Individualized financial advice in Los Angeles, CA
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Bank of America Private Client Advisor Jennifer N Lee
● OpenBank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States -
Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith
● OpenMerrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Cheryl Catharine Smith offers expert financial advice and guidance to high-net-worth individuals and families. As a trusted advisor, she helps clients navigate the complexities of investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and a dedication to client satisfaction, Merrill Lynch Private Wealth Advisor Cheryl Catharine Smith is a top choice for those seeking comprehensive financial solutions.
2049 Century Park E STE 1200, Los Angeles, CA 90067, United States -
Merrill Lynch Private Wealth Advisor Jerome S Klein
● OpenMerrill Lynch Private Wealth Advisor Jerome S Klein is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Jerome S Klein and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a reputation for excellence and a commitment to client satisfaction, Merrill Lynch Private Wealth Advisor Jerome S Klein is a trusted partner for individuals seeking expert financial advice and guidance.
2049 Century Park E STE 1200, Los Angeles, CA 90067, United States -
Kevin J. McCarthy - Raymond James
● OpenKevin J. McCarthy - Raymond James is a finance institution located in the heart of Los Angeles, California. With a prime location at 444 Flower Street, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to wealth management, Kevin J. McCarthy - Raymond James provides expert advice and personalized solutions to meet the unique needs of each client. With a team of experienced professionals and a commitment to excellence, this institution is dedicated to helping clients secure their financial future.
444 Flower St #3870, Los Angeles, CA 90071, United States -
Aubrey Sharfman - Morgan Stanley
● OpenAubrey Sharfman - Morgan Stanley is a prestigious finance institution located at 444 Flower Street in Los Angeles, California, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Aubrey Sharfman - Morgan Stanley is committed to providing you with the highest level of service and expertise.
444 Flower St 34th Fl, Los Angeles, CA 90071, United States -
The Martin Group - Morgan Stanley
● OpenThe Martin Group - Morgan Stanley is a prestigious finance institution located at 444 Flower Street in Los Angeles, California, United States. With a reputation for excellence and expertise in the financial industry, The Martin Group offers a wide range of services to individuals, businesses, and institutions. Their team of experienced professionals provides personalized financial advice, investment strategies, and wealth management solutions tailored to meet the unique needs and goals of their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Martin Group - Morgan Stanley is dedicated to helping you achieve your financial objectives with confidence and peace of mind.
444 Flower St 34th Fl, Los Angeles, CA 90071, United States -
Western Consolidated
● OpenWestern Consolidated is a renowned finance institution located at 350 South Grand Avenue in the bustling city of Los Angeles, California, United States. With a strong reputation for providing top-notch financial services, Western Consolidated is trusted by individuals and businesses alike. Whether you are looking for investment advice, loans, or financial planning, our team of experts is dedicated to helping you achieve your financial goals. Visit us today and experience the excellence and professionalism that sets Western Consolidated apart from the rest.
350 S Grand Ave #2250, Los Angeles, CA 90071, United States -
Cole Bryant - Thrivent
● ClosedCole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.
49 Discovery Suite 140, Irvine, CA 92618, United States -
Stone Beacon Capital
● ClosedStone Beacon Capital is a finance institution located at 1917 Palomar Oaks Way in Carlsbad, California, United States. Our comprehensive financial practice is dedicated to helping individuals pursue their financial goals through customized, step-by-step financial planning. Our experienced team can assist you in executing a sound financial program that will give you confidence in your financial decisions. We encourage you to check the background of our financial professionals on FINRA’s BrokerCheck, and please note that the information provided is not intended as tax or legal advice. We recommend consulting with legal or tax professionals for specific information regarding your individual situation.
1917 Palomar Oaks Way Suite 140, Carlsbad, CA 92008, United States -
R Scott Feldstein - Morgan Stanley
● OpenR Scott Feldstein - Morgan Stanley is a leading finance institution located at 21650 West Oxnard Street in Los Angeles, California. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the area. With a strong reputation for excellence and commitment to client success, R Scott Feldstein - Morgan Stanley is a trusted partner for individuals and businesses seeking financial guidance and investment solutions. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at this institution are dedicated to helping you achieve your financial goals.
21650 W Oxnard St Ste 1800, Woodland Hills, CA 91367, United States -
Manuel DerManuelian - Morgan Stanley
● OpenManuel DerManuelian - Morgan Stanley is a prestigious financial institution located at 21650 West Oxnard Street in Los Angeles, California. As a branch of Morgan Stanley, one of the leading financial services firms in the world, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, Manuel DerManuelian - Morgan Stanley is dedicated to providing personalized financial solutions and investment strategies to help clients achieve their financial goals. Whether you are looking for wealth management, investment advice, or retirement planning, you can trust Manuel DerManuelian - Morgan Stanley to provide expert guidance and support.
21650 W Oxnard St Ste 1800, Woodland Hills, CA 91367, United States -
Bridgelock Capital
● OpenBridgelock Capital is a reputable finance and real estate agency located at 5900 Canoga Avenue in Los Angeles, California. With a strong focus on providing innovative financial solutions for clients in the real estate market, Bridgelock Capital is dedicated to helping individuals and businesses achieve their investment goals. Whether you are looking to secure a loan for a property purchase or seeking professional advice on real estate investments, Bridgelock Capital's team of experts is here to assist you every step of the way. Visit us today and let us help you bridge the gap to financial success.
5900 Canoga Ave #200, Woodland Hills, CA 91367, United States -
Regal Advisory Services, Inc.
● ClosedRegal Advisory Services, Inc. is a finance institution located at 5959 California 27 in Los Angeles, California, United States. We specialize in providing expert financial advice and services to individuals and businesses looking to maximize their financial success. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized and strategic planning. Whether you are looking to invest, save for the future, or plan for retirement, Regal Advisory Services, Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial dreams.
5959 CA-27 # 180, Woodland Hills, CA 91367, United States -
The Rosenberg Bunnin Group
● OpenThe Rosenberg Bunnin Group is a reputable finance institution located at 21650 West Oxnard Street in Los Angeles, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized solutions tailored to their individual needs and goals. The Rosenberg Bunnin Group is dedicated to helping clients achieve financial success and security.
21650 W Oxnard St #1800, Woodland Hills, CA 91367, United States -
Fpa
● OpenFPA is a prestigious finance institution located at 11400 West Olympic Boulevard in Los Angeles, California. As a leading provider of financial services, FPA offers a wide range of investment management solutions for individuals and businesses alike. With a team of highly experienced professionals, FPA is dedicated to helping clients achieve their financial goals through expert advice and personalized strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, FPA is committed to delivering exceptional results and exceeding expectations. Visit us today to learn more about how FPA can help you secure a brighter financial future.
11400 W Olympic Blvd, Los Angeles, CA 90064, United States -
Taxplus
● ClosedTaxplus is a leading institution located at 12803 Venice Boulevard in Los Angeles, California, specializing in accounting, finance, and legal services. With the recent Tax Cuts and Jobs Act bringing significant reform and state laws adding complexity, Taxplus offers expert guidance to help individuals and businesses reduce their income tax and plan for a more efficient tax strategy. Dealing with multiple tax agencies such as the IRS, FTB, and City of L.A. can be overwhelming, but Taxplus has the experience to navigate these challenges. They can help resolve tax problems, avoid collections, and ensure accurate tax filings through a comprehensive understanding of the tax system and personalized client interviews.
12803 Venice Blvd., Los Angeles, CA 90066, United States -
Maurice Joffe Tax Services
● ClosedMaurice Joffe Tax Services is a reputable accounting and finance institution located at 12222 Wilshire Boulevard in Los Angeles, California. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Maurice Joffe Tax Services is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax filings or strategic financial advice, you can trust Maurice Joffe Tax Services to provide personalized and reliable service.
12222 Wilshire Blvd #106, Los Angeles, CA 90025, United States -
The Tax Group LA
● OpenThe Tax Group LA is a reputable accounting and finance institution located at 12030 Washington Boulevard in Los Angeles, California. Our team of experienced professionals is dedicated to providing expert tax services and financial advice to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust The Tax Group LA for all your accounting and finance needs.
12030 Washington Blvd suite b, Los Angeles, CA 90066, United States -
The Tax Consultancy Group Inc.
● ClosedThe Tax Consultancy Group Inc. is a leading accounting and finance institution located at 12300 Wilshire Boulevard in Los Angeles, California, United States. With a team of experienced professionals, we provide expert tax consultation and financial services to individuals and businesses. Our goal is to help our clients navigate the complexities of the tax system and achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
12300 Wilshire Blvd #410, Los Angeles, CA 90025, United States -
Pierre Tax and Wealth Management
● ClosedPierre Tax and Wealth Management is a premier accounting and finance institution located at 1901 Avenue of the Stars in Los Angeles, California. Our team of experienced professionals specializes in providing comprehensive tax planning and wealth management services to individuals and businesses. With a focus on personalized solutions and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial future. Trust Pierre Tax and Wealth Management for expert advice and guidance in navigating the complexities of the financial world.
1901 Avenue of the Stars 2nd Floor, Los Angeles, CA 90067, United States -
Pikula Tax
● ClosedPikula Tax is a CPA firm located at 8939 South Sepulveda Boulevard in Los Angeles, California. We specialize in providing tax and business services tailored to each client's unique needs and goals. Our team is dedicated to solving problems and helping individuals and businesses succeed in their financial endeavors. We believe in working smart and paying attention to the details to ensure accuracy and efficiency in all that we do. Our tax services include personalized assistance with tax preparation, planning, and compliance. We also offer accounting services such as bookkeeping and financial statement preparation to help clients maintain accurate and up-to-date financial records. Additionally, our business and tax consulting services provide clients with expert advice and guidance to make informed financial decisions.
8939 S Sepulveda Blvd # 440, Los Angeles, CA 90045, United States -
Advise RE
● ClosedAdvise RE is a comprehensive institution located at 8023 Beverly Boulevard in Los Angeles, California. Specializing in accounting, finance, and real estate agency services, our team of experienced real estate CPAs offers customized strategies to help investors and developers save on taxes. We provide year-round real estate and tax advising, consulting, tax preparation, wealth building coaching, and real estate deal flow to guide you through investments. Our services also include real estate brokerage to assist you in making informed decisions. From our offices in Los Angeles, we work with clients across the United States and internationally. Real estate is a key investment vehicle, and our team can help you navigate the complexities of the market to maximize your returns. Whether you're looking to acquire rental properties, manage risk, or take advantage of tax strategies, we offer personalized advice and ongoing support to help you grow as a real estate professional.
8023 Beverly Blvd Suite 1 - #1179, Los Angeles, CA 90048, United States -
KB Tax Adviser
● OpenKB Tax Adviser is a reputable accounting and finance institution located on Louise Avenue in Los Angeles, California. With a team of experienced professionals, we offer expert advice and services to help individuals and businesses navigate the complexities of tax laws and financial management. Whether you need assistance with tax planning, financial reporting, or any other accounting services, our dedicated team is here to provide customized solutions to meet your specific needs. Trust KB Tax Adviser to help you achieve your financial goals and secure a stable financial future.
Louise Ave, Encino, CA 91316, United States -
Hengameh Ruth Amirian IRS Enrolled Agent
● ClosedHengameh Ruth Amirian IRS Enrolled Agent is a reputable accounting and finance institution located at 11022 Santa Monica Boulevard in Los Angeles, California, United States. As an Enrolled Agent authorized by the IRS, Hengameh Ruth Amirian offers expert tax services and financial advice to individuals and businesses. With a strong track record of professionalism and reliability, clients can trust in the expertise of Hengameh Ruth Amirian for all their accounting and financial needs.
11022 Santa Monica Blvd # 230, Los Angeles, CA 90025, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 11273 National Boulevard in Los Angeles, California. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert advice and guidance to individuals and businesses seeking to navigate the complexities of the financial world. Whether you need help with tax planning, bookkeeping, or investment strategies, H&R Block's team of professionals is dedicated to helping you achieve your financial goals.
11273 National Blvd, Los Angeles, CA 90064, United States -
Pronto Income Tax
● ClosedPronto Income Tax is a reputable accounting and finance institution located at 4501 South Centinela Avenue in Los Angeles, California. With a strong focus on helping individuals and businesses navigate the complexities of tax preparation and financial planning, our team of experienced professionals is dedicated to providing top-notch services to meet our clients' needs. Whether you're looking for assistance with filing your income taxes or seeking expert advice on managing your finances, Pronto Income Tax is here to help. Trust us to provide reliable and efficient solutions to help you achieve your financial goals.
4501 S Centinela Ave, Los Angeles, CA 90066, United States -
Wheeler & Bi CPA
● ClosedWheeler & Bi CPA is a boutique accounting and tax solution located at 1990 South Bundy Drive, Los Angeles, California, United States. Specializing in small to medium-sized businesses, our Certified Public Accountants act as your deduction detectives to uncover every possible write-off tailored to your unique needs. From start-up costs to home office deductions, we maximize your deductions to minimize frustration come tax time. Our proactive tax strategies legally minimize what you owe, staying ahead of tax law changes to uncover planning opportunities. We provide comprehensive accounting, tax, and financial consulting services for individuals and businesses. Let us help you conquer tax season and focus on growing your business. Contact us today to see how we can support your specific needs.
1990 S Bundy Dr Suite 510, Los Angeles, CA 90025, United States -
Feitelberg & Company, CPA's
● ClosedFeitelberg & Company, CPA's is a reputable accounting and finance institution located at 2566 Overland Avenue in Los Angeles, California, United States. With a team of experienced certified public accountants, the firm provides a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Feitelberg & Company, CPA's is dedicated to providing top-notch service and expertise to individuals and businesses alike.
2566 Overland Ave # 600, Los Angeles, CA 90064, United States -
Gitlin Stanley Accountancy
● OpenGitlin Stanley Accountancy is a reputable accounting and finance institution located at 1801 Avenue of the Stars in Los Angeles, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their dedication to providing top-notch financial solutions has earned them a strong reputation in the industry. Whether you are a small business owner or an individual looking for financial advice, Gitlin Stanley Accountancy is committed to helping you achieve your financial goals.
1801 Avenue of the Stars, Los Angeles, CA 90067, United States -
Kapp Martin a CPA
● OpenKapp Martin, a CPA, is a reputable accounting and finance institution located at 9841 Airport Boulevard in Los Angeles, California, United States. With a team of experienced and knowledgeable certified public accountants, Kapp Martin offers a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their commitment to providing quality and personalized financial solutions has earned them a strong reputation in the industry. Whether you are looking for assistance with your personal finances or need expert advice for your business, Kapp Martin is dedicated to helping you achieve your financial goals.
9841 Airport Blvd # 1500, Los Angeles, CA 90045, United States
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