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TOP 30 Financial portfolio in Redondo Beach, CA
7 results found
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Coldwell Banker Realty - Palos Verdes-Beach Cities
Welcome to Coldwell Banker Realty - Palos Verdes-Beach Cities, your premier real estate agency located in the charming and picturesque Malaga Cove Plaza, Palos Verdes Estates, California. Nestled in the heart of the prestigious Palos Verdes Peninsula, we specialize in offering a diverse portfolio of elegant homes situated in scenic settings across four exclusive cities: Palos Verdes Estates, Rolling Hills, Rolling Hills Estates, and Rancho Palos Verdes. Our office proudly serves a wide range of communities within the South Bay area, including the affluent and vibrant Manhattan Beach, the casual beach atmosphere of Hermosa Beach, and the diverse environments of Redondo Beach. Additionally, the city of Torrance is within our service area, known for its excellent schools, city services, and thriving business community.
Lori Richard - State Farm Insurance Agent
Welcome to the Lori Richard State Farm Insurance Agency located at 222 Avenida Del Norte in Redondo Beach, California. Our insurance agency is dedicated to serving the insurance needs of residents in Redondo Beach, South Bay, Palos Verdes Peninsula, Torrance, Los Angeles County, and surrounding areas. With over 13 years of experience, Lori Richard and her team are committed to providing personalized insurance plans tailored to each customer's needs. Whether you are looking for Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Health Insurance, Pet Insurance, Condo Insurance, Boat Insurance, or Motorcycle Insurance, the Lori Richard State Farm Insurance team is here to help protect what matters most to you. Our pet-friendly office welcomes furry family members, so feel free to stop by with your dogs!
Advanced Planning Solutions, Inc.
Advanced Planning Solutions, Inc. is a finance institution located at 225 Avenue I in Redondo Beach, California. We specialize in the power of planning and smart investment management for our clients. Our team follows the 7 Steps: Financial Planning Process outlined by the Certified Financial Planners® (CFP®) Board, adhering to their Code of Ethics and Standards of Conduct. With extensive experience in investing in the stock market, we utilize time-tested philosophies centered around asset allocation and behavioral finance. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker/dealer and registered investment adviser. Please note that Cetera is under separate ownership from any other named entity.
Riviera Wealth Management
Riviera Wealth Management is a prestigious finance institution located at 322 Vista Del Mar in Redondo Beach, California. Situated in the Hollywood Rivera section, our professional financial advisors work closely with individuals, families, and businesses to help them make informed decisions about their money, investments, retirement planning, and legacy planning. With over 80 years of combined experience, our team is dedicated to providing ethical investment planning and wealth management services tailored to each client's unique goals and risk tolerance. At Riviera Wealth Management, we pride ourselves on exceeding our clients' expectations by offering personalized and comprehensive concierge services. Our team is committed to understanding your financial needs, developing strategies to help you reach your goals, and guiding you towards financial success. We offer custom portfolio management, asset management services, and a range of financial planning solutions to meet your specific requirements.
Bollinger Capital Management, Inc.
Bollinger Capital Management, Inc. is a renowned finance institution located at 1200 Aviation Boulevard in Redondo Beach, California, United States. With a strong track record of providing expert financial advice and investment management services, Bollinger Capital Management, Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction and success. Trust Bollinger Capital Management, Inc. to guide you towards financial prosperity and peace of mind.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
Rosenwald Capital Management
Rosenwald Capital Management is a leading finance institution located at 123 West Torrance Boulevard in Redondo Beach, California, United States. Our team of experienced professionals is dedicated to providing top-tier financial services to our clients, including investment management, wealth planning, and retirement strategies. With a focus on personalized solutions and exceptional customer service, Rosenwald Capital Management is committed to helping our clients achieve their financial goals and secure their financial future.
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