TOP 30 Funding consultants in El Segundo, California

13 results found

Albertson & Davidson, LLP is a highly respected law firm located at 400 Continental Boulevard in El Segundo, California. Specializing in estate planning, trust administration, and probate litigation, their team of experienced lawyers provides expert legal services to clients throughout the United States. With a strong commitment to helping individuals and families navigate complex legal matters, Albertson & Davidson, LLP is dedicated to achieving the best possible outcomes for their clients. Trustworthy, reliable, and knowledgeable, this firm is a top choice for those seeking professional legal representation.

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 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.

Omnicap Group is a trusted finance institution located at 2286 East Maple Avenue in El Segundo, California, United States. Specializing in financial and municipal advisory, investment advisory, swap advisory, and arbitrage rebate compliance services, we are dedicated to providing exceptional client service and teamwork. With offices in the West, Central, and East regions of the country, we serve a diverse range of clients nationwide. Contact us today to see how Omnicap Group can be your trusted municipal and investment advisory partner.

Three Point Capital, LLC is a reputable finance institution located at 2041 Rosecrans Avenue in El Segundo, California, United States. Specializing in providing financial solutions for businesses and individuals, Three Point Capital offers a range of services including loans, investment opportunities, and financial consulting. With a team of experienced professionals and a commitment to excellence, Three Point Capital is dedicated to helping clients achieve their financial goals.

KCC, located at 2335 Alaska Avenue in El Segundo, California, is a finance institution that sets a higher standard for the industry. They prioritize client needs and provide professional-level service, industry expertise, and innovative technology solutions. KCC has earned national and industry recognition for their services, leadership, and innovative business model. They specialize in Class Action, Corporate Restructuring, Trustee & Fiduciary Services, and Mass Tort cases. KCC has been appointed as the administration expert for some of the largest cases, bringing unrivaled knowledge and experience to their work. They prioritize privacy and security, ensuring data integrity and protection. KCC takes a hands-on approach from the beginning of each new matter and uses advanced technology to drive efficiency and best practices. GCP Capital, associated with KCC, manages North American private equity funds that have invested over $1.3 billion in approximately 60 portfolio companies. Their realized investments have generated over $2.5 billion in proceeds, with fourteen portfolio companies going public after GCP's investment. GCP primarily invests in tech-enabled business services and financial services/technology industries, making controlling or influential minority investments of $10 to $50 million in companies with enterprise values of $25 to $250 million.

John J Yoshida is a trusted financial advisor at Ameriprise Financial Services, LLC located in El Segundo, California. With years of experience in the finance industry, John provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, John J Yoshida can help create a customized financial plan tailored to your needs. Visit us at 205 East El Segundo Boulevard to start planning for your financial future today.

Carl Davis - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. As a dedicated financial advisor, Carl Davis provides personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Ameriprise Financial Services, LLC offers a comprehensive range of financial products and services to meet the diverse needs of individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Carl Davis and his team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merit Wealth Management - Ameriprise Financial Services, LLC is a reputable finance institution located at 222 North Pacific Coast Highway in El Segundo, California, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they provide personalized financial planning, investment management, retirement planning, and insurance services. Clients can trust Merit Wealth Management to provide expert advice and guidance to help them secure their financial future.

Merrill Lynch Financial Advisor Michael Hardin, located at 2301 Rosecrans Avenue, Suite 3150 in El Segundo, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a focus on understanding each individual's priorities and aspirations, the institution works one-on-one with clients to develop a customized approach that aligns with their values and objectives. Through the Investment Personality Assessment, Merrill Lynch aims to gain a deeper understanding of each client's investing preferences, enabling them to create a financial plan that reflects their unique goals and priorities. By staying informed about changes in clients' lives and financial markets, the institution helps clients adjust their approach to stay on track towards achieving their objectives.

TFA Capital Partners is a finance institution located at 201 Continental Boulevard, El Segundo, California, United States. Specializing in Capital Raising, Restructuring, Financial Advisory, Alternative Investment Analysis, and Diversification Strategy, TFA works with Tribes and commercial entities to provide creative solutions to their unique financial issues. With over 100 years of collective investment banking and finance experience, TFA has generated over $500 million in savings through interest rate and fee reductions. Since 2009, TFA has worked with over 40 tribes or tribal entities and is a partner or member of eight tribal organizations, including NIGA and NAFOA. Clients have praised TFA for their diligent support in obtaining project funding and refinancing loans, with one tribe expressing gratitude for their assistance in achieving improved covenant flexibility. Looking forward to working with TFA again for future financing needs, clients appreciate the institution's expertise and commitment to protecting their interests.

Primeview Capital/LPL Financial is a reputable financial institution located at 222 North Sepulveda Boulevard in El Segundo, California, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses manage their investments and achieve their financial goals. With a team of experienced professionals, Primeview Capital/LPL Financial offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you succeed in your financial endeavors.

Welcome to J.P. Morgan Private Bank - South Bay Located at 222 Pacific Coast Highway, El Segundo, California, J.P. Morgan Private Bank is dedicated to delivering an unparalleled private banking experience tailored to your unique financial goals. Recognized globally as the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth with the utmost care and expertise.