in coordinating medical care and life needs, including legal planning and wealth management, to ensure a healthy and secure future for your aging family members. Our Elder Care & Case Management team offers compassionate solutions to address the day-to-day health coordination and care needs of elders.
Phenomenal Tax & Accounting Services, LLC
Phenomenal Tax & Accounting Services, LLC is a top-notch accounting and finance institution located at 2301 Rosecrans Avenue in El Segundo, California. Whether you need help with tax return filing, accounting services, payroll processing, or business planning, our team of experts is here to assist you. With years of experience and a focus on reducing tax liabilities and ensuring financial success, our firm is dedicated to providing exceptional service to clients in Los Angeles, Orange County, and Southern California. Contact us today at (310) 943-7330 or email paul@phenomenaltax.com for all your accounting and tax needs.
Prudential Advisors | Jeffrey P. Newitt, CFP , ChFC , CLU
Welcome to Prudential Advisors | Jeffrey P. Newitt, CFP®, ChFC®, CLU® – your trusted partner in financial planning and wealth management, conveniently located at 222 North Pacific Coast Highway, El Segundo, California. As a dedicated Certified Financial Planner™ and Chartered Financial Consultant®, Jeffrey P. Newitt brings a wealth of expertise and personalized service to help you achieve your financial goals. Our comprehensive range of financial services is designed to address your unique needs, whether you are planning for retirement, managing investments, or protecting your family's future. With a commitment to integrity and excellence, we provide tailored strategies and insightful guidance to help you navigate the complexities of financial planning with confidence.
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