TOP 30 Financial planning and investment management in Lakewood, California
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Evolution Financial
● OpenEvolution Financial is a leading finance institution located at 3950 Paramount Boulevard in Lakewood, California, United States. Our team of experienced professionals is committed to helping clients navigate the complex world of finance and achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Evolution Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can help you secure your financial future.
3950 Paramount Blvd, Lakewood, CA 90712, United States -
Hicok Financial Solutions
● ClosedHicok Financial Solutions is a reputable finance institution located at 3217 East Carson Street in Lakewood, California, United States. With a team of experienced financial experts, Hicok Financial Solutions offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Hicok Financial Solutions is dedicated to providing personalized solutions to meet your specific needs. Visit us today to learn more about how we can help you secure your financial future.
3217 E Carson St #383, Lakewood, CA 90712, United States -
Edward Jones - Financial Advisor: Carol Otters
● ClosedEdward Jones - Financial Advisor: Carol Otters is a trusted finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. With a focus on providing personalized financial advice and services, Carol Otters and her team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to guiding you every step of the way. Visit us today to start your journey towards financial success.
4010 Watson Plaza Dr Suite 235, Lakewood, CA 90712, United States -
Lpl Financial
● OpenLpl Financial is a leading financial institution located in Lakewood, California, United States. With a strong focus on providing personalized financial services to individuals and businesses, Lpl Financial offers a wide range of investment options, retirement planning, and wealth management solutions. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lpl Financial is committed to providing expert guidance and support every step of the way.
Lakewood, CA 90712, United States -
A Plus Financial Management LLC
● OpenA Plus Financial Management LLC is a finance institution located at 14501 Lakewood Boulevard in Paramount, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial management services to individuals and businesses. From budgeting and investment advice to retirement planning and tax preparation, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
14501 Lakewood Blvd, Paramount, CA 90723, United States -
N & B Financial Services
● OpenN & B Financial Services is a reputable finance institution located at 9900 Lakewood Boulevard in Downey, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. With a commitment to excellence and personalized service, N & B Financial Services is your trusted partner in financial success. Contact us today to schedule a consultation.
9900 Lakewood Blvd, Downey, CA 90240, United States -
G.M.O. FINANCIAL
● OpenG.M.O. Financial is a reputable accounting and finance institution located at 10359 Lakewood Boulevard in Downey, California, United States. With a team of experienced professionals, G.M.O. Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for help with your personal finances or a business in need of accounting expertise, G.M.O. Financial is dedicated to providing top-notch services tailored to meet your specific needs. Trust G.M.O. Financial to help you achieve your financial goals and secure a stable financial future.
10359 Lakewood Blvd, Downey, CA 90241, United States -
J & S Real Estate Investments
● OpenJ & S Real Estate Investments is a finance institution located at 481 East Whittier Boulevard in La Habra, California, United States. Our team at J & S Real Estate Investments recently had the privilege of spreading holiday cheer to the kids of the community in Lakewood, CA at Kidz Town on Carson Blvd. We are dedicated to serving our communities and providing top-notch services to our clients. Salena, Jesse, and Justin are experts in the industry with years of experience in helping families navigate through real estate transactions. Whether you are looking to buy or sell a property, facing financial issues, or need assistance with a tough situation, our team is here to help. We specialize in finding the right solutions for our clients and ensuring a smooth and stress-free experience.
481 E Whittier Blvd Ste 481A, La Habra, CA 90631, United States -
Thrivent Financial
● OpenWelcome to Thrivent Financial, your trusted partner in achieving financial clarity and security. Conveniently located at 4909 Lakewood Boulevard, Lakewood, California, we are committed to serving the financial needs of our community with integrity and personalized care. At Thrivent Financial, we specialize in providing comprehensive financial services, including investment management, retirement planning, insurance solutions, and wealth management strategies. Our team of experienced professionals is dedicated to understanding your unique financial goals and crafting tailored solutions to help you achieve them. Whether you're planning for retirement, securing your family's future, or managing your investments, we are here to guide you every step of the way. Visit us today and discover how we can help you build a more confident financial future.
4909 Lakewood Boulevard, Lakewood, California 90712, United States -
SchoolsFirst Federal Credit Union - Long Beach-Lakewood
● OpenWelcome to SchoolsFirst Federal Credit Union - Long Beach-Lakewood, your trusted partner in financial success. Conveniently located at 4001 North Lakewood Boulevard in Long Beach, California, we are dedicated to serving the financial needs of our community with integrity and personalized service. As a member-focused financial cooperative, we offer a wide range of services including savings and checking accounts, loans, credit cards, and investment options tailored to help you achieve your financial goals. At SchoolsFirst Federal Credit Union, we pride ourselves on providing exceptional service and support to educators and their families, as well as the broader community. Our knowledgeable and friendly staff are committed to guiding you through every step of your financial journey, ensuring that you receive the best solutions for your unique needs.
4001 North Lakewood Boulevard, Long Beach, California 90808, United States -
Kinecta Federal Credit Union - Lakewood
● OpenWelcome to Kinecta Federal Credit Union - Lakewood, your trusted financial partner located at 4055 Hardwick Street, Lakewood, California. At Kinecta, we are committed to providing exceptional financial services tailored to meet the diverse needs of our community. As a member-owned credit union, we prioritize your financial well-being and offer a wide range of products and services, including savings and checking accounts, loans, mortgages, and investment options. Our Lakewood branch is staffed with experienced professionals dedicated to delivering personalized service and expert financial advice. Whether you're planning for the future, looking to purchase a home, or simply managing your day-to-day finances, Kinecta is here to help you achieve your financial goals. Visit us today and experience the difference of banking with a credit union that truly values its members.
4055 Hardwick Street, Lakewood, California 90712, United States -
Linda Tysol - State Farm Insurance Agent
● ClosedLinda Tysol - State Farm Insurance Agent is a trusted insurance agency located at 4136 South Street in Lakewood, California, United States. With over 40 years of experience, Linda Tysol and her team are dedicated to helping customers with their Auto, Life, and Health insurance needs in the Los Angeles and Orange County areas, as well as in Arizona. Linda Tysol is a long-time resident of the Lakewood and Long Beach community, and is actively involved in her local church and enjoys spending time with her family. The agency's vision is to be recognized as a caring group of professionals who go the extra mile for their customers.
4136 South St, Lakewood, CA 90712, United States -
Farmers Insurance - Analuz Zuniga
● OpenFarmers Insurance - Analuz Zuniga is an insurance agency located at 5230 Clark Avenue, Lakewood, California, United States. Analuz Zuniga is a licensed agent (CA Lic. #0I08656) who helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Analuz Zuniga can provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance is a trusted provider that offers competitive rates and multi-line insurance discounts. In addition to standard insurance policies, Farmers Insurance also offers umbrella insurance for added protection. For financial planning and investment options, Farmers Insurance and Financial Services can help you build a solid financial plan to reach your goals. Contact Analuz Zuniga today for more information or to get a quote on insurance coverage tailored to your needs.
5230 Clark Ave #4, Lakewood, CA 90712, United States -
HOME OWNERS UNIVERSITY
● OpenHome Owners University is a premier institution located at 4192 Woodruff Avenue in Lakewood, California, United States. Serving as both a real estate agency and a university, Home Owners University offers a wide range of courses and services to help individuals navigate the complex world of homeownership. From buying and selling homes to property management and investment strategies, our experienced faculty and staff are dedicated to providing the knowledge and resources needed to succeed in the real estate market. Whether you are a first-time homebuyer or a seasoned investor, Home Owners University is your go-to destination for all things related to homeownership.
4192 Woodruff Ave, Lakewood, CA 90713, United States -
Unified Wealth Advisors
● ClosedUnified Wealth Advisors, located at 8733 Lakewood Drive in Windsor, California, is a leading finance institution dedicated to helping individuals manage their wealth with sensitivity and skill. With a wide range of services, we strive to help your financial affairs flourish by keeping your best interests at the heart of every decision. Our team of experienced advisors is committed to providing you with the confidence and peace of mind that comes with knowing your goals are our top priority. Whether you need a check-up, a second opinion, a complete evaluation of your investment needs, or a customized wealth plan, we are here to help you make the right choices. We understand the importance of managing risk while maximizing financial opportunities, and we are dedicated to simplifying the process for you so that you can focus on the more important things in your life. Don't wait to invest in your future. Contact Unified Wealth Advisors today to receive your complimentary portfolio risk analysis and take the next step towards securing your financial well-being. Our advisors are registered representatives with LPL Financial and offer investment advice through Mariner Independent Advisor Network, LLC. We are here to guide you on your financial journey and help you achieve your long-term goals.
8733 Lakewood Dr Suite 210, Windsor, CA 95492, United States -
Cody Hale - Thrivent
● ClosedCody Hale - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. As a financial professional, Cody Hale specializes in helping individuals navigate the complex world of finance by creating personalized roadmaps to achieve their financial goals. Whether you are looking to protect your family, plan for the future, retire early, or anything in between, Cody is dedicated to helping you reach your destination. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients may choose to further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Kelsey Esswein - Thrivent
● ClosedKelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Bill Marsaglia - Thrivent
● ClosedBill Marsaglia - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. The institution is licensed in multiple states including CA, CO, ID, MI, and OH. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only licensed financial advisors are credentialed to provide investment advisory services. For more information about Thrivent's financial advisors, visit Thrivent.com or FINRA's Broker Check. Visit Thrivent.com/designations for information on professional designations and their requirements.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Benjamin Koehlinger - Thrivent
● ClosedBenjamin Koehlinger - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California. Licensed in multiple states, including CA, AZ, CO, and more, we specialize in connecting faith and finances in the Lakewood and greater Long Beach area. Our experienced financial advisor can assist with financial planning, wealth management, retirement planning, and more, tailored to fit your needs and help you achieve your financial goals. Through programs like Thrivent Action teams and charitable giving strategies, we also aim to inspire generosity in the community. Contact our office in Lakewood to schedule an appointment. Please note that Thrivent does not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a subsidiary of Thrivent. Visit our website for more information on our financial advisors and services.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
JB Consulting Services
● ClosedJB Consulting Services is a leading finance institution located at 10236 Lakewood Boulevard in Downey, California. Our team of experienced consultants provides personalized financial solutions to individuals and businesses, helping them achieve their financial goals. Whether you need assistance with investments, retirement planning, or tax strategies, our experts are here to guide you every step of the way. Trust JB Consulting Services for expert financial advice and exceptional service.
10236 Lakewood Blvd, Downey, CA 90241, United States -
Manila Central USA
● OpenManila Central USA is a reputable institution specializing in accounting and finance services. Located at 12562 Centralia Street in Lakewood, California, this institution offers expert financial advice and assistance to individuals and businesses alike. With a team of experienced professionals, Manila Central USA is dedicated to helping clients navigate the complexities of financial management and achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or budgeting, Manila Central USA is committed to providing top-notch service and support. Trust Manila Central USA for all your accounting and finance needs.
12562 Centralia St, Lakewood, CA 90715, United States -
Three D Consultants
● OpenThree D Consultants is a reputable finance institution located at 5150 Candlewood Street in Lakewood, California, United States. With a team of experienced financial experts, Three D Consultants offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can expect personalized and comprehensive financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Three D Consultants is dedicated to helping you achieve financial success.
5150 Candlewood St, Lakewood, CA 90712, United States -
AccountSense
● OpenWelcome to AccountSense, your trusted partner in accounting and finance, located at 11138 Del Amo Boulevard, Lakewood, California. At AccountSense, we are dedicated to empowering business owners and entrepreneurs by providing insightful and knowledgeable accounting services. Our mission is to enhance every facet of your business operations by developing efficient and tailored systems that align with your unique goals and objectives. With over six years of experience, we have successfully served clients across diverse industries such as construction, manufacturing, and marketing. Our financial solutions are designed to improve profit margins and streamline business operations. Understanding that each client has distinct needs, we offer a range of customized solutions that are adaptable to any budgetary and operational requirements. Whether you require temporary or permanent assistance, our team is equipped to work remotely from our office and can travel as needed to meet your demands.
11138 Del Amo Boulevard, Lakewood, California 90715, United States -
Geoff Delahanty - Thrivent
● ClosedWelcome to "Geoff Delahanty - Thrivent," your trusted partner in financial planning and investment advisory services. Conveniently located at 3820 Del Amo Boulevard, Torrance, California 90503, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our services extend across multiple states, including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI, ensuring that our expertise is accessible to a wide range of clients. At Geoff Delahanty - Thrivent, we utilize Thrivent's Financial Planning Framework to conduct thorough reviews and analyses of your financial situation. Our goal is to empower you with the knowledge and tools necessary to make informed decisions about your financial future. For those seeking a more in-depth planning experience, our Dedicated Planning Services offer personalized, written recommendations for a fee.
3820 Del Amo Boulevard, Torrance, California 90503, United States -
Farmers Insurance - Curtis Yamada
● OpenWelcome to Farmers Insurance - Curtis Yamada, your trusted local insurance agency in Lakewood, California. Conveniently located at 2725 Candlewood Street, our mission is to help you identify the insurance coverage that best fits your needs. With a straightforward and personalized approach, we aim to make you smarter about insurance. As a knowledgeable and experienced Farmers® agent, Curtis Yamada is here to guide you through your coverage options, whether it's auto, home, renters, or business insurance, and more. We understand that navigating the world of insurance can be daunting, but we're here to simplify the process for you.
2725 Candlewood Street, Lakewood, California 90712, United States -
Farmers Insurance - Cindy Serafin-Marquez
● OpenWelcome to Farmers Insurance - Cindy Serafin-Marquez, your trusted local insurance agency in Lakewood, California. Conveniently located at 2725 Candlewood Street, we are dedicated to helping you identify the insurance coverage that best fits your needs. Our approach is straightforward and personalized, ensuring you become well-informed about your insurance options. With extensive knowledge and experience, Cindy Serafin-Marquez is here to guide you through a variety of insurance solutions, including auto, home, renters, business insurance, and more. Whether you're exploring comprehensive or collision coverage, navigating deductibles, or understanding medical payments, we simplify the process to align with your needs and budget.
2725 Candlewood Street, Lakewood, California 90712, United States -
Farmers Insurance - Erika Sanchez
● ClosedWelcome to Farmers Insurance - Erika Sanchez, your trusted local insurance agency located at 4111 South Street, Lakewood, California 90712. As your dedicated Farmers® agent, Erika Sanchez is committed to helping you navigate the complex world of insurance with ease and confidence. Whether you're seeking auto, home, renters, business insurance, or more, Erika will work closely with you to identify the coverage that best fits your unique needs. With extensive knowledge and experience, Erika Sanchez simplifies the insurance process, ensuring you understand your options, from comprehensive and collision coverage to deductibles and medical payments. Start your journey with an online auto insurance quote and discover discounts that could help you save.
4111 South Street, Lakewood, California 90712, United States -
Angela Reilly - Thrivent
● ClosedWelcome to Angela Reilly - Thrivent, your trusted partner in financial planning and investment services, located at 4010 Watson Plaza Drive, Lakewood, California 90712. We specialize in providing personalized financial guidance to help you achieve your financial goals and secure your future. At Angela Reilly - Thrivent, we understand that each client’s financial situation is unique. Our services are designed to offer comprehensive reviews and analyses of your financial standing through Thrivent’s Financial Planning Framework. Clients have the opportunity to enhance their planning with our Dedicated Planning Services, which provides detailed written recommendations tailored to their specific needs, available for a fee.
4010 Watson Plaza Drive, Lakewood, California 90712, United States -
Farmers Insurance - Joel Gonzalez
● OpenWelcome to Farmers Insurance - Joel Gonzalez, your trusted local insurance agency located at 9900 Lakewood Boulevard, Downey, California. As your bilingual Farmers® agent, Joel Gonzalez is dedicated to helping you understand and select the insurance coverage that best fits your unique needs. Whether you're looking for auto, home, renters, business, or life insurance, Joel has the knowledge and experience to guide you through the process with ease and clarity. At Farmers Insurance - Joel Gonzalez, we believe in making insurance simple and personalized. Our goal is to empower you with the information you need to make smart insurance decisions, whether you're seeking comprehensive auto coverage, protecting your home, or ensuring your business's future. We offer competitive rates and various discounts, including multi-line insurance savings, to help you get the most value from your policies.
9900 Lakewood Boulevard, Downey, California 90240, United States -
Farmers Insurance - David Crespo
● OpenWelcome to Farmers Insurance - David Crespo, your trusted local insurance agency located at 20912 Pioneer Boulevard, Lakewood, California 90715. As your dedicated Farmers® agent, I am here to assist you in identifying the insurance coverage that best suits your needs. My approach is straightforward and personalized, aimed at empowering you with a smarter understanding of your insurance options. With extensive knowledge and experience, I am equipped to guide you through a variety of insurance solutions, including auto, home, renters, business insurance, and more. Whether you're considering comprehensive coverage, collision coverage, or navigating deductibles and medical payments, I can help demystify the process of selecting the right car insurance for your needs and budget. Start with an online auto insurance quote and explore our discounts designed to help you save.
20912 Pioneer Boulevard, Lakewood, California 90715, United States
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