Investment insights in Beverly Hills, California
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Merrill Lynch Financial Advisor Michaela M Catlin
● ClosedMerrill Lynch Financial Advisor Michaela M Catlin, located at 9560 Wilshire Boulevard in Beverly Hills, California, is dedicated to helping clients manage their wealth through personalized strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michaela Catlin works to understand each client's goals and priorities, offering tailored financial approaches to help them achieve their aspirations. By focusing on building relationships and understanding each client's unique financial situation, Michaela Catlin aims to provide comprehensive financial solutions that address their needs and help them pursue their goals. With a commitment to ongoing communication and support, clients can feel confident that their financial approach will adapt to changes in their life and the market. As a Certified Financial Planner, Michaela Catlin is registered to do business in multiple states, offering expertise in wealth management and investment strategies. With a focus on personalized service and a deep understanding of each client's individual needs, Merrill Lynch Financial Advisor Michaela M Catlin provides a comprehensive approach to financial planning and wealth management.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Edward Shim
● ClosedMerrill Lynch Financial Advisor Edward Shim, located at 9560 Wilshire Boulevard, Beverly Hills, California, is dedicated to helping clients manage their wealth by creating personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Edward Shim offers a comprehensive approach to wealth management. By participating in the community and volunteering with local organizations, he demonstrates a commitment to serving his clients and their unique needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Edward Shim works to understand his clients' goals, priorities, and investing preferences in order to develop a customized financial plan. With a focus on building long-term relationships, he helps clients navigate life changes and market fluctuations to achieve their financial aspirations. Whether planning for retirement, saving for education, or transferring wealth to future generations, Edward Shim provides guidance and support every step of the way. By staying informed and regularly reviewing goals and progress, he ensures that clients' financial approaches remain aligned with their evolving needs. With a mission to understand and prioritize what matters most to each client, Edward Shim offers a personalized and proactive approach to wealth management, helping clients turn their goals into reality.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Sagient
● ClosedSagient is a reputable finance and insurance agency located at 8383 Wilshire Boulevard in the heart of Beverly Hills, California. With a team of experienced professionals, Sagient offers a wide range of financial services and insurance products to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Sagient is dedicated to providing top-notch services and personalized solutions to help you achieve your financial goals. Visit Sagient today and let their experts guide you towards a secure and prosperous future.
8383 Wilshire Blvd Suite 600, Beverly Hills, CA 90211, United States -
Merrill Lynch Financial Advisor Nicholas (Nick) Childers
● ClosedMerrill Lynch Financial Advisor Nicholas (Nick) Childers is located at 9560 Wilshire Boulevard in Beverly Hills, California, United States. The institution provides personalized wealth management strategies tailored to each client's unique financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Nicholas Childers and his team are committed to building strong client relationships based on trust and personalized service. They believe in helping clients pursue their financial goals through a customized approach that takes into account changes in the market and in their personal lives. By understanding what matters most to each client, they can create a financial plan that reflects their personality and priorities. Nicholas Childers is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients achieve their financial goals.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Troy Edwards
● ClosedMerrill Lynch Financial Advisor Troy Edwards is a finance institution located at 9560 Wilshire Boulevard in Beverly Hills, California, United States. With over 75 years of combined experience, Troy Edwards and his team of Financial Advisors specialize in helping high net-worth families and business owners achieve their financial goals. They provide a comprehensive approach to managing wealth, tailored to each client's individual needs and aspirations. By offering access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, they address all aspects of their clients' financial lives. Troy Edwards believes in actively participating in the communities they serve and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, they create personalized financial plans centered on clients' goals and priorities. By starting every relationship with a conversation, they focus on understanding what matters most to each client, whether it's retirement planning, education funding, or wealth transfer to future generations.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Michael Burchieri
● ClosedMerrill Lynch Financial Advisor Michael Burchieri, located at 9560 Wilshire Boulevard in Beverly Hills, California, is a finance institution dedicated to helping clients achieve their financial goals. This institution believes in starting every relationship with a conversation to understand what matters most to each individual. They offer personalized financial approaches to help clients pursue their passions, transfer wealth to future generations, and make informed investment decisions. Through tools like the Investment Personality Assessment, they tailor their services to meet the unique needs and preferences of each client. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. Whether planning for retirement, saving for a home, or preparing to pass wealth to future generations, Merrill Lynch Financial Advisor Michael Burchieri is dedicated to helping clients achieve their financial goals.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Maria G Sañudo
● ClosedMerrill Lynch Financial Advisor Maria G Sañudo is located at 9560 Wilshire Boulevard in Beverly Hills, California, United States. Maria has been with Merrill Lynch Wealth Management since 2010, specializing in developing tailored strategies for high-net-worth individuals, families, and businesses to pursue both short- and long-term goals. She leverages the investment insights of Merrill and the banking convenience of Bank of America to provide comprehensive financial advice. Maria is fluent in Spanish, French, German, and Portuguese, with a background in international business economics and French. She holds Series 7 and 66 FINRA registrations. Maria is dedicated to delivering excellent service, collaborating with clients' attorneys, accountants, and other advisors with their permission to offer holistic financial guidance. She is actively involved in the community through volunteering and fundraising for organizations such as Yoga Gives Back. Maria's approach focuses on understanding clients' goals and priorities, adapting their financial approach as life changes. She believes in developing personalized plans to help clients pursue their aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Maria works with clients to address their financial needs and achieve their goals. She regularly meets with clients to review progress and make adjustments as needed to stay on track. Maria is registered to do business in several states and offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management.
9560 Wilshire Blvd, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Val Parayao
● ClosedMerrill Lynch Financial Advisor Val Parayao, located at 9560 Wilshire Boulevard in Beverly Hills, California, is a reputable finance institution offering personalized investment strategies and comprehensive financial solutions. As a registered broker-dealer and member of SIPC, the institution provides research produced by BofA Global Research to help clients make informed investment decisions. The institution's mission is to understand each client's unique financial goals and priorities, and to design and implement personalized plans to help them achieve their objectives while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop financial approaches tailored to their individual needs. The institution offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. By using the Investment Personality Assessment, the institution can understand clients better as investors and customize financial approaches accordingly. Val Parayao is registered to do business in multiple states and focuses on helping clients navigate the complexities of their financial lives to pursue their goals. Through dedicated one-on-one relationships with Merrill Lynch Wealth Management Advisors, clients can receive personalized investment strategies and comprehensive financial solutions to address their needs and pursue their goals. With a focus on understanding clients' financial situations and what matters most to them, the institution works to design approaches that reflect unique needs, priorities, and financial situations. Additionally, clients receive the latest investment insights, tips, and strategies to help them live their best financial life. Investing involves risk, and the institution aims to help clients navigate these risks and stay on track regardless of market fluctuations.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Joshua Zingaro
● ClosedMerrill Lynch Financial Advisor Joshua Zingaro is located at 9560 Wilshire Boulevard, Beverly Hills, California, United States. Joshua is a part of the distinguished Baker & Associates Group within Merrill Lynch Wealth Management, with over 80 years of combined experience in the industry. He works closely with clients to preserve their wealth and help them achieve their short- and long-term financial goals. Services offered include portfolio management, lending, estate planning strategies, alternative investments, and banking. Joshua received his bachelor’s degree with a double major in finance and marketing from Loyola University of Maryland. Outside of work, Joshua enjoys sports, spending time with family and friends, and traveling. The institution provides personalized financial planning through Merrill Personal Wealth Analysis™ and a team committed to building strong client relationships based on trust and personalized service. The focus is on understanding client goals and priorities to create a financial approach that reflects their unique needs and situation. The institution offers the latest investment insights, tips, and strategies to help clients live their best financial life. Joshua Zingaro is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Christopher Beckett
● ClosedMerrill Lynch Financial Advisor Christopher Beckett, located at 9560 Wilshire Boulevard in Beverly Hills, California, is dedicated to helping clients achieve their financial goals with personalized service and care. The Beckett, O'Donnell & Ponder Group, part of Merrill Lynch Wealth Management, offers advice and guidance based on individual goals and priorities. With a focus on the investor, not just the market, the team designs goals-based financial strategies to help clients reach their most important objectives. By understanding each client's life and aspirations, the team recommends appropriate financial strategies to manage, grow, and preserve wealth, with access to investment insights and banking solutions. The group believes in ongoing conversations to track progress, adjust strategies, and address changing life circumstances. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients achieve their financial goals through personalized wealth management strategies.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Novak-Schultz Real Estate Group-COMPASS
● OpenWelcome 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.
1221 Hermosa Avenue, Hermosa Beach, California 90254, United States -
Teresa Peters Executive Realtor
● OpenWelcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.
6080 Center Drive, Los Angeles, California 90045, United States -
Free Evaluation Prior Real Estate Agent Bell Gardens
● OpenWelcome to "Free Evaluation Prior Real Estate Agent Bell Gardens," your trusted partner in navigating the dynamic real estate landscape of Los Angeles. Located at 6100 Florence Avenue, Bell Gardens, California, our agency is dedicated to providing exceptional real estate services tailored to meet your unique needs. In a city renowned for its thriving luxury home market, our expert team leverages extensive local knowledge and industry experience to deliver unparalleled results. From the bustling neighborhoods of Beverly Hills to the serene settings of Malibu, Los Angeles remains a prime destination for luxury real estate investments. Despite global market fluctuations, the city's residential home prices continue to soar, making it an opportune time to explore buying or selling opportunities.
6100 Florence Avenue, Bell Gardens, California 90201, United States
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