TOP 30 Investments in Santa Monica, California

160 results found

Blue Chip Macro is a Registered Investment Financial Advisor located at 729 Montana Avenue, Santa Monica, California, United States. We offer money management, financial planning, and business consulting services. Our transparent compensation structure ensures no conflicts of interest, and we develop custom solutions tailored to your needs. Our patent pending investment algorithm protects and grows your wealth, while our expert advice can help your business thrive. As an independent fee-only Registered Investment Financial Advisor, Blue Chip Macro upholds a Fiduciary Standard of Care, always acting in the best interests of our clients. We offer a comprehensive suite of financial services including financial planning, asset management, retirement planning, and estate planning. Our focus is on providing objective and unbiased financial advice, free from commissions or affiliations with investment firms.

John C Masterson is a prestigious finance institution located at 906 Idaho Avenue in Santa Monica, California, United States. With a strong reputation for excellence in financial services, our institution offers a wide range of investment and wealth management solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing personalized, top-notch service to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, John C Masterson is here to help you every step of the way.

Mackinac Partners is a finance institution located at 201 Wilshire Boulevard in Santa Monica, California, United States. They specialize in providing financial advisory services such as restructuring, mergers and acquisitions, and capital raising to businesses in need of strategic guidance. With a team of experienced professionals, Mackinac Partners is dedicated to helping clients navigate complex financial challenges and achieve their goals.

Victus Capital Wealth is a prestigious finance institution located at 1327 Ocean Avenue in Santa Monica, California, United States. With a reputation for excellence in wealth management and financial planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Victus Capital Wealth provides personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

Align Impact is a finance institution based in Santa Monica, California, United States. We specialize in providing innovative financial solutions that drive positive social and environmental impact. Our team of experts works closely with clients to align their financial goals with their values, ensuring that investments make a difference in the world. Located at 429 Santa Monica Boulevard, our institution is dedicated to creating a more sustainable and equitable future for all.

Eddy Financial is a leading finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. Our team of experienced financial experts provide a wide range of services including investment management, financial planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you manage and grow your finances.

Wilshire Associates, located at 1299 Ocean Avenue in Santa Monica, California, is a trusted partner for institutional investors, financial advisors, and intermediaries. With innovative investment solutions backed by both qualitative and quantitative insights, Wilshire offers advanced modeling tailored to individual needs. Specializing in optimizing investment portfolios, understanding risks, and maximizing value, Wilshire provides superior market knowledge to clients such as central banks, pension funds, insurance companies, foundations, endowments, and family offices. Wilshire Associates also offers bespoke advisory services and outsourced CIO solutions, as well as a range of financial products customized to meet specific goals. Clients can benefit from new strategies and opportunities, access quality portfolio models, and utilize tools and resources for more meaningful conversations and improved investment outcomes. Wilshire also assists clients in integrating environmental, social, and governance considerations into their investment strategies through advisory services, research, and financial solutions.

Merrill Lynch Financial Advisor Baldwin T Chin is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With years of experience and expertise in the financial industry, Baldwin T Chin provides top-notch financial advisory services to individuals and businesses. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Baldwin T Chin is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Lineage Asset Advisors is a leading finance institution located at 1804 14th Street in Santa Monica, California, United States. Our team of experienced advisors specializes in providing personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Lineage Asset Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and learn how we can help you secure your financial future.

Quantum Financial Advisors, LLC, located at 520 Broadway in Santa Monica, California, is a finance institution that specializes in providing simple and elegant solutions to life's complex financial problems. Our mission is to alleviate financial stress for our clients so they can spend more time doing what they love. As fiduciaries, we prioritize the interests and success of our clients above all else, building relationships based on trust and collaboration. We work closely with our clients and their team of experts to ensure that resources and capital are aligned with their personal, family, and social perspectives. Our commitment to honesty, transparency, and ethical standards sets us apart in the industry. With a deep understanding of the unique needs of our typical clients, such as business owners, executives, and individuals entering new phases of life, we provide tailored financial solutions to help them achieve their goals.

Abacus Wealth Partners, located at 429 Santa Monica Boulevard in Santa Monica, California, is a finance institution dedicated to helping individuals, families, nonprofits, and foundations achieve financial ease and focus on what matters most. Our team of Advisors and CFP® professionals work collaboratively to provide comprehensive wealth management services both in-person and virtually. Through our innovative financial planning process and evidence-based investment strategy, we help clients stop worrying about money and fully experience life. Our Los Angeles team hosts educational workshops, seminars, and financial literacy courses in the community, and also gives back through volunteer work. If you're ready to expand what's possible with your money, contact us for an introductory call. Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission, offering personalized financial advice and services.

Provident Financial Management is a reputable finance institution located at 3130 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial services, they offer tailored solutions to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Provident Financial Management is dedicated to helping their clients secure a stable financial future. Their team of experienced professionals is committed to delivering personalized and comprehensive financial strategies to meet the unique needs of each client. Trust Provident Financial Management to be your partner in financial success.

One Wealth Management is a finance institution located at 233 Wilshire Boulevard, Santa Monica, California, United States. We believe that relationships are key to success, inspiring trust and discipline for mutual growth. Our team is dedicated to understanding your goals and helping you reach your full potential. Our experienced advisors specialize in investment management strategies and financial planning, analyzing, customizing, implementing, and protecting plans to help you achieve financial success. We work as a team to fulfill your goals and provide a wide range of financial services to meet your needs.

Noir Financial is a leading accounting and finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation to investment management, our experts are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Layne R Tally can help create a flexible strategy tailored to your individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, Layne R Tally offers personalized wealth management strategies to help you pursue your financial goals. Layne R Tally believes in participating in the communities they serve, and volunteers with organizations in the community. By using Merrill Personal Wealth Analysis™, Layne R Tally can build a personalized plan centered around your goals and aspirations. They focus on what matters most to you, whether it's transferring wealth, saving for a home, or planning for retirement.

Standish Management is a renowned accounting and finance institution located at 201 Santa Monica Boulevard in Santa Monica, California. With a strong reputation for excellence and expertise in financial management, Standish Management provides top-notch services to individuals and businesses alike. Their team of skilled professionals offers a wide range of accounting and financial services, ensuring that clients receive the personalized attention and guidance they need to achieve their financial goals. Whether you are looking for tax preparation, investment advice, or business consulting, Standish Management is dedicated to helping you succeed.

Located at 520 Broadway in Santa Monica, California, The Entrust Group is a leading finance institution that specializes in providing account administration services for self-directed retirement and tax-advantaged plans. With over 40 years of experience, Entrust offers individuals the ability to invest in alternative assets with their retirement funds, including assets that are typically unavailable through traditional banks and brokerage firms. Access the largest knowledge base for Self-Directed IRAs and expand your investor knowledge with articles, whitepapers, practical guides, and other educational resources. The Entrust Group allows investors to invest in any asset permitted by the IRS and will hold it for them.

Merrill Lynch Financial Advisor Kenneth M Mirch is a reputable finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial advice and guidance, Kenneth M Mirch and his team offer personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Merrill Lynch Financial Advisor Kenneth M Mirch is dedicated to helping you navigate the complexities of the financial world with confidence and success.

Private Wealth Management at U.S. Bank located in Santa Monica, California, is dedicated to helping individuals and families achieve their wealth goals. With expertise in working with business owners, corporate executives, and modern families, our team is committed to providing personalized advice for unique needs and situations. Our Market Leader, Omid Noori, emphasizes empowering clients to leave the legacy they envision. Additionally, U.S. Bank believes in giving back to the community through charitable donations and volunteer work. Investment and insurance products are available through U.S. Bancorp Investments, and our team does not provide tax or legal advice. We strive to help clients manage concentration risk in their portfolios and diversify their investments. As an Equal Housing Lender, U.S. Bank is dedicated to providing quality financial services to our clients.

Fried Asset Management, Inc. is a reputable finance institution located at 1505 4th Street in Santa Monica, California, United States. With a focus on managing assets for individuals and businesses, Fried Asset Management, Inc. offers expert financial guidance and investment strategies tailored to meet the unique needs and goals of their clients. With a team of experienced professionals, they strive to provide top-notch service and support to help clients achieve financial success and security.

Clocktower Group, L.P. is a leading finance institution located in Santa Monica, California, United States. With a strong reputation for innovative investment strategies and top-notch client service, Clocktower Group, L.P. is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers a range of financial services, including wealth management, asset allocation, and risk management. Whether you are a seasoned investor or just starting out, Clocktower Group, L.P. is committed to providing personalized solutions to meet your unique needs.

Merrill Lynch Financial Advisor David E Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each client's unique needs and aspirations, working one-on-one to develop a customized plan designed to manage investment risk and grow wealth. With access to resources from Merrill and Bank of America, the team of experienced professionals at Merrill Lynch Wealth Management Advisors provides comprehensive financial solutions and personalized service to build strong client relationships based on trust. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the market, the institution aims to help individuals achieve their financial goals and stay on track. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and make informed investment decisions to reach their desired outcomes.

Merrill Lynch Wealth Management, located at 100 Wilshire Boulevard in Santa Monica, California, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide financial strategies based on years of combined knowledge and expertise in wealth management. They go beyond traditional wealth planning advice by offering guidance on retirement income planning, concentrated stock positions, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, working closely with clients to understand their financial goals and create strategies to meet their long-term objectives. The branch is also dedicated to giving back to the community through volunteerism and charitable outreach. With access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources, clients can trust Merrill Lynch to help them pursue their financial and life goals. Whether you are a seasoned financial advisor or looking to start a career in wealth management, Merrill Lynch offers professional training, mentoring, and technology to support your growth. Investing with Merrill Lynch involves risks, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a wide range of brokerage, investment advisory, and other services available, Merrill Lynch Wealth Management is dedicated to helping clients achieve their unique financial goals.

Montminy & Co., LLC is a boutique investment bank located at 201 Santa Monica Boulevard in Santa Monica, California. Specializing in providing custom-tailored advisory services to the middle market, Montminy & Co., LLC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, this finance institution offers personalized solutions to meet the unique needs of each client. If you are looking for expert financial guidance and support, Montminy & Co., LLC is the place to go.

Kiely Consulting is a reputable finance institution located at 3231 Ocean Park Boulevard in Santa Monica, California. With a team of experienced financial experts, Kiely Consulting offers a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement planning, or wealth management, Kiely Consulting is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Kiely Consulting is committed to providing top-notch financial advice and services to clients in the Santa Monica area and beyond.

Northwestern Mutual is a reputable finance and insurance agency located at 2800 28th Street in Santa Monica, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and families secure their financial future. Their team of experienced professionals is dedicated to providing personalized solutions that meet the unique needs and goals of their clients. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Northwestern Mutual is committed to helping you achieve financial security and peace of mind.

ICG Advisors is a leading finance institution located at 11111 Santa Monica Boulevard in Los Angeles, California, United States. With a team of experienced financial advisors, ICG provides expert guidance and strategic solutions to clients in the areas of investment management, wealth planning, and financial consulting. Known for their personalized approach and commitment to excellence, ICG Advisors is dedicated to helping individuals and businesses achieve their financial goals.

Payam Homapour is a prominent finance institution located at 11040 Santa Monica Boulevard in Los Angeles, California. With a strong reputation for providing expert financial services, Payam Homapour offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the knowledgeable team at Payam Homapour is here to help. Trustworthy and reliable, Payam Homapour is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you with your financial needs.

Chris Bell Wealth Management is a renowned finance institution located at 11111 Santa Monica Boulevard in the bustling city of Los Angeles, California, United States. With a focus on providing personalized financial planning and investment management services, our team of experienced professionals 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 protect your assets, Chris Bell Wealth Management is committed to providing top-notch financial guidance and support. Visit us today to start your journey towards financial success.

Northwestern Mutual is a reputable finance and insurance agency located at 11111 Santa Monica Boulevard in Los Angeles, California. With a strong presence in the United States, Northwestern Mutual is dedicated to helping individuals and businesses achieve financial security through a range of insurance and investment products. Their team of experienced professionals provide personalized financial planning services to help clients reach their goals and protect their assets. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual is committed to helping you secure your financial future.