TOP 10 Individual investment planning in East Los Angeles, California

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.

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.

Merrill Lynch Financial Advisor Tina Geransar, located at 2049 Century Park East in Los Angeles, California, is dedicated to helping clients manage their wealth and achieve their financial goals. With a focus on personalized wealth management strategies, Tina Geransar offers access to investment insights from Merrill and banking solutions from Bank of America. Through a deep understanding of each client's financial picture and goals, she creates flexible strategies tailored to their needs. Tina Geransar believes in building strong relationships with her clients and giving back to the community. By volunteering and participating in community organizations, she demonstrates her commitment to serving others. With the Merrill Personal Wealth Analysis™, clients can work with Tina to develop a personalized plan that aligns with their goals and priorities.

Merrill Lynch Financial Advisor Brian P Cody, located at 2049 Century Park East in Los Angeles, California, has been providing personalized financial strategies and proactive service to families for over 50 years. The Cody Group specializes in helping clients build, manage, and preserve their wealth, with a focus on wealth planning for successful individuals, families, and charitable foundations. With over $1.86 billion in client assets under management, the team offers customized strategies such as tax-efficient investing and wealth transfer planning. The advisors at Merrill Lynch believe in understanding each client's unique goals and priorities to create a personalized financial plan rooted in the complexities of their life. Recognized by Barron's, Financial Times, and Forbes for their excellence in financial advising, the team is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, buying a home, or funding a child's education, Merrill Lynch Financial Advisor Brian P Cody can help you achieve your financial goals.

Merrill Lynch Private Wealth Advisor Jordan Friedman, located at 2049 Century Park East in Los Angeles, California, offers personalized financial strategies designed to help you pursue your long-term goals. With access to industry-leading research and expert analysis, their highly experienced team provides one-on-one service to gain a deep understanding of your goals and values. As a client, you will have access to the banking capabilities of Bank of America and the investing capabilities of Merrill to help provide appropriate solutions for your financial needs. Whether you are an individual, family, business owner, or executive, Merrill Private Wealth Management is dedicated to providing personalized strategies tailored to your unique situation. Their team of specialists is committed to helping you simplify your finances and prepare for the future. With a focus on goals-based financial strategies, Merrill aims to anticipate and meet your evolving financial needs. Contact Merrill Lynch Private Wealth Advisor Jordan Friedman to start pursuing what's most important to you.

Kyle Smith - Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Kyle provides investment recommendations and portfolio analysis to help you achieve your financial objectives. With a focus on multi-generational financial planning, Kyle ensures that the unique goals of each family member are addressed and empowers them with financial literacy to make informed decisions for their future. By engaging in meaningful conversations and crafting personalized strategies, Kyle helps clients of all ages work towards a more secure financial future.

Robert Camras is a financial advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, United States. Robert specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. He works closely with clients to document their goals, regularly review progress, and adjust strategies as needed. Clients can easily access their investments and accounts from any device, track progress towards goals, and securely share information with Robert. If you are interested in scheduling a complimentary initial consultation or learning more about how Robert can help you achieve your financial goals, please reach out. Background and qualification information can be found on FINRA's BrokerCheck website. Additionally, Robert offers insights on stock market trends and exclusive cash back opportunities with an Ameriprise credit card.

Corral's Income Tax is a trusted accounting and finance institution located at 4228 East Cesar E Chavez Avenue in Los Angeles, California. With years of experience in the industry, our team of experts is dedicated to providing reliable and accurate tax services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Corral's Income Tax is here to help. Trust us to handle all of your financial needs with professionalism and expertise.

Casa Del Pueblo is a reputable accounting and finance institution located at 2009 East La Habra Boulevard in La Habra, California, United States. With a team of experienced professionals, Casa Del Pueblo offers a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment advice, Casa Del Pueblo is dedicated to providing top-notch service and helping clients achieve their financial goals. Visit their office today to learn more about how they can assist you with your financial needs.

Veronica's Professional Services, also known as VEE'S Professional Services, is a reputable accounting and finance institution located at 109 East Anaheim Street in Los Angeles, California. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial consulting. Our commitment to excellence and personalized attention sets us apart from the competition, making us the go-to choice for all your accounting and finance needs. Contact us today to learn more about how we can help you achieve your financial goals.

Khan CPA Corporation is a leading accounting and finance institution located in the heart of Los Angeles, California. With a prime location at 1875 Century Park East, our team of experienced professionals offers a wide range of services to meet the financial needs of individuals and businesses. From tax preparation to financial planning, Khan CPA Corporation is dedicated to providing top-notch services with a focus on client satisfaction. Contact us today to learn more about how we can help you achieve your financial goals.

Gateway Tax Service is a trusted institution located at 611 East Imperial Highway in Los Angeles, California, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to helping you navigate the complex world of taxes to ensure you receive the maximum refund possible. With over 20 years of combined experience, we are well-equipped to verify, prepare, and print your checks efficiently and accurately. Our commitment to customer satisfaction is reflected in testimonials like Carla Perkins, who praised our speed, friendliness, and ability to secure a Refund Advance with ease. Our team has invested over 100 hours studying the intricacies of Tax Reform to better serve our clients. Let Gateway Tax Service be your go-to destination for all your tax needs.

American General Services is a reputable institution located in Los Angeles, California, specializing in accounting and finance services. With a prime location on East Pacific Coast Highway, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, American General Services is here to assist you every step of the way. Trust us to handle all your accounting and finance needs with professionalism and efficiency.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.

Welcome to Farmers Insurance - Janet Adon, your trusted local insurance agency located at 2860 East Vineyard Avenue, Oxnard, California 93036. As a dedicated Farmers® agent, Janet Adon is committed to helping you understand and choose the insurance coverage that best suits your individual needs. With a straightforward and personalized approach, Janet and her team are here to educate and guide you through the complexities of insurance, ensuring you have the right protection for your life's journey. Whether you're looking for auto, home, life, business insurance, or more, our knowledgeable team is equipped to help you explore your options. We take the mystery out of selecting the right car insurance, offering comprehensive and collision coverage, deductibles, and medical payments tailored to your budget. Start with an online auto insurance quote and discover various discounts to help you save.

Welcome to Farmers Insurance - Maria Madrigal, your trusted local insurance agency located at 111 East 220th Street, Carson, California 90745. As a dedicated Farmers® agent, Maria Madrigal is here to guide you through the world of insurance, helping you identify the coverage that best suits your unique needs. With a straightforward and personalized approach, Maria ensures that you become smarter about your insurance choices. Whether you're looking for auto, home, renters, or business insurance, Maria has the expertise to help you understand your options and make informed decisions. Start with an online auto insurance quote and discover our discounts that can help you save. Protect your most valuable possessions with our comprehensive home insurance, backed by over 80 years of Farmers' reliability.

Welcome to Cusp Real Estate, your trusted partner in the Ventura, California real estate market. Located at 1300 Eastman Avenue, we specialize in providing comprehensive real estate advisory services that go beyond traditional buying and selling. With a focus on fully managed renovations, we help maximize the value of your property while building long-term relationships with our clients. Our empathetic strategists are committed to ensuring you receive the highest possible return on your investment. At Cusp Real Estate, we listen closely to understand your unique experiences, hopes, and fears. Our team of experienced and dedicated agents is here to guide you through every step of the process, ensuring a seamless and enjoyable experience. Whether you're pricing, negotiating, or selecting the right buyer, we use strategy, foresight, and hard work to achieve the best outcomes.