Financial planning for business owners in El Segundo, California

Leonard Williams - Prudential Financial is a finance and insurance agency located at 100 North Sepulveda Boulevard in El Segundo, California, United States. With a focus on providing top-notch financial services and insurance products, Leonard Williams - Prudential Financial is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the knowledgeable team at Leonard Williams - Prudential Financial is here to assist you every step of the way. Trust in their expertise and commitment to helping you achieve your financial goals.

Marquis Financial Services is an insurance agency located at 2041 Rosecrans Avenue in El Segundo, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or commercial insurance, we are here to help you navigate the complexities of the insurance industry and find the coverage that best suits your individual situation. With a focus on customer service and a reputation for reliability, Marquis Financial Services is your trusted partner in protecting what matters most. Contact us today to learn more about how we can assist you with your insurance needs.

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.

Carol A. Wilshire - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2361 Rosecrans Avenue in El Segundo, California, United States. As a trusted financial advisor, Carol A. Wilshire offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert advice and guidance, the institution is dedicated to helping individuals and businesses make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Carol A. Wilshire - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world.

Kosmont Financial Services is a reputable financial institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Kosmont Financial Services offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Kosmont Financial Services today for expert financial guidance and support.

Merrill Lynch Financial Advisor Andrew Hur is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Andrew Hur joined Merrill Lynch Wealth Management in 2017 and has over 13 years of experience in the financial services industry. He assists High Net Worth individuals and business owners with wealth accumulation and preservation, as well as banking and lending needs through Bank of America. Andrew believes in full transparency and strong communication skills to build long-lasting relationships with his clients. He is fluent in Korean and holds various certifications including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. Andrew focuses on goals-based financial planning and works with clients to understand their financial goals and priorities. He believes in creating a personalized financial approach that reflects each client's unique needs and financial situation. With access to the resources of Merrill and Bank of America, Andrew helps clients manage, grow, and preserve their wealth. He believes in staying informed about changes in the financial markets and in clients' lives to help them stay on track towards their goals. Andrew's mission is to understand each client personally and design a customized plan to help them pursue their financial goals. Whether it's planning for retirement, funding education, or passing wealth to future generations, Andrew is dedicated to helping clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Andrew is committed to providing personalized investment strategies and comprehensive financial solutions to address each client's needs. He believes in the power of building strong client relationships based on trust and personalized service. Andrew Hur is registered to do business in several states and is dedicated to helping clients live their best financial life.

ClearView Financial Planning is a leading finance institution located at 302 West Grand Avenue in El Segundo, California. Our dedicated team of financial planners is committed to providing personalized and comprehensive financial advice to help our clients achieve their goals. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, ClearView Financial Planning is here to guide you every step of the way. With a focus on transparency, integrity, and expertise, we strive to empower our clients to make informed decisions and secure their financial future. Visit us today to see how we can help you reach your financial goals.

Beach Financial Group is a finance institution located at 360 North Pacific Coast Highway in El Segundo, California, United States. Whether you are a small business with 2 employees or a large corporation with 500 employees, Beach Financial Group is here to help you navigate the health insurance marketplace for your employees. We also provide life insurance products to protect your loved ones or business partners, as well as home insurance to protect your property. Our full-service brokerage offers comprehensive coverage, tailored insurance solutions for businesses, and financial planning services to help you achieve your long-term goals. Our experienced staff will work closely with you to ensure that your policies are customized to fit your needs. Contact Beach Financial Group for all your insurance and financial needs.

Merrill Lynch Financial Advisor Andrej Simunac is located at 2301 Rosecrans Avenue, Suite 3150, El Segundo, California, United States. Andrej is an Assistant Vice President with over fifteen years of experience in finance. He is dedicated to creating a positive impact on his clients' financial lives, helping them achieve their goals and move towards financial freedom. Andrej works with a diverse range of clients, including professionals, executives, and business owners, offering personalized investment strategies tailored to each individual's unique needs and goals. He believes in building strong client relationships based on trust, integrity, and loyalty. With access to the resources of Merrill and Bank of America, Andrej helps clients manage, grow, and preserve their wealth for the long term. He is committed to providing thoughtful advice and guidance to help clients achieve their financial aspirations. In his free time, Andrej enjoys an active lifestyle with his children, exploring new destinations and cuisines. Contact Merrill Lynch Financial Advisor Andrej Simunac to start building a personalized financial plan centered around your goals and priorities.

Robert A Smotherman is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 California Street in El Segundo, California. With a focus on providing personalized financial planning and investment management services, Robert helps clients navigate their financial goals and achieve long-term success. As a trusted advisor, he offers tailored solutions to help individuals and families secure their financial future. Contact Robert A Smotherman at Ameriprise Financial Services, LLC for expert guidance on wealth management and financial planning.

Merrill Lynch Financial Advisor Shawn Soroush is a reputable finance institution located at 2301 Rosecrans Avenue, Suite 3150, El Segundo, California, United States. With a focus on exemplary client service, Shawn Soroush has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024. With over two decades of experience, Shawn Soroush assists families, individuals, and business owners in developing long-term financial strategies tailored to their specific goals and priorities. By offering personalized attention and access to global resources, clients can count on Shawn Soroush to help them pursue financial success at every stage of life. With a deep commitment to community involvement and a personalized approach to financial planning, Shawn Soroush aims to help clients achieve their financial goals and navigate life changes with confidence. Whether planning for retirement, education, or wealth transfer, Shawn Soroush's mission is to understand each client's unique needs and provide tailored solutions to help them achieve financial success. With a focus on building strong client relationships based on trust and personalized service, Shawn Soroush and his team at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of the financial markets and achieve their goals. Contact Shawn Soroush today to start your journey towards financial success.

All In One Tax Services, Inc. is a leading accounting and finance institution located at 222 North Sepulveda Boulevard in El Segundo, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, All In One Tax Services, Inc. is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about how they can assist you with all your accounting and finance needs.

Bouie's Professional Business Service is a trusted accounting and finance institution located at 4623 West El Segundo Boulevard in Hawthorne, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our commitment to excellence and personalized service sets us apart from the competition. Whether you are an individual or a business owner, Bouie's Professional Business Service is here to help you achieve your financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.

United Business Owners Solutions (UBOS) is a premier financial institution located at 222 California 1 in El Segundo, California, United States. Our team of experienced professionals provides a wide range of financial services tailored to meet the needs of business owners. Whether you are looking for assistance with loans, investments, or financial planning, UBOS is here to help you achieve your financial goals. With a strong commitment to customer service and expert financial advice, UBOS is the go-to institution for business owners seeking financial solutions.

Welcome to Zaszou Business Services, your trusted partner in accounting and finance solutions. Conveniently located at 2141 Rosecrans Avenue in El Segundo, California, we are dedicated to providing exceptional financial services tailored to meet the unique needs of businesses and individuals alike. Our team of experienced professionals is committed to delivering accurate, reliable, and timely services that include bookkeeping, tax preparation, financial planning, and business consulting. At Zaszou Business Services, we pride ourselves on our personalized approach and attention to detail, ensuring that our clients achieve financial clarity and success. Whether you are a small business owner or an individual seeking expert financial advice, we are here to support your journey every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

Welcome to Bookkeeping for Success, your trusted partner in accounting and finance solutions, located in the heart of El Segundo, California. Situated at 222 North Pacific Coast Highway, our firm is dedicated to helping businesses and individuals achieve financial clarity and success. With a team of experienced professionals, we offer a comprehensive range of services tailored to meet your unique financial needs. At Bookkeeping for Success, we specialize in bookkeeping, payroll management, tax preparation, and financial consulting. Our personalized approach ensures that each client receives the attention and expertise necessary to navigate the complexities of financial management. Whether you're a small business owner seeking efficient bookkeeping solutions or an individual in need of tax assistance, our team is here to support you every step of the way.

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 El Segundo E4, your trusted partner in banking and finance, conveniently located at 2000 East El Segundo Boulevard, El Segundo, California. At El Segundo E4, we are committed to providing personalized financial solutions to meet the diverse needs of our community. Whether you're looking to open a savings account, explore investment opportunities, or secure a loan, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on our customer-centric approach, offering tailored services and expert advice to help you achieve your financial goals. Visit us today and experience the difference of a community-focused financial institution dedicated to your success.

Steve Saiz - State Farm Insurance Agent is an insurance agency located at 1112 Ocean Drive in Manhattan Beach, California, United States. Steve Saiz and his team are dedicated to serving the community and providing excellent insurance coverage to residents of Manhattan Beach, Hermosa Beach, Redondo Beach, El Segundo, and Hawthorne. They are available 24/7 to assist with all insurance needs, whether you are local or in Oregon or Arizona. Steve Saiz is a lifelong learner and strives to be a better husband, father, and leader every day. He is committed to community service and sponsors events such as the Volley4Sound Charity Beach Volleyball Tournament and the Earth Day Beach Clean Up. In addition to insurance services, Steve Saiz offers valuable resources on workplace fire safety, financial planning, and rural road driving safety tips.

Farmers Insurance - Sylvia Bagues-Wagner is an insurance agency located at 319 Richmond Street, El Segundo, California, United States. As your local Farmers® agent, Sylvia Bagues-Wagner helps customers identify the insurance coverage that best fits their needs. With over 20 years of experience as an attorney, Sylvia has the knowledge and expertise to help clients understand their coverage options, whether it's auto, life, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Sylvia can help take the mystery out of selecting the right car insurance coverage. Farmers® has been providing insurance products for over 80 years, ensuring that they will be there for you in the event of disaster.

Merrill Lynch Wealth Management is a finance institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. Our experienced and knowledgeable advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. Our advisors offer financial strategies based on years of combined wealth management experience and stress the importance of going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies designed to meet long-term objectives. Our advisors have access to industry analysts and specialists to fully understand each client's financial situation and collaborate on creating personalized financial strategies. We are dedicated to supporting the economic, social, and cultural life of our communities through volunteerism and charitable outreach. Our culture provides professional training, mentoring, and technology for new and experienced advisors to help clients pursue their financial goals. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results.

Bank of America Private Client Advisor Tiffany Lynne Barbara is a Senior Vice President and Private Client Advisor located at 2301 Rosecrans Avenue in El Segundo, California. With over three decades of experience in financial services, Tiffany is dedicated to serving the sophisticated wealth management needs of high-net-worth families, businesses, and family offices. Backed by a team of specialists and resources at Bank of America, Tiffany provides strategic guidance to help clients grow their businesses, manage risk, and plan for the future. She has a strong background in finance, holding an M.B.A from UCLA and the Certified Trust and Fiduciary Advisor designation. Tiffany is actively involved in various civic and charitable organizations in Southern California and is committed to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank takes the time to listen and learn about each client's unique needs and goals before creating customized wealth management strategies. With a focus on innovation and a personalized approach, Bank of America Private Bank helps clients navigate the complexities of managing significant wealth and achieve their financial objectives. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.

SBAI Group, Inc. is a leading accounting and finance institution located at 840 Apollo Street in El Segundo, California, United States. Our cloud-based services allow you to manage your business from anywhere, whether you're relaxing by the pool or on the go. Our tailored monthly bundled packages are designed to meet your specific business needs, providing valuable guidance and tools to help you succeed. Whether you're a startup or an established business, we offer assistance with entity formation, advanced projections, and tax preparation. Our team of CPAs and tax preparers will not only prepare your tax returns but also provide tips for the future. With top-notch technology and a secure tax portal, your sensitive data is safe with us.

Welcome to Farmers Insurance - Thomas Forsythe, your trusted local insurance agency in Old Town Torrance. Conveniently located at 1308 Sartori Avenue, Torrance, California, we proudly serve families and businesses throughout the South Bay area. With over 31 years of experience in the insurance industry, Thomas Forsythe and his team are dedicated to helping you identify insurance coverage that best fits your unique needs. Whether you're looking for auto, home, renters, or business insurance, our agency is here to provide you with expert guidance and exceptional customer service. At Farmers Insurance - Thomas Forsythe, we prioritize staying in touch with our clients, ensuring you are always informed about your policy updates. Our commitment to stellar response times means you can reach out to us anytime with questions or concerns. We especially enjoy working with small businesses and local families, offering a family-oriented approach to all our services.