Individualized financial solutions in Santa Monica, California
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Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 1430 Wilshire Boulevard in Santa Monica, California is a premier banking and financial institution offering a wide range of services to meet the needs of individuals and businesses. With a strong presence in the United States, Bank of America is known for its reliable and innovative financial solutions. Whether you need assistance with personal banking, investing, mortgages, or business financing, the knowledgeable staff at this location is ready to help. Visit the Bank of America Financial Center for all your banking needs in Santa Monica.
1430 Wilshire Blvd, Santa Monica, CA 90403, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 287 26th Street in Santa Monica, California, is a trusted banking institution offering a wide range of financial services to individuals and businesses. With a strong presence in the United States, Bank of America is known for its innovative banking solutions, personalized customer service, and commitment to helping clients achieve their financial goals. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the knowledgeable staff at this financial center are here to assist you every step of the way. Visit the Bank of America Financial Center today to experience the difference in banking.
287 26th St, Santa Monica, CA 90402, United States -
Monica Drevon - State Farm Insurance Agent
● ClosedMonica Drevon - State Farm Insurance Agent is a reputable insurance agency located at 2001 East 1st Street in Santa Ana, California. Monica Drevon is a highly experienced insurance agent with a Bachelor of Arts degree from the University of California - Berkeley. She is dedicated to providing exceptional service and personalized insurance options to meet the unique needs of each individual and family in the community. Monica's commitment to her customers has earned her recognition as an Ambassador Travel Qualifier, showcasing her dedication to exceeding expectations and providing top-notch service. With a deep understanding of the Santa Ana community, Monica is passionate about helping individuals and families protect their assets and ensure their financial security.
2001 E 1st St Ste 203, Santa Ana, CA 92705, United States -
Zuk Financial Group
● OpenZuk Financial Group is a leading finance institution located at 1247 7th Street in Santa Monica, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Zuk Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Zuk Financial Group can help you reach your financial objectives.
1247 7th St #301, Santa Monica, CA 90401, United States -
Quantum Financial Advisors, LLC
● ClosedQuantum Financial Advisors, LLC, located at 520 Broadway in Santa Monica, California, is a finance institution that specializes in providing simple and elegant solutions to life's complex financial problems. Our mission is to alleviate financial stress for our clients so they can spend more time doing what they love. As fiduciaries, we prioritize the interests and success of our clients above all else, building relationships based on trust and collaboration. We work closely with our clients and their team of experts to ensure that resources and capital are aligned with their personal, family, and social perspectives. Our commitment to honesty, transparency, and ethical standards sets us apart in the industry. With a deep understanding of the unique needs of our typical clients, such as business owners, executives, and individuals entering new phases of life, we provide tailored financial solutions to help them achieve their goals.
520 Broadway Suite 200, Santa Monica, CA 90401, United States -
Provident Financial Management
● ClosedProvident Financial Management is a reputable finance institution located at 3130 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial services, they offer tailored solutions to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Provident Financial Management is dedicated to helping their clients secure a stable financial future. Their team of experienced professionals is committed to delivering personalized and comprehensive financial strategies to meet the unique needs of each client. Trust Provident Financial Management to be your partner in financial success.
3130 Wilshire Blvd #600, Santa Monica, CA 90403, United States -
Merrill Lynch Financial Advisor Layne R Tally
● ClosedMerrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Layne R Tally can help create a flexible strategy tailored to your individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, Layne R Tally offers personalized wealth management strategies to help you pursue your financial goals. Layne R Tally believes in participating in the communities they serve, and volunteers with organizations in the community. By using Merrill Personal Wealth Analysis™, Layne R Tally can build a personalized plan centered around your goals and aspirations. They focus on what matters most to you, whether it's transferring wealth, saving for a home, or planning for retirement.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor David E Guyette
● ClosedMerrill Lynch Financial Advisor David E Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each client's unique needs and aspirations, working one-on-one to develop a customized plan designed to manage investment risk and grow wealth. With access to resources from Merrill and Bank of America, the team of experienced professionals at Merrill Lynch Wealth Management Advisors provides comprehensive financial solutions and personalized service to build strong client relationships based on trust. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the market, the institution aims to help individuals achieve their financial goals and stay on track. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and make informed investment decisions to reach their desired outcomes.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
First Then Insurance & Financial Services
● ClosedFirst Then Insurance & Financial Services is a reputable finance institution located in the heart of San Diego, California. Our dedicated team of professionals is committed to providing top-notch insurance and financial services to our valued clients. With a focus on personalized solutions and exceptional customer service, we strive to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or seeking expert financial advice, you can trust First Then Insurance & Financial Services to provide reliable and comprehensive solutions. Visit us at 4852 Santa Monica Avenue to learn more about how we can assist you with all your insurance and financial needs.
4852 Santa Monica Ave, San Diego, CA 92107, United States -
Merrill Lynch Financial Advisor Jacob Guyette
● ClosedMerrill Lynch Financial Advisor Jacob Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to your individual needs. The Guyette team focuses on a goals-based wealth management approach, putting clients at the center of the process. With access to the global investing resources of Merrill and the banking solutions of Bank of America, they help clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team is actively involved in the community, supporting charitable organizations like Heal the Bay and Children's Hospital Los Angeles. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while the Investment Personality Assessment helps customize your financial approach based on your preferences. The team helps you track progress, adjust strategies, and provides proactive communication and personalized service. By understanding your aspirations and priorities, Merrill Lynch Financial Advisor Jacob Guyette helps you manage, grow, and preserve your wealth for the future. With a focus on turning goals into reality, the team works to address your financial needs and adapt to changes in your life and the markets over time.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
ROI Financial Services Corporation
● OpenROI Financial Services Corporation is a leading financial institution located in Santa Monica, California, United States. We specialize in providing a wide range of financial services, including ATM services and finance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maximize their return on investment. Whether you are looking to manage your finances, access cash conveniently through our ATMs, or secure financing for your business, ROI Financial Services Corporation is here to help. Visit us today to experience the difference our personalized and innovative financial solutions can make for you.
Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Brandon Jones
● ClosedMerrill Lynch Financial Advisor Brandon Jones is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. Their team of experienced individuals is committed to building strong client relationships based on trust and personalized service. They provide comprehensive wealth management services to clients and their families, taking a "family tree" approach to working with each generation. The institution offers personalized financial plans centered on client goals and focused on achieving what they want. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can expect a customized wealth management strategy to keep them on track towards their goals. The institution also offers tools like Merrill Personal Wealth Analysis™ to help clients document and build personalized plans. Clients can expect a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to address their financial needs and pursue their goals.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Michael Cooper
● ClosedMerrill Lynch Financial Advisor Michael Cooper, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial advice and strategies to help clients achieve their financial goals. With a team of experienced professionals supported by the global resources of Merrill, clients can expect tailored wealth management solutions based on trust and personalized service. The institution focuses on understanding the individual priorities and goals of each client, providing ongoing support and guidance to help them stay on track. By combining the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, the team at Merrill Lynch Financial Advisor Michael Cooper aims to create customized strategies that address the unique needs and priorities of each client. With a commitment to exceptional client service and a focus on building strong relationships, Merrill Lynch Financial Advisor Michael Cooper is dedicated to helping clients achieve their financial aspirations.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
HoyleCohen Wealth Management, Santa Monica
● ClosedHoyleCohen Wealth Management in Santa Monica is a premier finance institution located at 2120 Colorado Avenue in California, United States. With a team of experienced financial advisors, HoyleCohen provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, HoyleCohen offers expert guidance and strategic solutions tailored to your individual needs. Visit us today to learn more about how we can help you secure your financial future.
2120 Colorado Ave Suite 100, Santa Monica, CA 90404, United States -
Merrill Lynch Financial Advisor Nicholas Clauson Grose
● ClosedMerrill Lynch Financial Advisor Nicholas Clauson Grose, located at 100 Wilshire Boulevard in Santa Monica, California, is dedicated to helping clients achieve their financial goals. With a focus on personalized service and building strong client relationships, their team of experienced professionals offers comprehensive wealth management services. From creating personalized financial plans centered on individual goals to proactively rebalancing portfolios, they are committed to helping clients stay on track towards financial success. As part of Merrill Lynch Wealth Management, they have access to the global resources of Merrill and the banking convenience of Bank of America, providing clients with a seamless and flexible experience. Whether it's transferring wealth to the next generation or customizing a financial approach to pursue passions, the team at Merrill Lynch Financial Advisor Nicholas Clauson Grose is there to help clients every step of the way. With a focus on understanding each client's unique needs and goals, they provide personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Able Accounting Solutions, Inc.
● OpenAble Accounting Solutions, Inc. is a reputable accounting and finance institution located at 1217 Wilshire Boulevard in Santa Monica, California, United States. We provide a wide range of professional accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial consulting. Our team of experienced accountants is dedicated to helping our clients achieve financial success and stability. Contact us today to learn more about how we can assist you with your accounting needs.
1217 Wilshire Blvd, Santa Monica, CA 90403, United States -
AB&T TAX Solutions LLC
● OpenAB&T TAX Solutions LLC is a reputable accounting and finance institution located at 2500 Broadway in Santa Monica, California, United States. With a team of experienced professionals, they provide a wide range of tax solutions and financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, AB&T TAX Solutions LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
2500 Broadway, Santa Monica, CA 90404, United States -
Pay Circus
● OpenPay Circus is a cutting-edge financial institution located at 2720 Neilson Way in Santa Monica, California. Our team of experts specializes in providing innovative payment solutions for individuals and businesses alike. With a focus on transparency, security, and efficiency, we strive to make the payment process as seamless as possible for our clients. Whether you're looking to streamline your business transactions or simply manage your personal finances more effectively, Pay Circus is here to help. Visit us today to experience the future of payments.
2720 Neilson Way, Santa Monica, CA 90409, United States -
Westgate One Final Expense Insurance
● ClosedWestgate One Final Expense Insurance is a reputable insurance agency located in the vibrant city of Santa Monica, California. Specializing in final expense insurance, they provide peace of mind to individuals and families by offering comprehensive coverage for end-of-life expenses. With a commitment to exceptional customer service and tailored insurance solutions, Westgate One Final Expense Insurance is dedicated to helping clients protect their loved ones and secure their financial future. Visit their office at 1242 3rd Street Promenade to learn more about their services and how they can assist you in planning for the future.
1242 3rd Street Promenade #209, Santa Monica, CA 90401, United States -
Aston Sharp Insurance Services
● ClosedAston Sharp Insurance Services is a reputable health insurance agency located at 2450 Colorado Avenue in Santa Monica, California, United States. With a dedicated team of professionals, we specialize in providing personalized insurance solutions to meet the individual needs of our clients. Whether you are looking for coverage for yourself, your family, or your business, we are committed to helping you find the best insurance options to protect your health and well-being. Contact us today to learn more about our services and how we can assist you in securing the right insurance coverage.
2450 Colorado Ave Suite 100E, Santa Monica, CA 90404, United States -
Loans
● OpenLoans is a finance institution located at 506 Santa Monica Boulevard in Santa Monica, California, United States. We specialize in providing various types of loans to individuals and businesses, helping them achieve their financial goals. Our experienced team of professionals is dedicated to offering personalized solutions and excellent customer service. Whether you need a personal loan, business loan, or mortgage, Loans is here to assist you every step of the way. Visit us today to explore our range of loan options and find the perfect fit for your needs.
506 Santa Monica Blvd, Santa Monica, CA 90401, United States -
Hope Personal Loan's
● OpenHope Personal Loans is a trusted financial institution located at 835 Hill Street in Santa Monica, California. We specialize in providing personalized loan solutions to help individuals achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients secure the funding they need with competitive rates and flexible terms. Whether you're looking to consolidate debt, cover unexpected expenses, or finance a major purchase, Hope Personal Loans is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.
835 Hill St, Santa Monica, CA 90405, United States -
Capital Peaks
● OpenCapital Peaks is a premier financial institution located at 12304 Santa Monica Boulevard in the bustling city of Los Angeles, California. As a leading provider of financial services, Capital Peaks offers a wide range of investment options, wealth management services, and financial planning solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Capital Peaks is dedicated to helping clients navigate the complex world of finance and build a secure financial future.
12304 Santa Monica Blvd, Los Angeles, CA 90025, United States -
Uplift Legal Funding
● ClosedUplift Legal Funding is a reputable finance institution located at 2444 Wilshire Boulevard in Santa Monica, California. They specialize in providing financial assistance to individuals involved in legal cases, offering pre-settlement funding to help cover expenses while awaiting a settlement. With a dedicated team of professionals, Uplift Legal Funding is committed to providing fast and reliable financial solutions to those in need. Contact them today to learn more about their services and how they can help you during your legal proceedings.
2444 Wilshire Blvd Unit #511, Santa Monica, CA 90403, United States -
Easy Corp
● OpenEasy Corp is a leading institution located at 11420 Santa Monica Boulevard in Los Angeles, California. With a commitment to providing top-notch services and solutions, Easy Corp offers a wide range of services to meet the needs of individuals and businesses alike. From financial consulting to business development, Easy Corp is dedicated to helping clients achieve their goals and succeed in today's competitive market. Visit us today to see how Easy Corp can help you reach your full potential.
11420 Santa Monica Blvd, Los Angeles, CA 90025, United States -
Defense Tax Partners | Tax Relief Attorneys, State & Irs Tax Debt Settlement, Free Consultation
● ClosedDefense Tax Partners is a top-tier institution located at 124 Montana Avenue in Santa Monica, California, specializing in tax relief and legal services. Our team of experienced attorneys are well-versed in IRS tax laws and are dedicated to helping individuals navigate through tax debt settlement and other financial issues. If you are facing tax problems such as IRS notices, tax levies, or audits, our Los Angeles tax attorneys are here to provide expert guidance and support. With a proven track record of successfully resolving tax issues for numerous clients, Defense Tax Partners is your trusted partner in achieving a favorable outcome for your tax situation.
124 Montana Ave, Santa Monica, CA 90403, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025, United States -
Milken Institute
● OpenThe Milken Institute, located in Santa Monica, California, is an institution that extends its reach and impact to the Asia-Pacific region. They conduct research and construct programs aimed at ensuring the smooth and efficient operation of financial markets. Additionally, the institute promotes healthy, productive, and purposeful aging, as well as sustainable solutions for better health in individuals and communities. They also analyze the dynamics that drive job creation and industry expansion, while working to clear roadblocks that prevent medical breakthroughs from reaching patients sooner. The Financial Innovations Labs focus on funding gaps in economic development issues, while the MCAAD believes in providing opportunities for anyone with a dream and the drive to achieve it. The institute is home to individuals such as Anita Gupta, Christina Dialynas, Madelyn McLaughlin, and Jason Richie, and has featured stories from the field such as the Milken-Motsepe Prize in Green Energy Finalists, including Cara Altimus, PhD, Elena Helmers-Wegman, and Sylvie Raver, PhD.
1250 4th St, Santa Monica, CA 90401, United States -
LA Tax Law
● ClosedLA Tax Law is a premier tax law firm located at 201 Wilshire Boulevard in Santa Monica, California. Our team of experienced tax attorneys specializes in all areas of tax law, including tax planning, tax controversy, and tax litigation. We are dedicated to providing our clients with personalized and effective legal solutions to help them navigate the complexities of the tax system. Whether you are an individual or a business owner, our experts are here to assist you with all of your tax-related needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.
201 Wilshire Blvd #100, Santa Monica, CA 90401, United States -
Donner Legal Services, A Prof. Law Corp.
● OpenDonner Legal Services, A Prof. Law Corp. is a reputable institution located at 2020 Pico Boulevard in Santa Monica, California. Specializing in accounting, finance, and legal services, their team of experienced professionals provide expert guidance and support to clients in need of legal assistance. With a strong commitment to excellence and integrity, they strive to deliver personalized solutions tailored to meet the unique needs of each individual or business. Whether you are facing a complex legal issue or require financial advice, Donner Legal Services is dedicated to helping you navigate the legal landscape with confidence and peace of mind.
Suite, 2020 Pico Blvd, Santa Monica, CA 90405, United States
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