Investment advisory firms in Los Angeles, California
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Jason Fernandez - Morgan Stanley
Jason Fernandez - Morgan Stanley is a renowned financial institution located at 21650 West Oxnard Street in Los Angeles, California. As a branch of Morgan Stanley, one of the leading global financial services firms, Jason Fernandez provides a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Jason Fernandez - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Jason Fernandez - Morgan Stanley is committed to providing personalized solutions and expert advice to meet your financial needs.
Merrill Lynch Private Wealth Advisor Jordan Friedman
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.
Franklin Mohri
Franklin Mohri is a reputable finance institution located at 11835 West Olympic Boulevard in Los Angeles, California, United States. With a strong focus on providing top-notch financial services to its clients, Franklin Mohri is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals through personalized and innovative solutions. With a team of experienced professionals, Franklin Mohri is dedicated to delivering exceptional service and building long-lasting relationships with its clients.
Rosen Capital Management
Rosen Capital Management is a prestigious finance institution located at 11835 West Olympic Boulevard in Los Angeles, California, United States. With a reputation for excellence in financial management and investment strategies, Rosen Capital Management offers a wide range of services to help clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced team at Rosen Capital Management is dedicated to providing personalized solutions tailored to your unique needs. Trust in Rosen Capital Management to help you navigate the complex world of finance and secure a prosperous future.
Antonious and Associates Tax Consultants INC
Antonious and Associates Tax Consultants INC is a leading accounting and finance institution located at 2301 Rosecrans Avenue, El Segundo, California, United States. Our dedicated team is committed to providing superior, personalized tax and accounting services to meet the unique needs of each client. We stay up-to-date on the latest developments in our fields of expertise to assist clients in achieving their financial goals. Our services include bookkeeping, tax planning, new business advisory, and more. Whether you are a new or established business, small or mid-sized, you can expect personalized support and exceptional service from our team. We also offer tax preparation services for individuals, ensuring accurate calculations and quick refunds.
Smiley's Income Tax Services
Smiley's Income Tax Services is a trusted institution located at 9140 South Gramercy Place in Los Angeles, California. Specializing in accounting, finance, and real estate services, we are dedicated to providing our clients with expert guidance and support in managing their financial affairs. With a team of experienced professionals, we offer a range of services including tax preparation, financial planning, and real estate transactions. Whether you are an individual or a business owner, Smiley's Income Tax Services is here to help you navigate the complexities of the financial world and achieve your goals. Visit us today to see how we can assist you in reaching your financial aspirations.
Kaufmann Advisors
Kaufmann Advisors is a leading accounting and finance institution located at 601 South Figueroa Street in Los Angeles, California. Specializing in strategic tax advice and planning for business owners, Kaufmann Advisors offers a wide range of tax services, including planning, preparation, and compliance. Unlike traditional CPA firms, Kaufmann Advisors focuses on tax planning and support throughout the year to ensure that clients receive a return on investment from their services. In addition to tax services, Kaufmann Advisors also provides comprehensive accounting support for businesses, including QuickBooks setup, monthly bookkeeping, and CFO services. By offering forward-looking CFO services, Kaufmann Advisors helps businesses maximize their potential, pay less taxes, and reach their goals faster.
Artists Business Management Group - San Diego
The Artists Business Management Group - San Diego, located at 5973 Avenida Encinas, Carlsbad, California, is a premier accounting and finance institution serving entertainment professionals in the Los Angeles area for over 30 years. Specializing in tax, estate, financial, and investment guidance, ABMG offers customized plans to ensure financial health and stability for clients in the entertainment and artist industry. Led by Larry Lerner, the experienced team at ABMG provides industry-leading consulting, tax, and advisory services, as well as assistance with IRS representation, business restructuring, estate planning, bookkeeping, retirement planning, and IRS audit mediation. With a commitment to high-quality work and accurate results, ABMG is dedicated to helping clients achieve financial success and security in a rapidly changing business landscape. Visit our offices in Woodland Hills, Carlsbad, and Thousand Oaks for expert financial services tailored to your needs.
Asena Advisors (Encino)
Asena Advisors is a reputable finance institution located in the heart of Los Angeles, California. Situated at 16830 Ventura Boulevard in Encino, this institution provides expert financial advice and guidance to individuals and businesses looking to manage their wealth and investments effectively. With a team of experienced advisors, Asena Advisors is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment strategies, retirement planning, or wealth management services, Asena Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust Asena Advisors to help you navigate the complex world of finance and make informed decisions to grow and protect your assets.
Alexander Hanson, Inc.
Alexander Hanson, Inc. is a renowned accounting and finance institution located at 20700 Ventura Boulevard in Los Angeles, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax planning and preparation to investment advice and financial consulting, Alexander Hanson, Inc. is dedicated to helping their clients achieve their financial goals. With a strong reputation for excellence and integrity, they are a trusted partner for all your accounting and finance needs.
Artists Business Management Group - Woodland Hills
Located in Woodland Hills, California, the Artists Business Management Group (ABMG) has been a trusted provider of accounting services for entertainment professionals for over 30 years. Specializing in tax, estate, financial, and investment guidance, ABMG prides itself on offering personalized and comprehensive plans to help clients achieve financial success. Led by founder Larry Lerner, the team at ABMG consists of industry experts who are dedicated to providing top-notch consulting, tax, and advisory services to clients in the entertainment and artist industry. From tax planning and preparation to estate and trust management, ABMG offers a wide range of services to help clients navigate the complexities of financial management. With a commitment to accuracy and quality, ABMG is the go-to firm for all your business and personal financial needs. Visit us at our Woodland Hills location or reach out to us at our other offices in Carlsbad and Thousand Oaks.
H&R Block
H&R Block is a trusted accounting and finance institution located at 19371 Saticoy Street in Los Angeles, California. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial planning. Whether you need assistance with filing your taxes or managing your finances, H&R Block's team of professionals is here to help you achieve your financial goals.
Veronica's Professional Services/VEE'S Professional Services
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.
the meridian group
The Meridian Group is a leading accounting and finance institution located at 3435 Wilshire Boulevard in Los Angeles, California. With a strong reputation for excellence and professionalism, The Meridian Group offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and assistance, ensuring that their clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, The Meridian Group is here to help. Contact them today to learn more about how they can assist you with your financial needs.
HCVT Westlake Village
HCVT Westlake Village is a leading accounting and finance institution located at 3011 Townsgate Road in Westlake Village, California. With over 20 years of experience serving the San Fernando Valley, HCVT is the second largest CPA firm in the area. The Westlake Village office offers tax, audit, assurance, and mergers & acquisitions services to private companies, closely-held businesses, and public companies. Specializing in industries such as real estate, affordable housing, private equity, and more, our team provides comprehensive tax services, including planning, compliance, and estate and trust services. Our commitment to excellence and continuous learning has earned us numerous industry accolades, showcasing our dedication to client service and employee-centric culture. Visit our office in Suite 400 to experience our expertise firsthand.
Panteon Consulting Group
Panteon Consulting Group is a leading accounting and finance institution located at 21220 Erwin Street in Los Angeles, California. Our team of experienced professionals provides expert financial advice and services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Panteon Consulting Group to help you achieve your financial goals and secure a prosperous future.
Baker Tilly US, LLP
Baker Tilly US, LLP is a leading accounting and finance institution located at 6320 Canoga Avenue, Los Angeles, California, United States. We specialize in securing organizations through a practical approach to vulnerability management, including small capital projects in audit plans. Our expertise extends to U.S. labor trends, fair pay, equity, and transparency. We have launched an end-to-end compliance solution for prevailing wage and apprenticeship requirements in the Inflation Reduction Act. Our team looks beyond the obvious to provide innovative solutions for managing cybersecurity and data governance risks. We offer services to move your strategy forward in areas such as IRA, ESG, and cybersecurity.
Bright Tax Consulting Services
Bright Tax Consulting Services is a top-rated accounting and finance institution located in the heart of Los Angeles, California. Our team of experienced professionals specializes in providing expert tax advice and financial planning services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or investment strategies, our dedicated team is here to help you navigate the complex world of finance. Visit us at 9315 Collett Avenue to experience our personalized and attentive service firsthand.
Services Unlimited
Services Unlimited is a leading accounting and finance institution located at 2739 Pepper Avenue in Los Angeles, California. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, our experts are dedicated to providing personalized solutions to meet our clients' needs. Whether you are looking for assistance with bookkeeping, budgeting, or investment strategies, Services Unlimited is here to help you achieve your financial goals. Contact us today to learn more about how we can support you in navigating the complexities of the financial world.
jpmorgan prime inc
Welcome to JPMorgan Prime Inc., your trusted partner in financial services located in the heart of Los Angeles. Situated at 204 Hampton Drive, Los Angeles, California 90291, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to guiding you through the complexities of financial management, investment strategies, and wealth planning. At JPMorgan Prime Inc., we pride ourselves on our commitment to excellence, integrity, and personalized service. Whether you're an individual seeking to grow your wealth or a business aiming to optimize financial performance, we are here to help you achieve your financial goals. Visit us today and discover how we can support you on your financial journey.
Livingstone Partners
Welcome to Livingstone Partners, your trusted financial advisory firm located in the heart of Manhattan Beach, California. Situated at 1300 Highland Avenue, we are committed to providing exceptional financial services to our clients in the vibrant community of Manhattan Beach and beyond. At Livingstone Partners, we specialize in a wide range of financial solutions tailored to meet the unique needs of individuals, families, and businesses. Our team of experienced financial advisors is dedicated to helping you navigate the complexities of financial planning, investment management, and wealth preservation. Whether you're looking to grow your assets, plan for retirement, or secure your financial future, Livingstone Partners is here to support you every step of the way. Visit us today to discover how we can help you achieve your financial goals with personalized, professional service.
Kaja and Associates
Welcome to Kaja and Associates, your trusted partner in finance located in the heart of Los Angeles. Situated at 5250 West Century Boulevard, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of each client. With a commitment to integrity, expertise, and personalized service, Kaja and Associates offers a comprehensive range of solutions including financial planning, investment management, tax advisory, and business consulting. Our team of seasoned professionals brings a wealth of experience and a deep understanding of the financial landscape, ensuring that you receive the guidance necessary to achieve your financial goals. Whether you're an individual seeking to secure your financial future, a business aiming to optimize your financial performance, or an investor looking for strategic advice, we are here to support you every step of the way.
Augustus Wealth
Welcome to Augustus Wealth – Your Partner in Financial Success Located at 350 Main Street, Seal Beach, California, Augustus Wealth is a premier financial consulting and wealth management firm dedicated to empowering professionals with equity compensation, particularly those in the tech, space, and related industries. Our mission is to modernize financial planning and portfolio management, helping you unlock the full potential of your equity and achieve your financial goals.
Cusp Real Estate
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.
Laura Mattick
Welcome to Laura Mattick Real Estate Agency, your trusted partner in finding the perfect home or investment property in Los Angeles. Conveniently located at 7131 West Manchester Avenue, Los Angeles, California, our agency is dedicated to providing exceptional service and expert guidance in the dynamic real estate market of Los Angeles. At Laura Mattick Real Estate, we understand that buying or selling a property is a significant life decision. Our team of experienced real estate professionals is committed to making the process as smooth and stress-free as possible. Whether you're a first-time homebuyer, looking to invest, or seeking to sell your property, we tailor our services to meet your unique needs and goals.
Novak-Schultz Real Estate Group-COMPASS
Welcome to the Novak-Schultz Real Estate Group-COMPASS, your premier real estate agency located in the heart of Hermosa Beach, California. Situated at 1221 Hermosa Avenue, we proudly serve the vibrant community of Hermosa Beach and its surrounding areas with dedication and expertise in the real estate and finance sectors. Our team is committed to providing exceptional service and personalized attention to each of our clients. Whether you are buying, selling, or investing in property, our experienced professionals are here to guide you every step of the way. We leverage our extensive knowledge of the local market and our affiliation with leading real estate professionals, courtesy of renowned firms such as Sotheby's International Realty, Integrity Realtors Inc., and eXp Realty of Greater Los Angeles, among others.
CRESTICO
Welcome to CRESTICO, your trusted partner in finance and real estate located at 11483 Jefferson Boulevard, Culver City, California. As a premier real estate and mortgage brokerage firm, we are dedicated to empowering independent professionals with the autonomy and cutting-edge resources they need to excel in today's competitive market. At CRESTICO, we foster a supportive and collaborative community where professionals work together to achieve success. Our comprehensive services cover both residential and commercial real estate, offering a wide array of options including real estate listings, homes for sale, apartments, houses for rent, and detailed property records. We also provide valuable insights into school and neighborhood information to help you make informed decisions.
CRESTICO
Welcome to CRESTICO, your premier finance and real estate agency located in the heart of Inglewood, California. Situated at 531 Arbor Vitae Street, CRESTICO is your trusted partner for all your residential and commercial real estate needs. As a full-service real estate and mortgage brokerage firm in Los Angeles, we pride ourselves on empowering independent professionals with the autonomy to manage their own businesses while providing the latest resources and tools to help close more deals. At CRESTICO, we foster a supportive and collaborative culture where professionals thrive and succeed together. Our extensive services include finding real estate listings, homes for sale, apartments, houses for rent, and providing detailed property, school, and neighborhood information to help you make informed decisions.
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