The 30 Best Individual investment planning in Lakewood, California

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Welcome to Kinecta Federal Credit Union - Lakewood, your trusted financial partner located at 4055 Hardwick Street, Lakewood, California. At Kinecta, we are committed to providing exceptional financial services tailored to meet the diverse needs of our community. As a member-owned credit union, we prioritize your financial well-being and offer a wide range of products and services, including savings and checking accounts, loans, mortgages, and investment options. Our Lakewood branch is staffed with experienced professionals dedicated to delivering personalized service and expert financial advice. Whether you're planning for the future, looking to purchase a home, or simply managing your day-to-day finances, Kinecta is here to help you achieve your financial goals. Visit us today and experience the difference of banking with a credit union that truly values its members.

Linda Tysol - State Farm Insurance Agent is a trusted insurance agency located at 4136 South Street in Lakewood, California, United States. With over 40 years of experience, Linda Tysol and her team are dedicated to helping customers with their Auto, Life, and Health insurance needs in the Los Angeles and Orange County areas, as well as in Arizona. Linda Tysol is a long-time resident of the Lakewood and Long Beach community, and is actively involved in her local church and enjoys spending time with her family. The agency's vision is to be recognized as a caring group of professionals who go the extra mile for their customers.

Farmers Insurance - Richard Welsh is a trusted insurance agency located at 2725 Candlewood Street, Lakewood, California, United States. As your local Farmers® agent, Richard Welsh has over 29 years of experience in providing personalized insurance coverage for both business and personal needs. Whether you need auto, home, life, renters, business, or condo insurance, Richard Welsh can help you navigate through the various coverage options to find the best fit for your budget and requirements. With Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other reputable insurers backing the policies, you can rest assured that your valuable assets are protected in case of any unforeseen events. Additionally, Farmers Financial Solutions, LLC offers investment services to help you build a solid financial plan for a secure future.

Farmers Insurance - Analuz Zuniga is an insurance agency located at 5230 Clark Avenue, Lakewood, California, United States. Analuz Zuniga is a licensed agent (CA Lic. #0I08656) who helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Analuz Zuniga can provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance is a trusted provider that offers competitive rates and multi-line insurance discounts. In addition to standard insurance policies, Farmers Insurance also offers umbrella insurance for added protection. For financial planning and investment options, Farmers Insurance and Financial Services can help you build a solid financial plan to reach your goals. Contact Analuz Zuniga today for more information or to get a quote on insurance coverage tailored to your needs.

Adam Gonzalez: Primerica - Financial Services is a reputable finance and insurance agency located at 5220 Clark Avenue in Lakewood, California, United States. With a focus on providing top-notch financial services to individuals and families, Adam Gonzalez and his team offer a wide range of products including investment solutions, retirement planning, life insurance, and more. Their goal is to help clients achieve their financial goals and secure their future through personalized and comprehensive financial planning. With a commitment to excellence and customer satisfaction, Adam Gonzalez: Primerica - Financial Services is a trusted partner for all your financial needs.

Home Owners University is a premier institution located at 4192 Woodruff Avenue in Lakewood, California, United States. Serving as both a real estate agency and a university, Home Owners University offers a wide range of courses and services to help individuals navigate the complex world of homeownership. From buying and selling homes to property management and investment strategies, our experienced faculty and staff are dedicated to providing the knowledge and resources needed to succeed in the real estate market. Whether you are a first-time homebuyer or a seasoned investor, Home Owners University is your go-to destination for all things related to homeownership.

Unified Wealth Advisors, located at 8733 Lakewood Drive in Windsor, California, is a leading finance institution dedicated to helping individuals manage their wealth with sensitivity and skill. With a wide range of services, we strive to help your financial affairs flourish by keeping your best interests at the heart of every decision. Our team of experienced advisors is committed to providing you with the confidence and peace of mind that comes with knowing your goals are our top priority. Whether you need a check-up, a second opinion, a complete evaluation of your investment needs, or a customized wealth plan, we are here to help you make the right choices. We understand the importance of managing risk while maximizing financial opportunities, and we are dedicated to simplifying the process for you so that you can focus on the more important things in your life. Don't wait to invest in your future. Contact Unified Wealth Advisors today to receive your complimentary portfolio risk analysis and take the next step towards securing your financial well-being. Our advisors are registered representatives with LPL Financial and offer investment advice through Mariner Independent Advisor Network, LLC. We are here to guide you on your financial journey and help you achieve your long-term goals.

Zahn & Zahn Estate Financial & Tax is a trusted accounting and finance institution located in Long Beach, California. Our team of experienced professionals is dedicated to providing comprehensive financial and tax services for individuals and businesses. Whether you need assistance with estate planning, tax preparation, or investment strategies, our experts are here to help. Visit us at 2209 North Lakewood Boulevard to learn more about how we can help you achieve your financial goals.

Hicok Financial Solutions is a reputable finance institution located at 3217 East Carson Street in Lakewood, California, United States. With a team of experienced financial experts, Hicok Financial Solutions offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Hicok Financial Solutions is dedicated to providing personalized solutions to meet your specific needs. Visit us today to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Carol Otters is a trusted finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. With a focus on providing personalized financial advice and services, Carol Otters and her team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to guiding you every step of the way. Visit us today to start your journey towards financial success.

Cody Hale - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. As a financial professional, Cody Hale specializes in helping individuals navigate the complex world of finance by creating personalized roadmaps to achieve their financial goals. Whether you are looking to protect your family, plan for the future, retire early, or anything in between, Cody is dedicated to helping you reach your destination. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients may choose to further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser.

Lpl Financial is a leading financial institution located in Lakewood, California, United States. With a strong focus on providing personalized financial services to individuals and businesses, Lpl Financial offers a wide range of investment options, retirement planning, and wealth management solutions. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lpl Financial is committed to providing expert guidance and support every step of the way.

Tyler Cline - Financial Advisor is a trusted institution located at 5240 Clark Avenue in Lakewood, California, United States. As a finance institution, we specialize in providing personalized financial advice and guidance to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions about their investments, retirement planning, and overall financial well-being. With a commitment to excellence and a focus on client satisfaction, Tyler Cline - Financial Advisor is the go-to destination for all your financial planning needs.

Kelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

A Plus Financial Management LLC is a finance institution located at 14501 Lakewood Boulevard in Paramount, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial management services to individuals and businesses. From budgeting and investment advice to retirement planning and tax preparation, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

N & B Financial Services is a reputable finance institution located at 9900 Lakewood Boulevard in Downey, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. With a commitment to excellence and personalized service, N & B Financial Services is your trusted partner in financial success. Contact us today to schedule a consultation.

JB Consulting Services is a leading finance institution located at 10236 Lakewood Boulevard in Downey, California. Our team of experienced consultants provides personalized financial solutions to individuals and businesses, helping them achieve their financial goals. Whether you need assistance with investments, retirement planning, or tax strategies, our experts are here to guide you every step of the way. Trust JB Consulting Services for expert financial advice and exceptional service.

G.M.O. Financial is a reputable accounting and finance institution located at 10359 Lakewood Boulevard in Downey, California, United States. With a team of experienced professionals, G.M.O. Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for help with your personal finances or a business in need of accounting expertise, G.M.O. Financial is dedicated to providing top-notch services tailored to meet your specific needs. Trust G.M.O. Financial to help you achieve your financial goals and secure a stable financial future.

Manila Central USA is a reputable institution specializing in accounting and finance services. Located at 12562 Centralia Street in Lakewood, California, this institution offers expert financial advice and assistance to individuals and businesses alike. With a team of experienced professionals, Manila Central USA is dedicated to helping clients navigate the complexities of financial management and achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or budgeting, Manila Central USA is committed to providing top-notch service and support. Trust Manila Central USA for all your accounting and finance needs.

Three D Consultants is a reputable finance institution located at 5150 Candlewood Street in Lakewood, California, United States. With a team of experienced financial experts, Three D Consultants offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can expect personalized and comprehensive financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Three D Consultants is dedicated to helping you achieve financial success.

Taxes N Beyond Service is a reputable accounting and finance institution located at 5150 Candlewood Street in Lakewood, California, United States. Our experienced team of professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses. Whether you need help with tax planning, bookkeeping, or financial consulting, Taxes N Beyond Service is here to help you navigate the complexities of the financial world. Trust us to go above and beyond to meet your accounting and finance needs.

Welcome to AccountSense, your trusted partner in accounting and finance, located at 11138 Del Amo Boulevard, Lakewood, California. At AccountSense, we are dedicated to empowering business owners and entrepreneurs by providing insightful and knowledgeable accounting services. Our mission is to enhance every facet of your business operations by developing efficient and tailored systems that align with your unique goals and objectives. With over six years of experience, we have successfully served clients across diverse industries such as construction, manufacturing, and marketing. Our financial solutions are designed to improve profit margins and streamline business operations. Understanding that each client has distinct needs, we offer a range of customized solutions that are adaptable to any budgetary and operational requirements. Whether you require temporary or permanent assistance, our team is equipped to work remotely from our office and can travel as needed to meet your demands.

Welcome to "Geoff Delahanty - Thrivent," your trusted partner in financial planning and investment advisory services. Conveniently located at 3820 Del Amo Boulevard, Torrance, California 90503, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our services extend across multiple states, including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI, ensuring that our expertise is accessible to a wide range of clients. At Geoff Delahanty - Thrivent, we utilize Thrivent's Financial Planning Framework to conduct thorough reviews and analyses of your financial situation. Our goal is to empower you with the knowledge and tools necessary to make informed decisions about your financial future. For those seeking a more in-depth planning experience, our Dedicated Planning Services offer personalized, written recommendations for a fee.

Welcome to Angela Reilly - Thrivent, your trusted partner in financial planning and investment services, located at 4010 Watson Plaza Drive, Lakewood, California 90712. We specialize in providing personalized financial guidance to help you achieve your financial goals and secure your future. At Angela Reilly - Thrivent, we understand that each client’s financial situation is unique. Our services are designed to offer comprehensive reviews and analyses of your financial standing through Thrivent’s Financial Planning Framework. Clients have the opportunity to enhance their planning with our Dedicated Planning Services, which provides detailed written recommendations tailored to their specific needs, available for a fee.