The 30 Best Investing strategies in Los Angeles, California
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Araceli Sandoval - State Farm Insurance Agent
Araceli Sandoval - State Farm Insurance Agent is a trusted insurance agency located at 6928 Owensmouth Avenue in Los Angeles, California. Our office, situated in the grey glass block building between Sherman Way and Vanowen Street, is dedicated to providing excellent service and personalized insurance solutions to our clients. Agent Araceli has been with State Farm Insurance since 1993 and fulfilled her dream of running her own agency in November 2017. With over 25 years of experience, Araceli and her team are committed to helping customers in Woodland Hills, Canoga Park, West Hills, and surrounding areas with their insurance needs.
Prudential Insurance Co
Prudential Insurance Co is a reputable insurance agency located at 21800 West Oxnard Street in Los Angeles, California. With a long history of providing reliable insurance products and services, Prudential is committed to helping individuals and businesses protect what matters most. Whether you are looking for life insurance, health insurance, or investment solutions, Prudential has a team of experienced professionals ready to assist you. Trust Prudential Insurance Co for all your insurance needs in the United States.
Farmers Insurance - Timothy Ortega
Farmers Insurance - Timothy Ortega is an insurance agency located at 5800 Fallbrook Avenue in Los Angeles, California, United States. As a local Farmers® Insurance and Financial Services agent in Woodland Hills, CA, Timothy Ortega helps customers identify the insurance coverage and financial strategies that best fit their needs and goals. Services offered include auto, home, life insurance, investing, retirement funding, saving for college, income protection, and other financial strategies. The agency specializes in providing comprehensive coverage and competitive rates for car and home insurance. Renters insurance, condo insurance, and business insurance packages are also available. Timothy Ortega can help clients create a plan for life insurance to provide financial support for their loved ones. Additionally, Personal Umbrella insurance policies are offered for added protection. Securities are offered through Farmers Financial Solutions, LLC. For more information or to request a quote, customers can visit the office on Fallbrook Ave or contact Timothy Ortega directly.
Opal Enriquez, Bankers Life Agent
Opal Enriquez, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. As a trusted Bankers Life Agent, Opal Enriquez offers a range of insurance products and services to help individuals and families protect their financial well-being. With a focus on personalized service and expert advice, Opal Enriquez is dedicated to helping clients find the right insurance solutions to meet their unique needs. Contact Opal Enriquez, Bankers Life Agent today to learn more about how they can help you secure your future.
AIG Capital Services, Inc.
AIG Capital Services, Inc. is a financial institution located at 21650 West Oxnard Street, Los Angeles, California, United States. This institution provides a range of services to help individuals secure their financial future, specifically focusing on retirement and protection needs. The website offers various portals for individuals, investors, and financial professionals to access policy details, make payments, update beneficiaries, review savings balances, make transactions, and more. AIG Capital Services, Inc. also offers annuities as a long-term investment option to provide a guaranteed income stream for life, tax-deferred growth, protection from market downturns, and potential interest based on index returns. The institution partners with Retirement Plan Consultants to support clients and offers expansive solutions to help secure financial futures. Annuities are issued by American General Life Insurance Company, The United States Life Insurance Company in the City of New York, and The Variable Annuity Life Insurance Company. Securities products are distributed by Corebridge Capital Services, Inc. Guarantees are based on the claims-paying ability of the issuing insurance company. This material is for educational purposes and not intended to provide financial, legal, fiduciary, accounting, or tax advice. Users can opt-out of the sale or sharing of personal information in compliance with the California Consumer Privacy Act.
Lollaly Lee, Bankers Life Agent
Lollaly Lee, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. Specializing in providing financial protection and retirement solutions, our team of experienced agents are dedicated to helping clients secure their future. With a focus on personalized service and tailored insurance plans, we strive to meet the individual needs of each customer. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.
Paulette Diaz, Bankers Life Agent
Paulette Diaz, Bankers Life Agent is a reputable insurance agency located at 9301 Corbin Avenue in Los Angeles, California, United States. Specializing in providing comprehensive insurance solutions, Paulette Diaz offers a wide range of insurance products to meet the individual needs of their clients. With a team of experienced professionals, they are dedicated to helping customers protect their assets and secure their financial future. Whether you are looking for life, health, or retirement insurance, Paulette Diaz, Bankers Life Agent is committed to providing personalized service and tailored insurance plans to fit your specific requirements. Contact them today to schedule a consultation and learn more about how they can help you achieve peace of mind and financial security.
Bijan Eshaghian, Agent - Bijan Eshaghian Insurance & Financial Services
Bijan Eshaghian, Agent at Bijan Eshaghian Insurance & Financial Services, located at 11738 Kiowa Avenue in Los Angeles, California, offers a wide range of financial and insurance services to meet the needs of individuals and businesses. With a focus on providing personalized and tailored solutions, Bijan Eshaghian is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or financial planning advice, Bijan Eshaghian Insurance & Financial Services is committed to providing exceptional service and expertise.
Smart Financial Management, Inc. - 90045
Smart Financial Management, Inc. is a reputable accounting, finance, and insurance agency located at 8939 South Sepulveda Boulevard in Los Angeles, California. With a commitment to providing top-notch financial services to individuals and businesses in the area, our team of experts is dedicated to helping clients achieve their financial goals. From tax planning and bookkeeping to investment strategies and insurance coverage, Smart Financial Management, Inc. offers a comprehensive range of services tailored to meet the unique needs of each client. Trust us to provide smart and efficient financial solutions to secure your financial future.
Lawrence Walker: Primerica - Financial Services
Lawrence Walker: Primerica - Financial Services is a reputable finance and insurance agency located at 6100 Center Drive in Los Angeles, California, United States. With a focus on providing top-notch financial services, including investment strategies, retirement planning, and insurance solutions, Lawrence Walker: Primerica is dedicated to helping clients achieve their financial goals. Their team of experienced professionals is committed to providing personalized guidance and support to ensure clients make informed decisions about their financial future. Trust Lawrence Walker: Primerica - Financial Services to help you secure a stable and prosperous financial future.
Guardian Life
Guardian Life is a reputable finance and insurance agency located at 3435 Wilshire Boulevard in Los Angeles, California. As a trusted institution, Guardian Life offers a wide range of financial services and insurance products to help individuals and businesses protect their assets and plan for the future. With a team of experienced professionals, Guardian Life is dedicated to providing personalized solutions and excellent customer service to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, Guardian Life is here to help you secure your financial future.
Minnesota Life
Minnesota Life is an insurance agency located at 3350 Wilshire Boulevard in Los Angeles, California. We specialize in providing a wide range of insurance products to individuals and families, including life insurance, disability insurance, and annuities. Our experienced agents are dedicated to helping our clients protect their financial future and provide peace of mind. Contact us today to learn more about our personalized insurance solutions.
Here Counseling
Here Counseling, located at 520 South Grand Avenue in Los Angeles, California, is a health institution dedicated to helping individuals overcome anxiety, depression, relationship issues, and traumatic experiences. Our therapists are committed to guiding clients towards a life filled with confidence, strength, vulnerability, clear decision-making, and effective emotional management. At Here Counseling, our therapists operate independently in a co-practicing community, ensuring that they are able to provide personalized and focused care to each client. Our therapists are dedicated professionals who prioritize your well-being and invest deeply in the help they offer.
Bowler Psychological Services
Bowler Psychological Services is a health institution located at 822 South Robertson Boulevard in Los Angeles, California. Our team is led by a New York State Licensed Psychologist and California State Licensed Psychologist, providing expert care and guidance to help you navigate life's challenges. Whether you are seeking support in transitioning into a sober life or adjusting to sobriety, our experienced doctors are here to help you shape change to your advantage. Remember, you have one life and you are your own investment. Choose Bowler Psychological Services for compassionate and effective mental health care.
Dr. Art Bowler, Psy.D., Clinical Psychologist. Psychological Services
Dr. Art Bowler, Psy.D., Clinical Psychologist offers psychological services at 822 South Robertson Boulevard in Los Angeles, California. As a New York and California State Licensed Psychologist, Dr. Bowler has extensive experience in helping individuals navigate life changes and challenges. Whether you are seeking support in transitioning into a sober life or adjusting to sobriety, Dr. Bowler can provide the guidance and expertise you need. Remember, you have one life and you are your own investment. Take control of your future and shape it to your advantage with the help of a trusted and experienced professional like Dr. Art Bowler.
L.A. Tech & Media Law Firm
L.A. Tech & Media Law Firm is a renowned institution located at 12121 Wilshire Boulevard in Los Angeles, California. Specializing in Intellectual Property & Technology Law, they offer legal and business counsel in digital and traditional publishing, contract negotiation, and IP due diligence. The firm excels in company formation, intellectual property protection, funding due diligence, and lean startup methodology. Led by attorney David Nima, Esq., the firm focuses on business disputes and litigation matters involving technology and innovation markets. With expertise in technology and intellectual property infringement, they offer a business-focused approach to litigation strategies tailored to each client's success.
Hickok & Kim, Inc.
Hickok & Kim, Inc. is a reputable institution located at 2202 South Figueroa Street in Los Angeles, California, United States. Specializing in financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. With a team of experienced professionals, Hickok & Kim, Inc. prides itself on providing personalized and tailored financial advice to help clients achieve their financial goals. Visit their office today to learn more about their services and how they can help you secure your financial future.
F N R A
F N R A is a leading health institution located at 512 Rose Avenue in Los Angeles, California, United States. Our dedicated team of healthcare professionals is committed to providing top-quality care and services to our patients. With a focus on holistic wellness and personalized treatment plans, we strive to help individuals achieve their health goals and improve their overall well-being. Visit us today to experience the exceptional care and support that F N R A has to offer.
Colombian Chamber of Commerce San Diego
The Colombian Chamber of Commerce San Diego is a health institution located at 16592 Cimarron Crest Drive in San Diego, California, United States. For over 20 years, the Chamber of Commerce has been publishing important news and events from the Consulate of Los Angeles and the Ministry of Foreign Affairs. Their goal is to disseminate relevant official information to their fellow Colombians. They provide useful links for their compatriots, including a direct link to the Consulate of Colombia in Los Angeles. In case of emergencies or inquiries, they encourage individuals to visit the official Consulate website or send questions to the designated email address. The institution does not handle appointments and does not have the means to facilitate them. They appreciate the visitors from other countries who access their page.
NEED Financial Services
NEED Financial Services is a reputable institution located in Los Angeles, California, specializing in accounting and finance services. Our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, our experienced professionals are here to assist you every step of the way. Visit us at 5220 Pacific Concourse Drive to learn more about how NEED Financial Services can help you achieve your financial goals.
The Education Trust—West
The Education Trust—West, located in Oakland, California, has been a leading advocate for educational equity in the state for over twenty years. Through research, policy solutions, and community engagement, they work to ensure that students of color receive the support and opportunities they need to succeed. The institution addresses the achievement gap that exists in schools and higher education, offering tools and services to help schools and districts create more equitable access to education. By collaborating with educators, policymakers, and communities, they strive to bring about systemic change in education policies and initiatives. The Education Trust—West believes in a California where all students, regardless of race or economic background, have bright futures and access to quality education. With offices in Oakland, Los Angeles, and Sacramento, as well as state offices in New York, Tennessee, and the Midwest, they are committed to dismantling the barriers that exist in the education system. Through the leadership of individuals like Karla Fernandez, who brings over 11 years of experience in social impact initiatives, the institution works towards advancing policies and practices that promote equity and justice in education. Join their community of advocates and be a part of changing the education system in California for the better.
EP Wealth Advisors
EP Wealth Advisors, located at 3 Lagoon Drive in Redwood City, California, is a finance and insurance agency dedicated to helping clients achieve their financial goals. As independent financial advisors, they offer a planning-based approach to address each client's unique needs and objectives. With a fee-only approach, they provide objective investment recommendations. Their team of CFPs, tax and estate professionals, and portfolio managers work together to create personalized financial plans for clients, managing changes to investment portfolios and implementing estate, tax, and giving plans. Regular portfolio reviews and updates ensure clients are informed of their progress and any life changes. With a wide range of wealth management services and a local presence across the U.S., EP Wealth Advisors is committed to serving clients at their convenience. Recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles, EP Wealth Advisors offers a personalized touch and deep expertise to help clients focus on what's important to them.
EP Wealth Advisors
EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.
DLC Inc
Located at 655 Montgomery Street in San Francisco, California, DLC Inc is a leading professional services firm specializing in accounting and finance. With a focus on helping companies drive transformation and growth, DLC offers flexible and efficient on-demand execution of financial projects. As a $160 million leader in solid and liquid containment business process redesign, DLC has a proven track record of delivering results. Within just 8 weeks of starting a project, DLC presents detailed recommendations to the Board of Directors, enabling them to make critical business decisions.
Merrill Lynch Financial Advisor Dahn Lincoln
Merrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.
Pathway Financial Services, LLC
Pathway Financial Services, LLC is a reputable finance institution located at 13101 Washington Boulevard in Los Angeles, California. As a trusted financial services provider, Pathway offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Pathway is dedicated to providing personalized and expert advice to help clients navigate the complexities of the financial world. Whether you need assistance with investments, retirement planning, or wealth management, Pathway Financial Services, LLC is committed to helping you secure a stable financial future.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.
Satori Wealth Management, Inc.
Satori Wealth Management, Inc. is a prestigious finance institution located at 12100 Wilshire Boulevard in Los Angeles, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing exceptional service and tailored solutions, Satori Wealth Management, Inc. is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Austin Financial Services
Austin Financial Services is a reputable finance institution located at 11150 Santa Monica Boulevard in Los Angeles, California. With a focus on providing top-notch financial services to individuals and businesses, Austin Financial Services offers a wide range of services including investment management, retirement planning, estate planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Austin Financial Services can assist you with your financial needs.
Michael R. Lampert, Chartered Financial Consultant
Michael R. Lampert, Chartered Financial Consultant, located at 1990 South Bundy Drive in Los Angeles, California, is a finance institution specializing in retirement planning and investment services. Michael Lampert is a Certified Retirement Counselor, providing secure and confidential financial advice and solutions. He offers products and services through PRB Insurance and Financial Services for insurance and financial needs, as well as through Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services (AAS) for securities, investments, and investment advisory services. AIC and AAS are independent entities not affiliated with PRB Insurance and Financial Services. Clients can trust Michael Lampert's expertise and professionalism in helping them plan for a secure financial future.
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