TOP 30 Investment products in Palos Verdes Estates, California

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Rob Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West, Palos Verdes Estates, California, United States. Situated in the courtyard of the Lunada Patio building with Salsa Verdes, above Lunada Bay Hardware, this agency offers a range of insurance products including car insurance, homeowners insurance, and life insurance. Planning for divorce can be a challenging time, especially when it comes to providing for children. The agency provides guidance on how parents can cope with these changes. Additionally, they offer information on various types of insurance policies and what is covered under each.

Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."

Welcome to Lunada Bay Patio Building, your premier destination for real estate and shopping in the heart of Palos Verdes Estates, California. Conveniently located at 2325 Palos Verdes Drive West, our unique establishment offers a seamless blend of property expertise and retail experiences, catering to both locals and visitors alike. As a distinguished real estate agency, Lunada Bay Patio Building specializes in connecting clients with their dream homes in the picturesque landscapes of Palos Verdes. Our knowledgeable team is dedicated to providing personalized service, ensuring that every client's real estate journey is smooth and successful. Whether you're buying, selling, or exploring investment opportunities, we are here to guide you every step of the way.

Welcome to Chase ATM located at 31250 Palos Verdes Drive West, Palos Verdes Estates, California 90275. As a trusted financial service provider, we are dedicated to meeting your banking needs with convenience and efficiency. Our ATM offers easy access to your Chase accounts, allowing you to perform a variety of transactions such as cash withdrawals, deposits, and balance inquiries. At Chase, we pride ourselves on offering comprehensive financial solutions to support both personal and business needs. With our Business Banking services, you’ll gain expert guidance from a team of professionals focused on enhancing cash flow, providing tailored credit solutions, and managing payroll. We also offer a range of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

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.

Welcome to Farmers Insurance - Jonathan Axtell, your trusted local insurance agency in Palos Verdes Estates, California. Conveniently located at 2550 Vía Tejon, we are dedicated to helping you navigate the ever-changing landscape of insurance needs. As your local Farmers® agent, Jonathan Axtell is committed to providing you with personalized service to ensure you have the right coverage for your unique situation. Whether you're looking for auto, home, renters, business, or life insurance, we offer comprehensive solutions to protect what matters most to you. With years of experience as a Palos Verdes resident, Jonathan has the knowledge and expertise to guide you through the complexities of insurance policies and help you make informed decisions.

Welcome to Ben Amor Mortgage Loans, your trusted partner in achieving your homeownership dreams. Conveniently located at 4000 Palos Verdes Drive North in the serene community of Rolling Hills Estates, California, we specialize in providing personalized mortgage solutions tailored to meet your unique financial needs. At Ben Amor Mortgage Loans, we understand that securing a mortgage is one of the most significant financial decisions you will make. Our dedicated team of experienced professionals is committed to guiding you through every step of the process, ensuring a smooth and transparent experience. Whether you're a first-time homebuyer, looking to refinance, or interested in investment properties, we offer a wide range of mortgage products designed to fit your lifestyle and budget.