The 30 Best Individual investment accounts in California

The Merrill Investment & Retirement Financial Center located at 20 Ranch Drive in Milpitas, California, offers personalized advice and guidance to help individuals turn their ambitions into action. With a team of Merrill Financial Solutions Advisors, clients can pursue their financial goals and plan for what matters most to them. Whether you are looking for investment advice, retirement planning, or other financial services, the professionals at Merrill are here to help. Please note that Merrill is a finance institution and offers a broad range of services including brokerage, investment advisory, and financial planning. Additionally, banking products are provided by Bank of America, N.A. and affiliated banks. For more information about the services offered at Merrill, please review the Client Relationship Summary available on their website.

Merrill Investment & Retirement Financial Center, located at 450 Montgomery Street, San Ramon, California, United States, is a finance institution where you can find a Merrill® Financial Solutions Advisor™. Whether you are searching for a specific advisor or are interested in the services offered by Merrill Lynch, our parent company, we are here to assist you. Please note that by visiting our website, you will be redirected to FINRA's BrokerCheck, as we prioritize transparency and compliance with industry regulations. At Merrill Investment & Retirement Financial Center, we aim to provide you with information about products and services that may be of interest to you. Our team is dedicated to helping you navigate the complexities of investing in securities, while also acknowledging the risks involved. We offer a range of services, including investment advisory, financial planning, and brokerage services, to cater to your specific needs.

Located at 2225 Quimby Road in San Jose, California, the Merrill Investment & Retirement Financial Center offers a wide range of finance services to help individuals pursue their financial goals and plan for their future. With the support of a Merrill Financial Solutions Advisor, clients can receive personalized advice and guidance to turn their ambitions into action. Whether you are looking to invest in securities or explore banking products, the center provides the tools and expertise to help you make informed decisions. As a subsidiary of Bank of America, N.A., Merrill Lynch Life Agency Inc. offers insurance services to further support your financial needs. By working with a Merrill Advisor, clients can access a comprehensive range of brokerage, investment advisory, and financial planning services to help achieve their financial objectives.

Merrill Investment & Retirement Financial Center is a leading finance institution located at 1748 Railroad Avenue in Livermore, California, United States. Our dedicated team of financial experts provides personalized investment and retirement planning services to help our clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Merrill Investment & Retirement Financial Center is the trusted choice for individuals seeking expert financial guidance. Contact us today to learn how we can help secure your financial future.

Merrill Investment & Retirement Financial Center is a premier finance institution located at 971 Blossom Hill Road in San Jose, California, United States. Our center offers expert financial planning and investment services to help individuals and families achieve their retirement goals. With a team of experienced financial advisors, we provide personalized strategies to help clients build and protect their wealth for the future. Visit us today to start planning for a secure financial future.

Merrill Investment & Retirement Financial Center, located at 5001 Laguna Boulevard in Elk Grove, California, is a finance institution offering personalized advice and guidance to help individuals pursue their financial goals. With a team of Merrill Financial Solutions Advisors, clients can receive assistance in planning for their future and managing their investments. The institution is dedicated to providing information about products and services that may be of interest, while also emphasizing the importance of understanding the risks involved in investing in securities. Additionally, Merrill offers a range of brokerage, investment advisory, and other services to meet the diverse needs of their clients. Banking products are provided by Bank of America, N.A. and affiliated banks, while insurance services are offered through Merrill Lynch Life Agency Inc. Visit Merrill Investment & Retirement Financial Center to find a Merrill Advisor who can help you take action towards achieving your financial aspirations.

Merrill Investment & Retirement Financial Center is a premier finance institution located at 700 West Kettleman Lane in Lodi, California, United States. Our experienced team of professionals is dedicated to helping clients achieve their financial goals through personalized investment and retirement planning services. Whether you are looking to grow your wealth, save for retirement, or plan for the future, our experts are here to provide guidance and support every step of the way. Visit us today to learn more about how Merrill Investment & Retirement Financial Center can help you secure your financial future.

Mainely Investments is a reputable finance institution located at 770 County Square Drive in Ventura, California. With a focus on providing top-notch financial services and investment opportunities, Mainely Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mainely Investments has the expertise and resources to assist you every step of the way. Trust Mainely Investments to guide you towards a more secure and prosperous financial future.

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.

Fidelity Investments is a renowned finance institution located at 1200 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and guidance to help clients achieve their financial goals. Whether you're looking to save for retirement, grow your wealth, or plan for the future, Fidelity Investments has the expertise and resources to help you succeed. Trust in Fidelity Investments for all your financial needs.

Cambridge Investment Research is a leading finance and insurance agency located at 3780 Kilroy Airport Way in Long Beach, California, United States. Our team of experts is dedicated to providing personalized investment solutions and insurance options tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on building long-term relationships, Cambridge Investment Research is a trusted partner for individuals and businesses seeking financial security and stability. Contact us today to learn more about how we can help you achieve your financial goals.

Lederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.

Regal Wealth Group is a fee-only investment advisor located at 12501 Seal Beach Boulevard in Seal Beach, California. Our team of experienced financial professionals specializes in helping clients achieve their financial goals through personalized investment strategies. As a fee-only advisor, we are committed to providing unbiased advice and transparent fees, ensuring that our clients' best interests are always our top priority. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, Regal Wealth Group is here to help you navigate the complexities of the financial markets and make informed decisions for your future.

Fidelity Investments is a renowned financial institution located at 12201 Seal Beach Boulevard in Seal Beach, California, United States. With a strong presence in the finance industry, Fidelity Investments offers a wide range of investment services and products to help individuals and organizations achieve their financial goals. From retirement planning to wealth management, Fidelity Investments is dedicated to providing top-notch financial solutions and expert guidance to its clients.

Robert J. Richter, CPA & Registered Investment Advisor is a reputable institution located at 1100 Quail Street in Newport Beach, California, United States. Specializing in accounting and finance services, they offer expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, including certified public accountants and registered investment advisors, clients can trust in their expertise and dedication to providing top-notch financial services. Whether you need assistance with tax planning, investment management, or financial planning, Robert J. Richter, CPA & Registered Investment Advisor is committed to helping you navigate the complexities of the financial world with confidence.

Finserve is a reputable institution located in Irvine, California, specializing in accounting and finance services. Our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience and a proven track record of success, Finserve is your go-to destination for all your accounting and finance needs. Whether you need assistance with tax preparation, financial planning, or investment management, our knowledgeable staff is here to help. Visit us at 47 Peters Canyon Road to experience the Finserve difference today.

Financial Advisors at U.S. Bancorp Investments in Escondido, California, provide expert financial advice and personalized investment strategies to help clients reach their financial goals. With a focus on building long-term relationships and delivering superior customer service, our team of experienced professionals is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide guidance and support every step of the way. Visit us at 125 North Broadway to learn more about how we can help you secure your financial future.

Bradford Investment Services, located at 1450 Harbor Boulevard in West Sacramento, California, is a finance institution dedicated to discovering your complete financial picture. They construct personalized income statements and balance sheets, taking into account real estate, restricted stock, partnerships, trusts, and loans. Unlike other advisors who use generic models, Bradford Investment Services customizes portfolios of individual stocks, bonds, and options tailored to your specific needs and goals. They collaborate with clients to ensure their financial goals are always in alignment, adapting to life's changes and challenges. The institution also prioritizes educating clients on changing economic trends, market conditions, and tax laws for continued growth. Additionally, they take a measured approach to transferring wealth, emphasizing the importance of sharing wealth with family and charitable organizations. Chris Bradford and Stina Bradford are registered representatives with LPL Financial, offering securities and advisory services. Clients can check the background of investment professionals associated with the institution on FINRA BrokerCheck. Please note that offers may only be made to residents of states where the representatives are properly registered or licensed.

The Merrill Investment & Retirement Financial Center, located at 4300 Arden Way in Sacramento, California, offers personalized advice and guidance to help you achieve your financial goals. Our team of Merrill Financial Solutions Advisors is dedicated to helping you plan for what matters most to you. Whether you are looking to invest, save for retirement, or create a financial plan, our advisors are here to help. As part of the Bank of America family, we strive to provide you with the information and resources you need to make informed financial decisions. Contact us today to schedule a meeting with a Merrill Advisor and start turning your ambitions into action. Please note that investing in securities involves risks, and it is important to carefully consider your options before making any investment decisions.

The Merrill Investment & Retirement Financial Center, located at 4012 Foothills Boulevard in Roseville, California, offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are looking to plan for retirement, invest in securities, or explore banking products, our team of Merrill® Financial Solutions Advisors™ is here to help. With a focus on building relationships and providing tailored solutions, we strive to help clients turn their ambitions into action. As a subsidiary of Bank of America®, we offer a wide range of services including brokerage, investment advisory, and insurance options. Visit us today to learn more about how we can help you plan for what matters most.

Merrill Investment & Retirement Financial Center, located at 11201 Gold Express Drive in Gold River, California, provides personalized advice and guidance to help individuals achieve their financial goals. With a team of Merrill Financial Solutions Advisors, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest, save for retirement, or manage your wealth, Merrill has the tools and expertise to assist you. Please note that investing in securities carries risks, and it is important to carefully consider your options. Additionally, Merrill offers a range of brokerage, investment advisory, and banking services through its parent company, Bank of America. For more information about the services offered at Merrill Investment & Retirement Financial Center, please refer to the Client Relationship Summary provided on their website.

Investment Centers of America is a financial institution located at 875 O'Farrell Street in San Francisco, California. As an ATM and finance center, we provide a wide range of services to help individuals and businesses manage their investments and financial goals. Our team of experienced professionals is dedicated to providing personalized financial advice and solutions to help our clients achieve financial success. Whether you are looking to invest in stocks, bonds, or other financial products, Investment Centers of America is here to help you make informed decisions and achieve your financial goals. Visit us today to learn more about our services and how we can help you secure your financial future.

Merrill Investment & Retirement Financial Center is located at 921 East Arques Avenue in Sunnyvale, California. As a finance institution, we offer personalized advice and guidance to help you achieve your financial goals. Our team of Merrill Financial Solutions Advisors can assist you in planning for your future and making informed investment decisions. Whether you are looking to save for retirement, invest in securities, or explore banking products, we have the expertise to help you navigate the complex world of finance. Visit us to meet with an advisor and start turning your ambitions into action. Please note that this material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information about our services and offerings can be found in our Client Relationship Summary.

TTP Investments is a reputable accounting and finance institution located at 1978 The Alameda in San Jose, California, United States. With a team of experienced professionals, TTP Investments provides a wide range of financial services including investment management, tax planning, and financial consulting. Clients can trust TTP Investments to provide expert advice and personalized solutions to help them achieve their financial goals.

Bowers Investment Management, Inc. is a renowned finance institution located at 199 West Hillcrest Drive in Thousand Oaks, California, United States. With a reputation for excellence in financial management, Bowers Investment Management, Inc. offers a wide range of services to help clients achieve their investment goals. Their team of experienced professionals provides personalized guidance and expertise to ensure clients make informed decisions and maximize their financial potential. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Bowers Investment Management, Inc. is dedicated to helping you succeed.

U.S. Bancorp Investments - Financial Advisors, headed by Mark Velador, is a finance institution located at 1445 East Los Angeles Avenue in Simi Valley, California. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, Mark Velador and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Simi Valley to learn more about how they can help you secure your financial future.

U.S. Bancorp Investments - Financial Advisors, led by Rachel McDonald, is a trusted finance institution located at 5750 Lindero Canyon Road in Westlake Village, California, United States. With a team of experienced and knowledgeable financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rachel McDonald and her team are dedicated to providing exceptional guidance and support every step of the way. Trust U.S. Bancorp Investments for all your financial needs.

Pacific Investment Advisors LLC is a leading financial institution specializing in IRA and pension money management. Located on Stearns Street in Simi Valley, California, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement or looking to optimize your investment portfolio, we provide personalized solutions tailored to your individual needs. Trust Pacific Investment Advisors LLC to guide you towards financial success and peace of mind.

Fidelity Investments is a renowned finance institution located at 21701 Hawthorne Boulevard in Torrance, California, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. Whether you're looking to grow your wealth, plan for retirement, or invest in the stock market, Fidelity Investments has the expertise and resources to guide you every step of the way. Trust in Fidelity Investments for all your financial needs.

Fidelity Investments is a renowned finance institution located at 7676 Hazard Center Drive in San Diego, California, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. From retirement planning to wealth management, Fidelity Investments is dedicated to helping clients navigate the complex world of finance with confidence and expertise. Trust Fidelity Investments to be your partner in building a secure and prosperous financial future.