The 30 Best Individual investment advice in Hermosa Beach, California
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Hermosa Wealth Management
Hermosa Wealth Management is a premier financial institution located in the beautiful coastal city of Hermosa Beach, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hermosa Wealth Management is here to provide personalized and comprehensive financial solutions. Visit us at 2447 California 1 to learn more about how we can help you manage your wealth effectively.
American Express Travel
American Express Travel is a one-stop destination for all your travel and financial needs. Located at 1419 Monterey Boulevard in Hermosa Beach, California, this institution offers a wide range of services including ATM access, financial assistance, and expert travel planning through their travel agency. Whether you need to withdraw cash, manage your finances, or book a dream vacation, American Express Travel has you covered. Their experienced staff is dedicated to providing top-notch service and ensuring that your travel experience is seamless and stress-free. Visit American Express Travel today and let them help you plan your next adventure.
James Chen - State Farm Insurance Agent
James Chen - State Farm Insurance Agent is an insurance agency located at 2259 Torrance Boulevard in Torrance, California. Our office is conveniently situated on the corner of Torrance Boulevard and Cota Avenue, near Torrance Boulevard and Crenshaw. We proudly serve the communities of Torrance, Redondo Beach, Gardena, Palos Verdes, Hermosa Beach, Manhattan Beach, Los Angeles, and the Greater California area. At James Chen - State Farm Insurance Agent, we strive to provide personalized insurance solutions to meet our clients' needs. Our team is fluent in Chinese, Spanish, and English, ensuring that language is not a barrier when discussing your insurance options.
EZEP Financial & Insurance Services
EZEP Financial & Insurance Services is a reliable insurance agency located at 22930 Crenshaw Boulevard in Torrance, California. Led by the knowledgeable and trustworthy Enrique Zepeda, this agency is known for providing detailed information and offering the best options available to suit individual needs. Whether you are looking for insurance coverage or financial services, EZEP Financial & Insurance Services is dedicated to helping you make informed decisions. Visit their additional location at 1601 Pacific Coast Hwy Suite 290 in Hermosa Beach for convenient service.
Ann Villar - Financial Advisor, Ameriprise Financial Services, LLC
Ann Villar is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 727 2nd Street in Hermosa Beach, California. With years of experience in the finance industry, Ann is committed to helping her clients achieve their financial goals and secure their future. Whether you are looking to plan for retirement, invest wisely, or save for your children's education, Ann Villar is here to provide personalized financial advice tailored to your individual needs. Contact her today to schedule a consultation and take the first step towards financial security.
Jean Ruimy - Financial Advisor, Ameriprise Financial Services, LLC
Jean Ruimy is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 200 Pier Avenue in Hermosa Beach, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Jean provides personalized investment strategies and comprehensive financial planning services. Whether you are planning for retirement, saving for college, or building wealth for the future, Jean Ruimy is dedicated to helping you make informed decisions and secure your financial future. Contact Jean Ruimy at Ameriprise Financial Services, LLC for expert guidance and support in managing your finances.
Angela Dax - Private Wealth Advisor, Ameriprise Financial Services, LLC
Angela Dax - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 200 Pier Avenue in Hermosa Beach, California. As a skilled advisor, Angela Dax offers personalized wealth management services to help clients achieve their financial goals and secure their futures. With a focus on building strong relationships and providing expert guidance, Angela Dax is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Trust Angela Dax and Ameriprise Financial Services, LLC to help you plan for a secure and prosperous future.
Edward Jones - Financial Advisor: Nicholas M Pennino, CFP®|ChFC®|CLU®|AAMS™
Edward Jones - Financial Advisor: Nicholas M Pennino, CFP®|ChFC®|CLU®|AAMS™ is a reputable financial institution located at 2615 Pacific Coast Highway in Hermosa Beach, California, United States. With a team of experienced professionals, including certified financial planners, chartered financial consultants, chartered life underwriters, and accredited asset management specialists, Edward Jones offers comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Nicholas M Pennino and his team are dedicated to providing personalized guidance and tailored solutions to meet your individual needs. Trust Edward Jones to help you secure your financial future with expert advice and reliable service.
Louie M Bitanga - Private Wealth Advisor, Ameriprise Financial Services, LLC
Louie M Bitanga - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Hermosa Beach, California. With a focus on providing personalized wealth management services, Louie M Bitanga helps clients achieve their financial goals through expert advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Louie M Bitanga and his team are dedicated to providing top-notch financial solutions tailored to your individual needs. Visit us at 727 2nd Street to start securing your financial future today.
Citi
Welcome to Citi, your trusted financial partner located at 81 Pier Avenue, Hermosa Beach, California. As a leading bank and financial services provider, we are committed to serving the Hermosa Beach community with a comprehensive range of financial solutions tailored to meet your individual and business needs. At Citi, we offer a wide array of services including personal and business banking, loans, credit cards, investment opportunities, and wealth management. Our team of experienced professionals is dedicated to providing exceptional customer service and expert financial advice to help you achieve your financial goals. Whether you're looking to open a new account, apply for a mortgage, or plan for your future, Citi is here to support you every step of the way. Visit us today to experience the Citi difference and let us help you navigate your financial journey with confidence.
U.S. Bank – Wealth Management Banker: Silvia Vanegas
Welcome to U.S. Bank – Wealth Management Banker: Silvia Vanegas, your trusted partner in financial growth and security, located conveniently at 1401 Pacific Coast Highway, Hermosa Beach, California. Specializing in personalized financial solutions, Silvia Vanegas is dedicated to helping you achieve your financial goals through expert wealth management services. Whether you're looking to invest in your future, plan for retirement, or manage existing assets, Silvia offers tailored strategies to fit your unique needs. With a commitment to excellence and a deep understanding of the financial landscape, Silvia provides comprehensive advice and solutions designed to maximize your wealth potential.
Jen Caskey Group
Welcome to the Jen Caskey Group, your premier luxury boutique real estate agency located in the heart of Manhattan Beach, California. Situated at 805 Manhattan Avenue, our distinguished team is renowned for its exceptional service and unparalleled expertise in the South Bay's luxury real estate market. Led by Jennifer Caskey, CA DRE# 01075946, we have consistently ranked among the top real estate teams by sales volume in Manhattan Beach, Hermosa Beach, and Redondo Beach. With over 30 years of experience, the Jen Caskey Group excels in savvy negotiation, innovative in-house marketing, and cutting-edge technology. Our personalized, boutique approach ensures a seamless and rewarding experience for clients looking to buy or sell luxury properties. In 2023 alone, we have successfully closed and have in escrow over $165 million in transactions, a testament to the trust and referrals from our valued clients and friends.
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