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TOP 30 Investment advisory in Torrance, CA
15 results found
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David Rae, Certified Financial Planner, Accredited Investment Fiduciary
David Rae, Certified Financial Planner and Accredited Investment Fiduciary, is located at 19191 Vermont Avenue in Torrance, California. Specializing in finance, David Rae aims to guide individuals towards a happier, healthier, and wealthier retirement. As a Los Angeles Financial Planner, David Rae offers personalized financial advice to help clients make smarter decisions and stay on track for their financial goals. With over 20 years of experience, David Rae is dedicated to simplifying the financial planning process and ensuring his clients are well-positioned for prosperity. As a proud recipient of the Investopedia Top 100 Financial Advisors in America award for six consecutive years, David Rae has also been featured in various media outlets, including The Today Show and Forbes. Whether it's retirement planning, tax planning, or investment strategies, David Rae is committed to helping clients live a better life now and in the future. With a focus on financial freedom and tax planning, David Rae offers expert advice and guidance to clients throughout California and beyond. Advisory services are provided by DRM Wealth Management LLC, a registered investment advisor.
Larry Takahashi Financial Services
Larry Takahashi Financial Services is a finance institution located at 3812 Sepulveda Boulevard in Torrance, California, United States. We specialize in retirement planning strategies and investment management for individuals looking to address their retirement concerns and priorities. Our dedicated team is committed to providing personalized financial strategies that consider all aspects of your life, offering guidance, clarity of thought, and expertise to help you achieve a more secure financial future. Our comprehensive advisory process is tailored to uncover what matters most to you, both personally and financially, in order to create the best long-term plan possible. Securities are offered through Grove Point Investments, LLC, member FINRA/SIPC, and investment advisory services are provided by Grove Point Advisors, LLC. Larry Takahashi Financial Services is not affiliated with Grove Point Financial, LLC or its subsidiaries.
Davidson Financial Planing
Davidson Financial Planning, located at 2790 Skypark Drive in Torrance, California, is a finance institution dedicated to helping clients clarify and define their financial goals. With a mission to recommend solutions that fit individual needs, deliver timely information, and explain how changing financial conditions affect clients, Davidson Financial Planning aims to monitor financial progress and provide valuable insights. The institution's website offers a range of educational resources, including videos, articles, and calculators, to help clients better understand financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. Todd Davidson, a Registered Representative, offers securities and advisory services through Osaic Wealth, Inc., a registered broker-dealer and investment advisor. Insurance services are also available independently of Osaic Wealth, Inc.
Confidence Wealth Management
Confidence Wealth Management is a comprehensive finance institution located at 21250 Hawthorne Boulevard, Torrance, California, United States. Our interdisciplinary team of skilled professionals collaborates diligently to ensure your financial success. We cater to individuals and families looking to protect their wealth, maximize potential, and create legacies for future generations. Our exclusive wealth strategies are tailored for business owners, entrepreneurs, and owner-operators. Whether you are thinking of exiting or selling your company, our personalized solutions support your business at every stage, including life beyond ownership. Our guidance is custom-tailored to maximize possibilities and navigate challenges by addressing financial, tax, investment, and legal needs from all angles. We examine your full financial picture, including personal and emotional components of wealth management, to transform your future.
Moran Heising & McElravey, LLC
Moran Heising & McElravey, LLC is a finance institution located at 21250 Hawthorne Boulevard in Torrance, California, United States. The team at Moran Heising & McElravey, LLC includes Richard P. Moran, CFP®, Paul Heising, MBA, CFP®, Lisa McElravey, CFP®, and Robert H. Sowder, CFS®, AIF®. They offer securities and advisory services through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Please note that Cetera is under separate ownership from any other named entity. This institution operates within the United States and is registered to conduct business with residents of specific states and jurisdictions. Securities and advisory services are offered through Cetera Advisor Networks LLC, which also does insurance business in California as CFGAN Insurance Agency. Individuals affiliated with Moran Heising & McElravey, LLC may offer brokerage services with transaction-based compensation, investment advisory services with fees based on assets, or both. To learn more about the background of this investment professional, please visit their website.
Ocean Park Advisors LLC
Ocean Park Advisors LLC is a finance institution located at 21081 South Western Avenue in Torrance, California. With a focus on providing expert financial advisory services, Ocean Park Advisors LLC helps clients navigate complex financial transactions and achieve their investment goals. The team of experienced professionals at Ocean Park Advisors LLC is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to buy, sell, or invest in a business, Ocean Park Advisors LLC is committed to helping you make informed decisions and maximize your financial success.
Actuarial Consultants, Inc.
Actuarial Consultants, Inc. is a leading institution located at 2377 Crenshaw Boulevard in Torrance, California, specializing in accounting and finance services. As part of the Retirement & Investment Solutions Practice of CBIZ, Inc., our team of professionals offers a wide range of investment advisory, actuarial, and administration services to both institutional and private clients. Whether you require assistance with retirement planning, investment advisory, defined benefit administration, defined contribution administration, or retiree readiness services, our experienced team is here to help. Investment advisory services are provided through CBIZ Investment Advisory Services, LLC, while third party administration, actuarial, and other consulting services are offered through CBIZ Benefits & Insurance Services, Inc. No matter what your financial needs may be, our dedicated team is always ready to assist you. Connect with one of our experts today to learn more about how we can help you achieve your financial goals.
Robin Morishita - Financial Advisor, Ameriprise Financial Services, LLC
Robin Morishita is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 21515 Hawthorne Boulevard in Torrance, California. With a focus on helping clients achieve their financial goals, Robin provides personalized financial planning and investment advice tailored to each individual's needs. With years of experience in the finance industry, Robin is committed to providing top-notch service and guidance to help clients secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Robin Morishita is here to help you every step of the way.
Endeavor Advisors, LLC: Ajay Vadukul
als and families from all walks of life to help them achieve their financial goals and secure their futures. At Endeavor Advisors, LLC, located in Torrance, California, we believe in providing personalized financial planning services to help our clients build a secure and prosperous future. Led by Ajay Vadukul and his team of experienced financial advisors, we are dedicated to helping you make informed decisions about your finances and investments.
Rosenwald Capital Management
Rosenwald Capital Management is a leading finance institution located at 123 West Torrance Boulevard in Redondo Beach, California, United States. Our team of experienced professionals is dedicated to providing top-tier financial services to our clients, including investment management, wealth planning, and retirement strategies. With a focus on personalized solutions and exceptional customer service, Rosenwald Capital Management is committed to helping our clients achieve their financial goals and secure their financial future.
Connie Horstkotte
Connie Horstkotte is a finance institution located at 3838 West Carson Street, Torrance, California, United States. Connie Horstkotte is not just a financial planner, but also a trusted resource and advisor for her clients. With a focus on building wealth and planning for retirement, Connie helps clients develop financial literacy and establish strong relationships. She believes in ongoing financial planning to address life's important events and reduce uncertainty about the future. Securities and investment advisory services are offered through Osaic Wealth, Inc., while certain insurance products are offered by Connie Horstkotte as a licensed agent. Contact Connie Horstkotte for a free one-hour consultation to start planning for your financial future and influencing your quality of life.
Connors Group Financial Services
Connors Group Financial Services is a reputable institution located at 25500 Hawthorne Boulevard in Torrance, California, United States. Our office is conveniently situated on the corner of Hawthorne Blvd. and Rolling Hills Rd., with ample parking available in the back. Suite 2145, located on the top floor, can be easily identified by the glass-doored hallway leading to the last door on the left. At Connors Group, we prioritize the security and confidentiality of your information, ensuring that all data submitted is transmitted via a secure connection. We offer a range of securities and advisory services through LPL Financial, a registered investment advisor, while emphasizing our commitment to professionalism and integrity in all client interactions.
Zambriski-Polson Wealth Advisors
Zambriski-Polson Wealth Advisors is a boutique wealth management firm located at 2355 Crenshaw Boulevard in Torrance, California. Specializing in high-touch service, our team of Financial Advisors provide personalized investment management services using a state-of-the-art wealth management platform. Our PIM Portfolio Managers offer discretionary, active portfolio management for clients with a minimum account size of $50,000. We work on a fee-based relationship basis and strive to deliver a customized client experience tailored to individual financial goals. As an independent wealth management company, we utilize advanced technology and tools to provide top-quality service to our clients. Please note that our services are only available to residents of certain states and we recommend reviewing our advisory disclosure document for a full description of our services. Securities-related services may not be provided to individuals residing in states not listed above. For international clients, please be aware that our services may be subject to restrictions depending on your country of residence. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that by clicking on certain links, you may be leaving the Wells Fargo website and entering a third-party site with its own privacy and security policies. We recommend reviewing these policies before proceeding. Thank you for considering Zambriski-Polson Wealth Advisors for your financial needs.
The Equitas Group - Morgan Stanley
The Equitas Group - Morgan Stanley is a leading financial institution located at 21250 Hawthorne Boulevard in Torrance, California, United States. Specializing in finance, they offer a wide range of services including investment banking, wealth management, and advisory services. With a strong reputation for excellence and expertise in the industry, The Equitas Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their future.
Douglas Borstel - Thrivent
Douglas Borstel - Thrivent is a finance institution located at 3820 Del Amo Boulevard, Torrance, California, United States. They are licensed in multiple states including CA, CO, ID, OR, TX, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They emphasize that they do not provide legal, accounting, or tax advice and encourage clients to consult their own professionals for such matters. For more information on their services and professionals, visit their website or FINRA's Broker Check.
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