TOP 30 Legacy planning in Beverly Hills, California

8 results found

Lisa Brown - State Farm Insurance Agent is a trusted insurance agency located at 1247 South La Brea Avenue in Los Angeles, California. Our office is conveniently situated north of San Vicente, next door to McDonalds, with free on-site parking available. Serving the Greater Los Angeles area since 2000, Lisa Brown is a dedicated member of the Beverly Hills Chamber of Commerce and volunteers for Food on Foot, a non-profit organization helping unhoused and low-income neighbors in Los Angeles. At our office, we are passionate about animals and can assist you with pet insurance for your furry companions. Lisa Brown and her experienced team are committed to providing stellar service and personalized insurance solutions, including auto, home, life, renters, and health insurance. Our mission is to protect our customers and help them manage their risk, realize their dreams, and create a legacy.

Platinum Wealth Advisors is a leading financial planning firm specializing in Retirement Planning, Tax Planning, and Wealth Management. Located at 100 Oceangate in Long Beach, California, our team operates under the Fiduciary Standard, always prioritizing our clients' needs. We offer informative retirement workshops at various universities in California, presenting strategies to maximize Social Security benefits, reduce risk, and minimize taxes. Our clients, primarily pre-retirees and retirees aged 60 and up, can also benefit from insurance services provided by Platinum Life Financial and Insurance Services. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today for personalized financial advice and investment solutions.

Nicholas Ciriello - RBC Wealth Management Financial Advisor is a renowned financial institution located at 9465 Wilshire Boulevard in Beverly Hills, California, United States. As a trusted financial advisor, Nicholas Ciriello provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Nicholas Ciriello and his team strive to provide top-notch services tailored to each client's individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Nicholas Ciriello - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complex world of finance with confidence and success.

TSG Wealth Management in Irvine, California, is a finance institution dedicated to providing quality wealth management and investment services. With a disciplined approach, they prioritize building relationships with clients and their families to better understand their current and future needs. The institution has received accolades from industry publications and prides itself on exceeding client expectations. The team at TSG Wealth Management works tirelessly to develop customized investment programs that align with each client's financial goals. With offices across various locations, including Beverly Hills, San Francisco, and Las Vegas, TSG Wealth Management is committed to putting clients' interests above all else.

Patrick Severo - RBC Wealth Management Financial Advisor is a trusted financial institution located at 9465 Wilshire Boulevard in Beverly Hills, California, United States. As a dedicated financial advisor, Patrick Severo offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Patrick Severo provides expert advice on investment strategies, retirement planning, and wealth preservation. Whether you are looking to grow your wealth or protect your assets, Patrick Severo - RBC Wealth Management Financial Advisor is committed to helping you secure a stable financial future.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.

Welcome to Redfin Real Estate, your premier destination for luxury properties in Long Beach, California, and beyond. Nestled at 115 Pine Avenue in the heart of Long Beach, our real estate agency specializes in connecting discerning buyers with exquisite homes that blend architectural brilliance with unparalleled comfort. At Redfin Real Estate, we pride ourselves on offering a curated selection of properties that cater to a variety of lifestyles and preferences. Whether you're seeking a palatial estate in the coveted Porter Ranch neighborhood, a sophisticated townhome in Venice, or a newly built masterpiece in Longridge Estates, we have something for everyone. Our listings showcase homes with high-end upgrades, spacious layouts, and unique features such as private driveways, expansive living spaces, and beautifully landscaped yards.

Welcome to The Manjarrez Group - Century 21 Realty Masters Located at 11716 Rosecrans Avenue in Norwalk, California, The Manjarrez Group is your premier real estate agency, dedicated to serving clients with integrity and expertise. As the #1 Most Requested Real Estate Team and proudly rated #1 by Google, our commitment is to prioritize your best interests in every transaction.