Independent financial consultant in Los Angeles, California

Merrill Lynch Financial Advisor Paul T Felten, located at 21215 Burbank Boulevard, Los Angeles, California, United States, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Paul Felten can help you navigate today's changing market conditions and create a flexible financial strategy. By participating in the community and volunteering with local organizations, Paul Felten demonstrates a commitment to understanding and serving the needs of his clients. Through the Merrill Personal Wealth Analysis™, you can work together to build a personalized plan focused on achieving your aspirations. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Paul Felten can guide you through the process with a focus on your unique goals. By getting to know you personally and understanding your financial situation, Paul Felten can offer tailored investment strategies and financial solutions to help you pursue your objectives. With a focus on building a dedicated relationship with you, Paul Felten aims to help you stay on track to achieve what matters most to you. Whether you have questions about investment decisions or need guidance on financial planning, Paul Felten is here to listen and provide the support you need to live your best financial life.

Weiss Financial Group is a leading finance institution located at 21021 Ventura Boulevard in Los Angeles, California, United States. With a strong reputation for providing expert financial services, including investment management, retirement planning, and wealth management, Weiss Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Weiss Financial Group is the trusted partner you need for success.

Merrill Lynch Financial Advisor Stephen M. Shaner, located at 21215 Burbank Boulevard, Los Angeles, California, United States, is a finance institution known for its exemplary client service and recognition in the financial industry. The institution's team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The team, led by Registered Senior Wealth Management Client Associate, focuses on listening, understanding, and educating clients to create tailored financial plans. With a preference for discretionary management of client assets, the institution aims to help clients achieve their life goals while managing and preserving their wealth. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team ensures that the financial approach is customized to reflect the client's goals and priorities. As Certified Financial Planners and Chartered Retirement Planning Counselors, the advisors at Merrill Lynch are equipped to provide comprehensive financial solutions to help clients reach their financial goals. With a commitment to putting clients first and providing personalized investment strategies, Merrill Lynch Financial Advisor Stephen M. Shaner is dedicated to helping clients live their best financial life.

Edward Jones - Financial Advisor: Ron Mann is a respected finance institution located on 17843 Chatsworth Street in Los Angeles, California. As a trusted financial advisor, Ron Mann provides personalized investment and wealth management services to clients in the Los Angeles area. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Ron Mann is dedicated to providing expert guidance and support in all aspects of financial planning. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Ron Mann and his team are here to help you navigate the complexities of the financial world with confidence and peace of mind.

Allegiance Financial Group is a leading finance institution located at 21300 Victory Boulevard in Los Angeles, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and wealth management. With a commitment to excellence and a focus on building long-lasting relationships with our clients, Allegiance Financial Group is the go-to choice for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

Raymond James Financial Services is a reputable finance institution located at 18919 Nordhoff Street in Los Angeles, California, United States. With a strong focus on providing comprehensive financial services, Raymond James is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs. Trust Raymond James Financial Services to guide you towards a secure financial future.

LPL Financial is a leading financial institution located at 9045 Corbin Avenue in Los Angeles, California, United States. Specializing in finance, LPL Financial offers a wide range of services including investment management, financial planning, and retirement planning. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future.

World Financial Group, Inc. is a leading finance institution located at 5900 Canoga Avenue in Los Angeles, California, United States. With a strong focus on helping individuals and families achieve their financial goals, World Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. With a team of experienced financial professionals, World Financial Group is dedicated to providing personalized financial solutions to meet the unique needs of each client. Whether you are planning for the future or looking to secure your financial well-being, World Financial Group is committed to helping you build a secure financial future.

Merrill Lynch Financial Advisor Ryan Cagle, located at 21215 Burbank Boulevard in Los Angeles, California, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. While Ryan does not provide tax advice in his current role, the team at Merrill Lynch Wealth Management focuses on understanding your family, goals, and priorities to create a personalized financial plan. They believe in helping clients pursue their financial goals while managing investment risk, with a focus on turning aspirations into reality. By utilizing research in behavioral finance and the Investment Personality Assessment, they aim to customize financial approaches to align with individual preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The team at Merrill Lynch Wealth Management is committed to helping clients achieve their goals through personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Jordan M Lawrence, located at 2049 Century Park East, Los Angeles, California, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on understanding your financial goals and priorities, the institution helps you design and implement a personalized plan to manage investment risk and pursue your aspirations. By utilizing research in behavioral finance and the Investment Personality Assessment, the institution tailors its financial approach to align with your preferences and objectives. Additionally, Merrill provides tools to help you track changes in your life and goals, ensuring your financial strategy remains aligned with your evolving needs. With access to the investing insights of Merrill and banking capabilities of Bank of America, the institution aims to provide informed guidance as you work towards achieving your financial goals.

Dane Abbott - UBS Financial Services Inc. is a well-established financial institution located at 1999 Avenue of the Stars in Los Angeles, California. Specializing in wealth management and investment services, our team of experienced professionals at UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, we offer a wide range of financial solutions tailored to meet the unique needs of each individual client. Visit us today to learn more about how we can help you secure your financial future.

49 Financial is a finance institution located in Los Angeles, California, at 840 Apollo Street in El Segundo. Partner with our team of knowledgeable advisors to create a personalized financial plan that aligns with your unique goals. We believe in the philosophy that 'TWO ARE BETTER THAN ONE', and our team of dedicated advisors work together to simplify the complexities of financial planning so you can focus on what truly matters to you. Our values-based approach ensures that we understand your individual needs and circumstances, allowing us to provide you with tailored solutions and strategies that you can trust. We believe that financial success goes beyond just numbers, which is why we take the time to get to know you and your goals before creating a plan that fits your specific needs.

Jim Bullard is a dedicated financial advisor at RBC Wealth Management, located at 9465 Wilshire Boulevard in Beverly Hills, California. With years of experience in the finance industry, Jim provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jim Bullard is committed to providing expert guidance and support every step of the way. Contact Jim Bullard at RBC Wealth Management today to start building a secure financial future.

Merrill Lynch Financial Advisor Brett Marek is a reputable finance institution located at 333 South Hope Street, Los Angeles, California, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Mr. Carpou, a Registered Senior Wealth Management Client Associate, brings over 41 years of experience in the Investment Business, with expertise in Public Finance and Fixed Income Markets. The team at Merrill Lynch Wealth Management focuses on helping clients pursue their goals, whether it be planning for retirement, managing wealth, or philanthropic endeavors. They provide personalized financial services tailored to individual goals and offer access to global investing resources. The institution believes in understanding clients on a personal level to provide customized financial solutions. With a commitment to helping clients navigate the financial landscape, Merrill Lynch Financial Advisor Brett Marek is dedicated to helping clients achieve their financial goals.

CME Tax and Financial Services is a reputable accounting and finance institution located at 159 South Vermont Avenue in Los Angeles, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses. With a commitment to excellence and customer satisfaction, we strive to help our clients achieve their financial goals and navigate the complexities of the tax system. Trust CME Tax and Financial Services for all your accounting and finance needs in the Los Angeles area.

SoCal CPA Tax and Consulting Services, Inc. is a reputable accounting and finance institution located at 13101 Washington Boulevard in Los Angeles, California, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial consulting, and accounting solutions. Whether you are an individual in need of personal tax assistance or a business looking for financial guidance, SoCal CPA Tax and Consulting Services, Inc. is dedicated to providing top-notch service and expertise to meet your needs.

HMB Financial Services is a reputable accounting and finance institution located in Los Angeles, California, United States. With a team of experienced professionals, HMB Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Clients can trust HMB Financial Services to provide personalized and reliable financial solutions to help them achieve their financial goals.

Griffin and Associates Consulting and Tax is a reputable financial consulting firm located at 5959 California 27 in Los Angeles, California. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and business consulting. Our goal is to provide our clients with personalized solutions to help them achieve their financial goals. Whether you are an individual looking to file your taxes or a business in need of financial guidance, Griffin and Associates Consulting and Tax is here to help. Contact us today to schedule a consultation.

True Partners Consulting- Los Angeles Tax Consulting is a leading institution in accounting and finance, located at 15260 Ventura Boulevard in Los Angeles, California, United States. We offer a range of services to help secure your organization, including practical approaches to vulnerability management and compliance solutions for prevailing wage and apprenticeship requirements. Our team of experts specializes in small capital projects, U.S. labor trends, fair pay, equity, and transparency. We go beyond the obvious to provide innovative solutions for managing cybersecurity and data governance risks. Our focus is on moving your strategy forward with services such as IRA, ESG, and cybersecurity.

Complete Controller Los Angeles, CA is a reputable bookkeeping service located at 10880 Wilshire Boulevard in Los Angeles, California. Our team of experienced professionals specializes in providing top-notch accounting and finance services for individuals and businesses in the area. Whether you need help with managing your finances, preparing tax returns, or organizing your records, our dedicated staff is here to assist you every step of the way. Trust Complete Controller Los Angeles, CA to handle all of your bookkeeping needs with precision and efficiency.

About BOH Services Welcome to BOH Services, your trusted partner in restaurant accounting and financial management, located at 1000 Business Center Circle, Thousand Oaks, California. Specializing exclusively in the hospitality industry, we provide comprehensive bookkeeping, payroll, human resources, and consulting services tailored to the unique needs of independent restaurants. Our mission is to deliver two invaluable resources to restaurant owners: Time and Information.

Welcome to UNI Worldwide Financial Marketing, your trusted partner in comprehensive financial services. Located at 20725 South Western Avenue, Torrance, California, we are dedicated to providing expert financial solutions tailored to your needs. With licenses in California, Texas, Arizona, and Nevada, we offer a wide range of services, including life insurance, health insurance, long-term care insurance, and retirement plans. Our team is committed to assisting you with all your financial inquiries, and we take pride in offering consultations in Japanese to ensure clear and effective communication. Best of all, our consultations are completely free, and we provide complimentary support for all plan updates, changes, and new registrations, ensuring a seamless experience for you.

Menlo Park is a prestigious institution located at 831 West 70th Street in Los Angeles, California. Known for its commitment to academic excellence and innovative teaching methods, Menlo Park offers a wide range of programs and resources to help students achieve their full potential. With a focus on personalized learning and individualized attention, the institution strives to create a supportive and nurturing environment for all students. Whether you are looking to further your education or enhance your career prospects, Menlo Park is the perfect place to pursue your goals.

Cleon Street Partners LLC is a well-established financial institution located at 8834 Topanga Canyon Boulevard in Los Angeles, California. Specializing in investment management and financial advisory services, Cleon Street Partners LLC is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals and a commitment to excellence, Cleon Street Partners LLC is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you reach your financial objectives.

Dalyz Multiservices - Income Tax is a reputable accounting and finance institution located at 2437 North Broadway in Los Angeles, California, United States. With a focus on providing top-notch income tax services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with filing your taxes, maximizing deductions, or resolving tax issues, Dalyz Multiservices is here to provide expert guidance and support. Trust us to handle all your income tax needs with professionalism and efficiency.

Expertise.com is a leading institution located at 16501 Ventura Boulevard in Los Angeles, California, United States. Our mission is to connect people with the best local experts in various fields, providing valuable resources and information to help individuals make informed decisions. We offer a wide range of services and expertise in areas such as healthcare, legal services, home services, and more. Our team of professionals is dedicated to providing top-notch recommendations and guidance to help our clients find the right solutions for their needs. Trust Expertise.com to help you find the experts you need.

The Legacy Lawyers, P.C. is a prestigious law firm located at 18872 Macarthur Boulevard, Irvine, California, United States. Our convenient location is directly across from the John Wayne Airport on MacArthur Boulevard, making it easily accessible from the 405 freeway or the 73. In addition to our Irvine office, we also have a location in Torrance for clients who prefer a different setting. Virtual consultations are available for those who are unable to visit our offices in person. Our team of experienced attorneys is dedicated to providing top-notch legal services in Irvine, Los Angeles, Torrance, and all other areas. Contact us today for expert legal representation.

Frank Leon - State Farm Insurance Agent is a reputable insurance agency located at 1851 North Gaffey Street in Los Angeles, California. With a background in Economics from the University of California at Berkeley, Frank Leon is a trusted State Farm Agent since 2006. Fluent in Spanish and a lifelong resident of Wilmington, Frank is also actively involved in the community as a coach for AYSO & Little League, a member of the Wilmington Chamber of Commerce, and a Legion of Honor and Travel Qualifier. As a loving husband and proud father of five children, Frank understands the importance of protecting what matters most to his clients. Frank and his bilingual team are dedicated to providing remarkable customer service and building relationships with their customers. They offer a range of insurance products, including life insurance and annuities, to help individuals and families plan for the future. Additionally, they can assist with pet insurance options through American Pet Insurance Company and ZPIC Insurance Company.

Farmers Insurance - Blanca Flores is an insurance agency located at 3867 Whittier Boulevard in Los Angeles, California. 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. The agency is dedicated to providing personalized insurance solutions to meet the needs of their clients. They also offer life insurance through Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for their own products. Visit their website for a full list of insurers and available products. Please consult with an agent for more information on specific coverages and restrictions.

Farmers Insurance - David Cho is an insurance agency located at 3053 West Olympic Boulevard, Los Angeles, California, United States. As a local Farmers® agent in Los Angeles, CA, David Cho helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, life, and more. David Cho can help customers understand their coverage options and provide personalized recommendations. Customers can get started with an online quote and learn about insurance discounts to save money. Whether you need coverage for your car, home, rental property, business, or condo, David Cho can help customize an insurance package to reduce risk and protect your investments. Additionally, as a Farmers Insurance and Financial Services agent, David Cho can help customers build a solid financial plan for a secure future. For added coverage, customers can also inquire about a Personal Umbrella insurance policy. Contact Farmers Insurance - David Cho today for a consultation and let's talk about reaching your insurance and financial goals.