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TOP 30 Investment banking in Rolling Hills Estates, CA
16 results found
Search for local businesses, places and services near you
Pacific Premier Bank
Pacific Premier Bank is a full-service financial institution located at 82 Peninsula Center in Rolling Hills Estates, California. As a trusted bank in the community, we offer a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to providing personalized and high-quality service, Pacific Premier Bank is dedicated to helping individuals and businesses achieve their financial goals.
First Foundation Bank
Welcome to First Foundation Bank, located at 36 Malaga Cove Plaza, Palos Verdes Estates, California 90274. As a trusted provider in the banking and finance industry, our Palos Verdes Estates branch is dedicated to offering personalized and comprehensive financial services to meet your unique needs. Whether you're seeking deposit and loan products, investment and advisory services, or trust and insurance solutions, First Foundation Bank has you covered. As a Member FDIC and Equal Housing Lender, we ensure your banking experience is secure and reliable. Our team of experts, including those from First Foundation Advisors, an SEC-Registered Investment Advisor, is here to guide you with tailored investment strategies and financial advice. Additionally, our First Foundation Insurance Services, holding license number #0H38553, offers a range of insurance solutions to protect your assets and loved ones.
U.S. Bank Branch
Welcome to the U.S. Bank Branch located at 507 Silver Spur Road in the beautiful Rolling Hills Estates, California. As a trusted name in banking and finance, we are committed to providing our community with exceptional financial services and personalized customer care. Our team of experienced professionals is here to assist you with a wide range of services, including personal and business banking, loans, mortgages, investment advice, and more. Whether you are looking to open a new account, apply for a loan, or seek financial guidance, we are dedicated to helping you achieve your financial goals. Visit us today and experience the convenience and reliability of banking with U.S. Bank. Your financial well-being is our top priority, and we look forward to serving you.
Chase Bank
Welcome to Chase Bank in Rolling Hills Estates Located at 828 Silver Spur Road, Rolling Hills Estates, California, Chase Bank is your trusted partner in banking, finance, and beyond. As a leading financial institution, we offer a comprehensive range of services designed to meet your personal and business needs.
U.S. Bank – Wealth Management Banker: Nestor Jimenez
Welcome to U.S. Bank – Wealth Management Banker: Nestor Jimenez, your trusted partner in finance located in the heart of Rolling Hills Estates, California. Situated at 507 Silver Spur Road, our office is dedicated to providing personalized wealth management solutions tailored to meet your unique financial goals. With Nestor Jimenez at the helm, who brings years of expertise and a deep commitment to client success, we offer a comprehensive suite of services designed to help you navigate the complexities of financial planning. Whether you are looking to grow your investments, plan for retirement, or secure your family's financial future, Nestor and his team are here to guide you every step of the way.
Chase Bank
Welcome to Chase Bank in Rolling Hills, California Located conveniently at 27319 Hawthorne Boulevard, Rolling Hills, CA 90274, Chase Bank is your trusted partner for all your financial needs. As a leading provider of banking, ATM, and financial services, we are committed to offering personalized solutions to help you manage your finances effectively.
Wells Fargo Bank
Welcome to Wells Fargo Bank, conveniently located at 27440 Hawthorne Boulevard in the beautiful Rolling Hills Estates, California. As a trusted leader in the banking and financial services industry, we are committed to providing you with exceptional customer service and a comprehensive range of financial solutions tailored to meet your needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our knowledgeable staff is here to assist you every step of the way. Our branch offers a full suite of personal and business banking services, including savings and checking accounts, credit cards, mortgages, and investment opportunities.
East West Bank
Welcome to East West Bank, located at 27421 Hawthorne Boulevard, Rolling Hills Estates, California. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, we began as a community bank dedicated to supporting immigrants who were often overlooked by mainstream financial institutions. Our rich heritage is celebrated in "The Bridge," a documentary by the East West Bank Foundation, highlighting five decades of perseverance and success within the AAPI community in pursuit of the American dream. At East West Bank, we are proud to have rising star Rose Zhang as our brand and cultural ambassador. Her achievements underscore the importance of a robust foundation in driving excellence and results.
Bank of America (with Drive-thru ATM)
Welcome to Bank of America, conveniently located at 27411 Hawthorne Boulevard in the beautiful community of Rolling Hills Estates, California. As a leading financial institution, we are dedicated to providing exceptional banking services to meet all your financial needs. Our branch offers a wide range of services including personal and business banking, loans, credit cards, and investment solutions. For added convenience, we feature a drive-thru ATM, allowing you to access your accounts and perform transactions quickly and easily without leaving your vehicle. Whether you're looking to open a new account, apply for a loan, or simply manage your finances, our friendly and knowledgeable staff are here to assist you. Visit us today and experience the quality service and support that Bank of America is known for. Your financial success is our priority.
First Foundation Bank
Welcome to First Foundation Bank, your trusted financial partner located at 4A Peninsula Center, Rolling Hills Estates, California. Our Rolling Hills Estates branch is dedicated to providing exceptional banking and financial services tailored to meet your needs. As a Member FDIC and Equal Housing Lender, we offer a wide range of deposit and loan products designed to help you achieve your financial goals. In addition to our banking services, First Foundation Advisors, an SEC-Registered Investment Advisor, provides expert investment and advisory services to help you manage and grow your wealth. Our trust and insurance services are also available through First Foundation Bank, with First Foundation Insurance Services holding the license number #0H38553.
Merrill Lynch Financial Advisor Dominic Morris
Merrill Lynch Financial Advisor Dominic Morris is a finance institution located at 608 Silver Spur Road, Rolling Hills Estates, California, United States. Specializing in wealth management, Morris helps clients create personalized strategies tailored to their financial goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Morris works with clients to develop approaches designed to address their financial needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Morris gains a deeper understanding of his clients' goals and preferences to customize financial plans accordingly. As life and goals change, Morris helps clients adjust their financial approach to reflect these changes and stay on track towards achieving what matters most to them. With a focus on building a one-on-one relationship and providing personalized investment strategies, Morris strives to help clients navigate the complexities of their financial lives and pursue their goals. As a registered financial advisor in multiple states, Morris emphasizes the importance of understanding the risks involved in investing and encourages clients to consult with legal and tax advisors before making financial decisions. By offering a range of services including brokerage, investment advisory, and financial planning, Morris aims to empower clients to live their best financial lives.
Merrill Lynch Financial Advisor Ariana Hakami
Merrill Lynch Financial Advisor Ariana Hakami, located at 608 Silver Spur Road, Rolling Hills Estates, California, is dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Ariana Hakami prioritizes understanding your priorities and aspirations to help you pursue financial success. By participating in the community and volunteering with local organizations, she demonstrates a commitment to serving clients beyond financial advice. Through personalized wealth management strategies and the Merrill Personal Wealth Analysis™, she aims to build a plan centered on your goals and evolving priorities. By utilizing the Investment Personality Assessment and regularly reviewing your financial approach, Ariana Hakami helps you navigate life changes and market fluctuations to stay on track towards achieving your goals. With a focus on providing comprehensive financial solutions and personalized investment strategies, Merrill Lynch Wealth Management Advisors like Ariana Hakami are dedicated to helping you address your financial needs and pursue your goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 608 Silver Spur Road in Rolling Hills Estates, California, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch can assist clients in navigating through both rising and turbulent markets, providing guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch's advisors are dedicated to client satisfaction, taking the time to understand each client's personal and professional goals in order to create customized financial strategies designed to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch also supports the communities in which they operate, giving back to local organizations and causes.
Eva Ovejero - Alex Brown, a division of Raymond James
Eva Ovejero - Alex Brown, a division of Raymond James, located at 608 Silver Spur Road in Rolling Hills Estates, California, is a finance institution dedicated to managing wealth with a focus on the future. With expertise in today's global economy, the team works closely with clients and their professional advisors to create comprehensive wealth management plans that optimize wealth utilization and ensure its longevity for future generations. The institution offers personalized services, support, and guidance to help clients achieve their financial goals. Whether it's building a lakeside home or supporting a daughter's business venture, a well-conceived financial plan is essential for success. Whether the goal is growth, income generation in retirement, or wealth preservation, confidence in the financial plan is crucial for asset investment.
Merrill Lynch Financial Advisor Tom Mayea
Merrill Lynch Financial Advisor Tom Mayea, located at 608 Silver Spur Road in Rolling Hills Estates, California, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on retirement planning and personalized wealth analysis, Tom Mayea and his team work closely with individuals, families, and business owners to build customized financial plans tailored to their specific needs and goals. Specializing in helping clients achieve financial independence and navigate the complexities of successful business ownership, the institution offers lending services through Bank of America and a personalized approach to wealth management. With a background in economics and over a decade of experience, Tom Mayea is dedicated to providing targeted financial advice and professional integrity to help clients achieve their financial dreams. Fluent in English and Spanish, Tom Mayea also values spending time with family and friends, enjoying activities such as golfing, snowboarding, and traveling. By focusing on each client's unique goals and priorities, Merrill Lynch Wealth Management Advisors work to create customized investment approaches that address changing needs and market fluctuations, helping clients stay on track to achieve their financial objectives.
Merrill Lynch Financial Advisor Adam Zahn
Merrill Lynch Financial Advisor Adam Zahn, located at 608 Silver Spur Road in Rolling Hills Estates, California, is a finance institution dedicated to helping clients achieve their financial goals. With a personalized approach to financial planning, the team at Merrill Lynch works with clients to develop strategies tailored to their individual needs and priorities. By combining the investment insights of Merrill with the banking convenience of Bank of America, clients have access to a wide range of resources to help them plan for their financial future. The Zahn-Morris Team at Merrill Lynch believes in putting clients first, focusing on building strong relationships based on trust and personalized service. Through the Investment Personality Assessment, the team gains a deeper understanding of each client's unique investing preferences and goals, allowing them to customize a financial approach that aligns with what matters most to the individual. By regularly reviewing and adjusting the financial strategy as needed, the team helps clients stay on track towards their goals in the face of changing market conditions and life circumstances.
List of local businesses, places and services in California
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