TOP 30 Best High net worth financial services in Los Angeles, California

Luxury Tax Service is a prestigious accounting and finance institution located at 5444 Crenshaw Boulevard in Los Angeles, California, United States. With a focus on serving high-end clients, we provide expert tax services tailored to meet the unique needs of individuals and businesses in the luxury market. Our team of experienced professionals is dedicated to providing personalized attention and strategic financial solutions to help clients maximize their wealth and minimize their tax liabilities. Trust Luxury Tax Service to handle all of your accounting and finance needs with precision and sophistication.

Morgan Stanley Financial Advisors is a leading finance institution located at 15260 Ventura Boulevard in Los Angeles, California, United States. Our team of experienced financial advisors provides comprehensive wealth management services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your assets, our advisors are here to provide personalized guidance and expertise. Trust Morgan Stanley Financial Advisors to help you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Financial Advisor Kevin P. Hanley, located at 333 South Hope Street in Los Angeles, California, offers personalized wealth management services to high net-worth investors. With over 35 years of experience, Kevin holds prestigious designations such as the Certified Investment Management Analyst and Chartered Market Technician. Along with his team of seasoned professionals, including Senior Vice President Jerry Au and Wealth Management Specialist Claudia Iribe, Kevin provides tailored investment advice and financial services to help clients achieve their financial goals. The team integrates lending, credit services, retirement planning, insurance, and asset management to create a comprehensive wealth management strategy for each client. Through a highly personalized investment platform, Kevin and his team implement appropriate strategies and conduct periodic reviews to ensure clients' needs are met. Kevin is actively involved in the community, volunteering with organizations such as The Painted Turtle and supporting local arts and cultural institutions. By focusing on understanding each client's goals and priorities, Kevin aims to help clients pursue their financial aspirations and manage investment risk effectively.

Transamerica Financial Advisors, Inc is a finance institution located at 21800 West Oxnard Street in Los Angeles, California, United States. The institution offers a wide range of financial services and advice to help clients achieve their financial goals. With a team of experienced financial advisors, Transamerica Financial Advisors, Inc strives to provide personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Transamerica Financial Advisors, Inc is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Zahra Marchand is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, United States. Zahra Marchand holds various certifications, 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 demonstrate Zahra Marchand's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a Financial Advisor, Zahra Marchand is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Zahra Marchand can help guide you towards financial success. Contact Zahra Marchand at Ameriprise Financial Services, LLC for professional and knowledgeable financial advice tailored to your specific needs.

Regal Advisory Services, Inc. is a finance institution located at 5959 California 27 in Los Angeles, California, United States. We specialize in providing expert financial advice and services to individuals and businesses looking to maximize their financial success. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized and strategic planning. Whether you are looking to invest, save for the future, or plan for retirement, Regal Advisory Services, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial dreams.

Churchill Management Group in Los Angeles is a leading finance institution located at 5900 Wilshire Boulevard in the heart of California. With a focus on providing top-notch financial services, the institution offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Churchill Management Group has a team of experienced professionals ready to assist you. Trustworthy and reliable, this institution is dedicated to helping clients navigate the complex world of finance with confidence and peace of mind.

Private Family Wealth Partners - UBS Financial Services Inc. is a prestigious finance institution located at 2000 Avenue of the Stars in Los Angeles, California, United States. Specializing in managing the wealth of high-net-worth families, the institution offers personalized financial services and investment strategies tailored to meet the unique needs and goals of each client. With a team of experienced financial advisors and access to the resources of UBS, Private Family Wealth Partners provides comprehensive wealth management solutions to help families preserve and grow their assets for future generations.

Cadence Wealth Advisors - UBS Financial Services Inc. is a reputable finance institution located at 1999 Avenue of the Stars in Los Angeles, California, United States. As part of UBS Financial Services Inc., Cadence Wealth Advisors provides comprehensive wealth management services to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors, they offer personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Cadence Wealth Advisors is committed to delivering exceptional service and expertise in the ever-changing financial landscape.

The Wacker, Prophit, Demko, Goodenough Group - UBS Financial Services Inc. is a leading financial institution located in the heart of Los Angeles, California. With a prestigious address at 2000 Avenue of the Stars, this group offers a wide range of financial services to meet the needs of their clients. From investment planning to wealth management, their team of experts is dedicated to providing top-notch financial advice and guidance. Trust in the Wacker, Prophit, Demko, Goodenough Group - UBS Financial Services Inc. for all of your financial needs.

Daniel Levin - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 1901 Avenue of the Stars in Los Angeles, California. As a trusted advisor, Daniel Levin provides personalized financial services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and financial planning, Daniel Levin and his team offer expert advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial legacy, Daniel Levin - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Impact Financial Group - UBS Financial Services Inc. is a leading finance institution located at 2000 Avenue of the Stars in Los Angeles, California, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, wealth management, or retirement planning, our institution is committed to delivering personalized solutions to meet your unique needs. Trust Impact Financial Group - UBS Financial Services Inc. to guide you towards financial success.

APIIS Financial, Inc is a leading finance institution located at 3435 Wilshire Boulevard in Los Angeles, California. With a strong focus on providing personalized financial solutions, APIIS Financial, Inc offers a wide range of services including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how APIIS Financial, Inc can help you reach your financial objectives.

Merrill Lynch Financial Advisor Jennifer L Gershon, located at 333 South Hope Street in Los Angeles, California, is a finance institution dedicated to helping clients manage their wealth effectively. With a deep understanding of each client's financial picture, Jennifer Gershon creates personalized strategies that adapt to changing market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, clients can pursue their goals through tailored wealth management strategies. Committed to participating in the community, Jennifer Gershon volunteers with local organizations and prioritizes building relationships with clients based on their family, goals, and priorities. Through the Merrill Personal Wealth Analysis™ tool, clients can establish a plan centered on their objectives and aspirations.

Merrill Lynch Financial Advisor Keith T Tanabe is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Our group caters to a national clientele with sophisticated wealth management needs and investment requirements. With decades of experience, we focus on clear personalized strategies that prioritize the best interest of our clients above all else. Our team, Tanabe, McMahon, Tanimoto, Farmer & Holcher Group, is supported by talented specialists who are committed to guiding investment programs and strategic decision making for institutions and high net worth individuals and families. We work closely with clients to craft customized strategies to help them pursue their financial goals. As a Bank of America Global Institutional Consultant and Retirement Benefits Consultant, our team is among a select group of highly qualified professionals who provide in-depth knowledge and customized service to navigate today's financial landscape. Recognized by Barron's, Financial Times, and Forbes for our excellence in wealth management, we are dedicated to building strong client relationships based on trust and personalized service. Please note that Keith does not provide tax advice in his current role with Merrill.

Merrill Lynch Financial Advisor Miguel D. Sanchez is a Senior Vice President, Senior Financial Advisor, and founder of ST Wealth Management Group at Merrill in Los Angeles, California. With over 25 years of experience, Miguel provides customized financial advice and guidance to high-net-worth individuals, families, and businesses. He specializes in pre- and post-retirement strategies, investment management, lending, risk analysis, and wealth transfer. Miguel believes in transparency and loyalty, treating clients with the same integrity he would want for his own family. He is dedicated to educating clients and helping them make informed decisions about their finances. Miguel leads a team that includes Ricardo Trejo and Saul Rodriguez, focusing on diligence, responsiveness, and trust. As a Los Angeles native, Miguel is deeply rooted in his community and is committed to volunteering with local organizations. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on your goals and priorities, Miguel will work with you to create a personalized financial plan that evolves with your changing needs. Let Miguel and his team at Merrill Lynch Wealth Management help you achieve your financial goals and secure your financial future.

Merrill Lynch Financial Advisor Raymond Conboy is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Raymond is an experienced financial advisor who works with wealthy families, business owners, businesses, and non-profits to help them recognize, understand, and realize their priorities and goals. He aims to preserve and grow clients' assets using the financial capabilities of Merrill and the banking convenience of Bank of America. Raymond, originally from Ireland, has been in the US since his early 20's and has two children. He is passionate about triathlons, hiking, and open water swimming. With a background in Prudential Securities and Banc of America Investments, Raymond follows the Merrill tradition of community involvement by volunteering with local organizations. His personalized approach focuses on building a plan centered on clients' goals and evolving priorities over time. By understanding clients' investment preferences and goals through the Investment Personality Assessment, Raymond tailors financial strategies to help them pursue what matters most. With access to Merrill's investment insights and Bank of America's banking solutions, Raymond collaborates with clients to develop a personalized approach to address their financial needs. His mission is to understand clients' aspirations and design a plan to help them achieve their financial goals while managing investment risk. By regularly reviewing and adjusting the financial approach, Raymond helps clients stay on track to reach their objectives. As a Merrill Lynch Wealth Management Advisor, Raymond provides customized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals. Clients can expect a dedicated one-on-one relationship with Raymond to navigate the complexities of their financial life and achieve their goals.

Merrill Lynch Financial Advisor Annterese Toth is a finance institution located at 333 South Hope Street in Los Angeles, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Mr. Carpou, with over 41 years of experience in the Investment Business, leads our team with expertise in Public Finance and Fixed Income Markets. Our team of talented individuals is committed to helping you pursue your financial goals, whether it be planning for retirement, managing wealth, or philanthropic endeavors. We understand the complexities of investing and managing wealth, and we collaborate to recommend financial services tailored to your specific needs. With offices on both the east and west coasts, we provide a unique perspective to assist you in your financial journey. As your life and goals change, we are here to provide a customized and consistent experience that goes beyond wealth management. Let's work together to help you achieve your financial goals.

San Pham - Financial Advisor, Ameriprise Financial Services, LLC, located at 6355 California 27, Los Angeles, California, United States, is a finance institution that offers a wide range of financial services. The advisors at San Pham hold various certifications such as 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 ensure that the advisors at San Pham are well-equipped to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, investment strategies, estate planning, retirement planning, insurance products, or any other financial needs, the advisors at San Pham have the knowledge and expertise to help you achieve your financial goals.

Global Financial Advisory Services is a premier finance institution located at 15260 Ventura Boulevard in Los Angeles, California. Our institution offers a wide range of services including Bill Pay, Wealth 360, Tax Portal, and ShareFile to cater to the needs of our clients. As a multi-family office, we specialize in providing integrated tax, accounting, business, and wealth management services to entertainment industry professionals, entrepreneurs, professional athletes, and their families. Our holistic approach to wealth and legacy planning ensures that all aspects of your financial life are taken into account, providing guidance, clarity of thought, and expertise to help you secure a more stable financial future.

Summit Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 1999 Avenue of the Stars in Los Angeles, California, United States. With a team of experienced financial advisors, they specialize in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Summit Wealth Management - UBS Financial Services Inc. offers a wide range of services to meet your needs. Their commitment to excellence and dedication to client satisfaction make them a trusted partner in financial planning.

t Financial Advisor, Jerry Au is located at 333 South Hope Street in Los Angeles, California. Jerry is a Senior Vice President, Wealth Management Advisor with The Kevin Hanley Group, and a practicing CERTIFIED FINANCIAL PLANNER™, CFP ® certificant. With a focus on 401(k) plans, Estate and Retirement Planning Services, Financial and Cash Management strategies for businesses and high net worth individuals, Jerry brings a wealth of knowledge and expertise to his clients. Jerry joined Merrill Lynch Wealth Management in 2002 after graduating from the University of California, Los Angeles with a degree in Mathematics Economics. He has completed an Executive Program at Northwestern University's Kellogg School of Business and holds designations such as Chartered Retirement Planning Counselor and CFP® certification.

Ceres Financial Management is a reputable finance institution located at 5301 Beethoven Street in Los Angeles, California, United States. With a focus on providing top-notch financial services, Ceres Financial Management assists individuals and businesses in managing their finances efficiently. The institution offers a wide range of financial solutions, including investment management, retirement planning, and wealth management. With a team of experienced professionals, Ceres Financial Management is committed to helping clients achieve their financial goals and secure their financial future.

ABA Financial Services is a leading finance institution located at 1885 West Jefferson Boulevard in Los Angeles, California. With a strong reputation for providing top-notch financial services, ABA Financial Services offers a wide range of solutions to meet the needs of individuals and businesses alike. From wealth management to investment advice, ABA Financial Services is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, ABA Financial Services is a trusted partner for all your financial needs.

Jac B Stulberg - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading finance institution located in Los Angeles, California. Specializing in providing personalized wealth management services, they help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and expertise, Jac B Stulberg and his team offer comprehensive financial planning, investment management, retirement planning, and estate planning services. Their office at 2029 Century Park East is a hub of financial knowledge and expertise, dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Patrick Cody, located at 2049 Century Park East in Los Angeles, California, has been assisting families for over 50 years in achieving their financial goals through personalized strategies and proactive service. Specializing in wealth planning for successful individuals, families, and charitable foundations, The Cody Group manages $1.86 billion in client assets with a focus on tax-efficient investing, wealth transfer planning, and concentrated equity strategies. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Recognized by Barron's, Financial Times, and Forbes for their expertise, Merrill Lynch Financial Advisor Patrick Cody provides personalized financial planning tailored to each client's unique needs and goals. With a commitment to understanding clients on a personal level, the team offers a comprehensive approach to help clients navigate the ever-changing financial landscape and achieve their financial objectives.

The Garcia Wealth Management Group - UBS Financial Services Inc. is a prestigious finance institution located at 515 Flower Street in Los Angeles, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Garcia Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help secure your financial future.

ether we will put your interests first to help you pursue your goals. With access to the investment insights of Merrill Lynch and banking solutions from Bank of America, we can work together to develop a personalized financial approach designed to address your unique needs. Located at 333 South Hope Street in Los Angeles, California, Merrill Lynch Financial Advisor Robert M Pastrana offers insights, observations, and ideas to help clients pursue their financial goals. With over 18 years of experience in investment, credit, and banking, Robert is dedicated to providing wealth management services to high net worth individuals and their families.

Melissa Oliver is a Financial Advisor at Ameriprise Financial Services, LLC located at 5855 California 27, Los Angeles, California, United States. She holds various certifications 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®, CFP®, 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®. Melissa Oliver specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously improving her knowledge and expertise in the field of finance. Contact Melissa Oliver for expert advice on asset management, investment strategies, estate planning, retirement planning, and more."

Jeffrey Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 6355 California 27, Los Angeles, California, United States, is a prestigious finance institution offering a wide range of financial services. The team at Jeffrey Taylor holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. They are dedicated to providing personalized financial advice and solutions to meet the unique needs of their clients. Whether you are a retiree, small business owner, or high net worth individual, Jeffrey Taylor can help you achieve your financial goals. With a focus on ethical practices and continuous education, Jeffrey Taylor is committed to helping clients make informed financial decisions. Contact them today for expert financial guidance and support.