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TOP 30 Financial services provider in Rancho Palos Verdes, CA
25 results found
A convenient service for searching for businesses, places and services
IKG Professional Services-Paralegal/Tutor/Mobile Notary/Loan Signing Agent
IKG Professional Services is a multifaceted institution offering a range of financial services including paralegal assistance, tutoring, mobile notary services, and loan signing agent services. Located at 8 Bronco Drive in Rancho Palos Verdes, California, United States, IKG Professional Services is dedicated to providing expert guidance and support in various financial matters. Whether you need help with legal documentation, academic tutoring, notarization services on the go, or assistance with loan signings, IKG Professional Services is here to help. Trust in our team of professionals to deliver high-quality services tailored to meet your specific needs.
Lopez Tax Services
Lopez Tax Services is a reputable accounting and finance institution located at 28631 South Western Avenue in Rancho Palos Verdes, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxation and financial planning with ease and confidence. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Lopez Tax Services is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
U.S. Bancorp Investments - Financial Advisors: Angel Velasquez
U.S. Bancorp Investments - Financial Advisors, led by Angel Velasquez, is a reputable finance institution located at 29000 South Western Avenue in Rancho Palos Verdes, California. With a focus on providing top-notch financial advice and services, the team at U.S. Bancorp Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Angel Velasquez and his team are here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
Lucianna Molinari - Financial Advisor, Ameriprise Financial Services, LLC
Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."
Financial Advisors | U.S. Bancorp Investments
Financial Advisors at U.S. Bancorp Investments in Rancho Palos Verdes, California, provide expert guidance and personalized strategies to help individuals achieve their financial goals. Whether it's planning for retirement, investing for the future, or managing wealth, our team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world. With a focus on trust, integrity, and superior customer service, U.S. Bancorp Investments is a trusted partner for all your financial needs.
Suzy Zimmerman - State Farm Insurance Agent
Welcome to Suzy Zimmerman - State Farm Insurance Agent! Located at 4010 Palos Verdes Drive North in Rolling Hills Estates, California, our insurance agency has been serving the Southern California community for over 15 years. Situated in the Academy Center Complex at the southwest corner of Crenshaw and Palos Verdes Drive North, we offer personalized insurance coverage and exceptional service to our clients. At Suzy Zimmerman State Farm, we can assist you with a variety of insurance needs, including Life, Auto Insurance, and more. Our team is dedicated to reviewing your coverage to ensure that all your needs are being met. Whether you're looking to update your Home, Condo, or Renters Insurance plan, or need help with hard-to-insure property via the CA Fair Plan, we are here to help.
Michelle Gibson - State Farm Insurance Agent
Michelle Gibson - State Farm Insurance Agent is a reputable insurance agency located at 21730 South Vermont Avenue in Torrance, California. Our dedicated team has been serving the South Bay community since 2008, offering a wide range of insurance services including Auto, Home, Renters, Life, Health, and Financial Services. As a Bilingual agency, we are proud to assist our Spanish-speaking clients. Conveniently situated near the 110 Freeway and Harbor UCLA Hospital, our office is easily accessible for residents of Torrance, Carson, Wilmington, San Pedro, Rancho Palos Verdes, Redondo Beach, and the greater Los Angeles area. Michelle Gibson, the agency owner, is a local resident with a passion for helping others and providing personalized service to meet each client's unique needs.
Yorkshire Realty
Yorkshire Realty, located at 28625 South Western Avenue in Rancho Palos Verdes, California, was founded by an attorney and a data scientist who found financial success through real estate investments in Southern California. This institution offers a wide range of services including real estate brokerage, property management, and legal expertise. With firsthand experience as buyers, sellers, landlords, and investors, Yorkshire Realty provides clients with a unique advantage in the real estate market. As a licensed real estate brokerage (DRE No. 02157925), Yorkshire Realty has facilitated numerous transactions throughout Southern California, specializing in residential properties such as homes, condos, and apartment buildings. Additionally, the institution manages both multi-family and single-family rental properties, overseeing all operational aspects from rent collection to tenant disputes.
Unified Property Management
Unified Property Management is a leading property management company located in Rancho Palos Verdes, California. With a team of experienced professionals, we provide top-notch services for residential and commercial properties. From tenant screening and rent collection to property maintenance and financial reporting, we handle all aspects of property management with efficiency and excellence. Our goal is to ensure that property owners have a stress-free experience while maximizing the value of their investments. Contact us today to learn more about how Unified Property Management can help you with your property management needs.
True Vines LLC
True Vines LLC is a leading finance institution located at 28924 South Western Avenue in Rancho Palos Verdes, California. With a focus on providing top-notch financial services, True Vines LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or financial planning, the team at True Vines LLC is committed to delivering personalized solutions tailored to your specific needs. Trust in True Vines LLC for all your financial needs in the beautiful city of Rancho Palos Verdes.
Global DCM
Global DCM is a premier institution located at 30143 Matisse Drive in Rancho Palos Verdes, California, United States. We specialize in providing top-notch services in debt capital markets, offering expert advice and solutions to our clients. With a team of highly experienced professionals, we strive to deliver innovative and tailored strategies to meet the unique financial needs of each client. Our commitment to excellence and dedication to customer satisfaction set us apart as a trusted partner in the financial industry. Visit us today to experience the difference of working with Global DCM.
Law Offices of Chris Barker
The Law Offices of Chris Barker, located at 28625 South Western Avenue in Rancho Palos Verdes, California, offers a wide range of legal services specializing in real estate disputes and transactions. Serving all of Southern California, our founder Chris Barker is a highly experienced attorney, graduate of UCLA School of Law, and member of the California and New York bars. With a background in complex commercial litigation at top law firms, Chris has successfully represented global investment firms and investors in financial disputes, including a high-profile case against 16 Wall Street banks. In addition to real estate law, Chris Barker has a passion for property investment and management, leading to the creation of his own law office to provide exceptional service to landlords, developers, investors, and more in the industry. Alongside legal services, our sister company Yorkshire Realty offers property management and brokerage services. Trust the Law Offices of Chris Barker for expert legal counsel and representation in all your real estate needs.
Crivello & Associates, Inc (previously Josephine Tuberosi)
Crivello & Associates, Inc (previously Josephine Tuberosi) is a reputable accounting and finance institution located at 28631 South Western Avenue in Rancho Palos Verdes, California, United States. With years of experience in the industry, our team of professionals provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Trust Crivello & Associates, Inc to provide you with expert advice and personalized solutions for all your accounting and finance needs.
Susanne F Holloway - State Farm Insurance Agent
Susanne F Holloway - State Farm Insurance Agent is a trusted insurance agency located at 707 Silver Spur Road in Rolling Hills Estates, California. Specializing in auto, home, condo, renters, business, and commercial auto insurance, they have been serving the insurance needs of Los Angeles County residents since 1982. Their office is conveniently located near Rancho Palos Verdes, Palos Verdes Estates, Torrance, San Pedro, Wilmington, Harbor City, Redondo Beach, Long Beach, Manhattan Beach, and Gardena. Susanne F Holloway holds a Bachelor of Science degree from Cal State, Dominguez Hills and is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). She has received numerous awards and accolades for her outstanding service, including the National Sales Achievement Award and the National Quality Award. In addition to providing insurance coverage, Susanne F Holloway - State Farm Insurance Agent is dedicated to promoting safe driving habits and responsible vehicle maintenance. They offer valuable resources on topics such as drunk driving prevention, battery maintenance, RV travel tips, and the dangers of texting and driving. Their commitment to customer service extends to providing assistance for individuals with disabilities who may have difficulty accessing their website.
Farmers Insurance - Sanni Wehbe
Farmers Insurance - Sanni Wehbe is an insurance agency located at 28631 South Western Avenue in Rancho Palos Verdes, California. As a Farmers Insurance Agent, they offer a variety of insurance products underwritten by Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated companies. They provide insurance coverage for home, auto, life, and more. This institution is dedicated to helping clients find the right insurance coverage to meet their needs. They are a part of the Farmers Insurance Group, which has a strong presence in California with their home office located in Los Angeles. Farmers Insurance - Sanni Wehbe is committed to providing excellent customer service and personalized insurance solutions.
Farmers Insurance - Deborah Colman
Farmers Insurance - Deborah Colman is an insurance agency located at 29000 South Western Avenue in Rancho Palos Verdes, California. As a Farmers Insurance Agent in Rancho Palos Verdes, CA, Deborah Colman helps customers identify the insurance coverage that best fits their needs. With over 20,000 hit and run crashes in Los Angeles annually, it is important to ensure you are covered. Deborah has the knowledge and experience to help you better understand your coverage options, whether it's for auto, home, renters, business insurance, and more. Deborah can help you with comprehensive coverage, collision coverage, deductibles, medical payments, and more. She can simplify the process of selecting the right car insurance coverage for your needs and budget. Farmers Insurance has been providing insurance products for over 80 years, ensuring that your home is protected in the event of a disaster.
UCLA South Bay Campus
UCLA South Bay Campus is a prestigious university located at 30800 Palos Verdes Drive East in Rancho Palos Verdes, California. As a branch of the renowned University of California, Los Angeles (UCLA), this campus offers a wide range of academic programs and resources for students in the South Bay area. With a commitment to excellence in education and research, UCLA South Bay Campus provides a vibrant and diverse learning environment for students to thrive and succeed. Whether you are pursuing a degree, conducting research, or seeking professional development opportunities, this institution is dedicated to helping you reach your goals and achieve academic success.
Farmers Insurance - Richard Grunburg
Farmers Insurance - Richard Grunburg is an insurance agency located at 29050 South Western Avenue in Rancho Palos Verdes, California, United States. As a Farmers Insurance Agent in Rancho Palos Verdes, CA, Richard Grunburg helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Richard Grunburg can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or medical payments, Richard Grunburg is here to help. Contact him today for an insurance quote and to learn about available discounts. Protect your valuable possessions with Farmers Insurance and have the peace of mind knowing that your assets are secure. Whether you need auto insurance, home insurance, renters insurance, life insurance, or business insurance, Richard Grunburg can customize a plan to meet your needs. Farmers Insurance also offers umbrella insurance for added protection. Contact Richard Grunburg today to discuss your financial goals and build a solid financial plan. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other specific insurers provide coverage underwritten by Farmers Insurance. Contact Richard Grunburg for personalized insurance solutions and reliable customer service.
RightMind, Inc.
RightMind, Inc. is a leading mental health institution located at 28364 South Western Avenue in Rancho Palos Verdes, California, United States. Our team of experienced and compassionate professionals is dedicated to providing quality mental health services to individuals of all ages. Whether you are seeking therapy, counseling, or psychiatric care, RightMind, Inc. is here to help you navigate life's challenges and improve your overall well-being. Contact us today to schedule an appointment and take the first step towards a healthier mind and happier life.
3NG Consulting
3NG Consulting is a leading institution located at 1236 Mount Rainier Road in Rancho Palos Verdes, California, United States. We specialize in providing top-notch consulting services in various fields such as business, technology, and finance. Our team of experienced consultants is dedicated to helping our clients achieve their goals and maximize their potential. With a focus on innovation and excellence, 3NG Consulting is committed to delivering exceptional results and exceeding expectations. Contact us today to learn more about how we can help you succeed.
Colby Keil & Gaydos Inc.
Colby Keil & Gaydos Inc. is a renowned accounting and finance institution located at 28924 South Western Avenue in Rancho Palos Verdes, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, Colby Keil & Gaydos Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to experience their expertise and personalized service.
Wealth Management Associate - U.S. Bancorp Investments: Maria Carvajal
At Wealth Management Associate - U.S. Bancorp Investments, Maria Carvajal offers expert financial guidance and services in Rancho Palos Verdes, California. With a focus on wealth management, Maria helps clients achieve their financial goals through personalized investment strategies and portfolio management. Located at 29000 South Western Avenue, this finance institution provides top-notch services to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, saving for a major purchase, or seeking to build wealth, Maria Carvajal and her team are dedicated to helping you navigate the complex world of finance with confidence and success.
H&R Block
H&R Block is a trusted accounting and finance institution located at 28901 South Western Avenue in Rancho Palos Verdes, California. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive financial guidance, H&R Block is dedicated to providing expert advice and solutions tailored to your specific needs. Visit us today to experience the difference that H&R Block can make in managing your finances effectively.
Forensic Accounting Corp
Forensic Accounting Corp, located at 28625 South Western Avenue in Rancho Palos Verdes, California, offers a comprehensive range of forensic accounting services to the legal and insurance sectors in the area. Our team of specialists is equipped to identify, preserve, and report on all forms of digital evidence, including electronically stored information (ESI). In addition to our forensic accounting solutions, our Rancho Palos Verdes office also provides litigation support for business disputes, shareholder and partner conflicts, and matters related to business income loss. With over 15 years of experience in the industry, our professionals bring a wealth of business and legal knowledge to the table, ensuring that attorneys and clients receive top-notch financial and investigative expertise. Our team holds various certifications, including CPA, ABV, ASA, CFA, CFE, CFF, CFFA, and CVA, making us a trusted partner for all forensic accounting needs in the area.
Accounting Sense
Accounting Sense, located at 5644 Ravenspur Drive in Rancho Palos Verdes, California, is a trusted institution specializing in accounting, finance, payroll, and tax services for clients in the Palos Verdes Peninsula area. With a focus on accuracy and personalized assistance, Accounting Sense helps clients improve their financial situations by updating and maintaining their financial records. Clients appreciate the one-on-one support from expert bookkeepers who thoroughly examine their accounts and provide ongoing assistance after cleanup. By offering personalized insights and keeping books current throughout the year, Accounting Sense helps clients prepare for tax season with peace of mind. Partner with Accounting Sense for reliable and efficient financial services that allow you to focus on what you do best.
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