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TOP 30 Legal advisory in California
388 results found
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Platinum Wealth Advisors
Platinum Wealth Advisors is a premier financial planning firm located in Manhattan Beach, California. We specialize in Retirement Planning, Tax Planning, and Wealth Management services for pre-retirees and retirees aged 60 and up. As a division of ARES, a non-profit company, we prioritize our clients' needs and operate under the Fiduciary Standard. Our team conducts informational workshops at various universities in California, including UCLA, Cal State Long Beach, and UC Irvine, where we present strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes. In addition to our financial planning services, we also offer insurance products through our division, Platinum Life Financial and Insurance Services. Clients may require insurance tools such as Life Insurance, Annuities, or Long-Term Care options to meet their retirement income and protection needs.
Merrill Lynch Wealth Management
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.
James M. Cha, CPA & Company, Professional Corporation
James M. Cha, CPA & Company, Professional Corporation is a reputable institution located at 3435 Overland Avenue in Los Angeles, California. Specializing in accounting, finance, and legal services, this firm offers expert guidance and support to individuals and businesses seeking professional advice in managing their finances and legal matters. With a team of experienced professionals, James M. Cha, CPA & Company is committed to providing top-notch services tailored to meet the unique needs of each client. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial and legal goals.
Confidence Wealth
Confidence Wealth is a finance institution located at 10940 Wilshire Boulevard, Los Angeles, California, United States. Our approach goes beyond traditional wealth management by providing a comprehensive team of skilled professionals dedicated to your success. We offer exclusive wealth strategies for business owners, entrepreneurs, and owner-operators, focusing on protecting and maximizing your wealth for future generations. Our interdisciplinary team addresses financial, tax, investment, and legal needs to provide customized solutions that align with your unique goals and circumstances. Whether you are looking to exit or sell your business, our strategic solutions support you at every stage, ensuring a smooth transition and maximizing the value of your assets. We understand the emotional and personal components of wealth management and strive to transform your future, not just manage it. Our goal is to help you navigate the complexities of managing significant assets and create a legacy that lasts for generations. Whether you are looking to preserve, grow, or pass on your wealth, we provide integrated strategies that align with your personal and business financial opportunities. Congratulations on your decision to sell or exit your business - we are here to guide you through the process with our Business Exit Architecture. Our aim is to help you manage your net worth, protect your retirement, and transform your wealth into meaningful moments. Stay informed with our valuable content on a wide range of topics that matter to you. Investment Advisory Services are offered through Confidence Wealth Management LLC, an SEC registered investment adviser. For more information on our services and fees, please review our Form ADV Part 2A Disclosure Brochure.
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.
Platinum Wealth Advisors
Platinum Wealth Advisors is a leading finance institution located at 9595 Wilshire Boulevard in Beverly Hills, California. Specializing in Retirement Planning, Tax Planning, and Wealth Management, we offer informational workshops at various universities in the area. As a division of ARES, a non-profit company, we prioritize our clients' needs and focus on strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes for pre-retirees and retirees aged 60 and up. Our Insurance division, Platinum Life Financial and Insurance Services, provides products such as Life Insurance, Annuities, and Long-Term Care options to help clients meet their retirement income and protection needs. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to serving our clients with integrity and professionalism.
Bank of America Private Client Advisor Hitomi Okamoto
Bank of America Private Client Advisor Hitomi Okamoto is located at 2049 Century Park East in Los Angeles, California, United States. As a finance institution, we offer personalized strategies to meet the financial needs and goals of individuals, families, businesses, and institutions. With over 200 years of experience, our team at Bank of America Private Bank is dedicated to helping clients manage and grow their wealth, plan for the future, and achieve their financial objectives. We take the time to understand each client's unique situation before creating tailored strategies that prioritize their goals and best interests. Through a combination of personalized service and the resources of Bank of America, we strive to provide disciplined financial strategies that span generations. Our commitment is to make our clients' financial goals our top priority.
Confidence Wealth Management
Confidence Wealth Management is a comprehensive finance institution located at 21250 Hawthorne Boulevard, Torrance, California, United States. Our interdisciplinary team of skilled professionals collaborates diligently to ensure your financial success. We cater to individuals and families looking to protect their wealth, maximize potential, and create legacies for future generations. Our exclusive wealth strategies are tailored for business owners, entrepreneurs, and owner-operators. Whether you are thinking of exiting or selling your company, our personalized solutions support your business at every stage, including life beyond ownership. Our guidance is custom-tailored to maximize possibilities and navigate challenges by addressing financial, tax, investment, and legal needs from all angles. We examine your full financial picture, including personal and emotional components of wealth management, to transform your future.
Benefit Tax Advisors
Benefit Tax Advisors is an institution located at 6167 Bristol Parkway in Culver City, California, specializing in accounting, finance, and legal services. We understand the stress and burden of dealing with the IRS, which is why we are here to help you navigate through it all. Our team of professionals will work on your behalf to stop the IRS from taking any further action and reduce your tax balance through an Offer in Compromise. No matter your financial situation, we believe that tax representation and services can be affordable and fit into your monthly budget. Let Benefit Tax Advisors be your advocate and partner in resolving your tax issues. We will carefully review your case and provide you with personalized solutions to help you start fresh and leave your financial worries behind. Don't let the IRS dictate your audit or overwhelm you with tax debt – let us help you stand up for your rights and reduce your taxable income to avoid future mistakes.
Empress Investment Group
Empress Investment Group, located at 321 North Larchmont Boulevard in Los Angeles, California, is a finance institution offering securities and advisory services through registered representative Meagan Phelps. Meagan is licensed to solicit and sell securities in multiple states and offer advisory services in select states. The institution is not affiliated with Madison Avenue Securities, LLC. Empress Investment Group and Madison Avenue Securities, LLC do not provide tax, legal, or accounting advice. The institution has been recognized in the Forbes rankings of America's Top Financial Security Professionals, developed by SHOOK Research, as an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. No endorsement by media owners of the firm or Meagan Phelps is stated or implied.
My Corporate Agent Inc
My Corporate Agent Inc is a reputable finance institution located at 626 Cherry Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, we are here to help. Trust My Corporate Agent Inc to help you achieve your financial goals and secure your future.
Bob Hintz - Thrivent
Bob Hintz - Thrivent is a finance institution located at 5200 Warner Avenue in Huntington Beach, California, United States. They are licensed in multiple states including AZ, CA, ID, MN, NV, and TX. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products through Thrivent and securities and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are credentialed to provide investment advisory services, and more information can be found on their website or through FINRA's Broker Check. For details on professional designations and requirements, visit their website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with a lawyer or tax professional for those matters.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 3010 Old Ranch Parkway in Seal Beach, California, offers clients the investing insights of Merrill combined with the banking capabilities of Bank of America. The institution's advisors take the time to understand clients' priorities, retirement goals, education funding needs, business issues, cash management, and credit strategies. By utilizing Merrill's investing resources and Bank of America's banking services, the branch aims to create personalized strategies to address various financial challenges. The branch is committed to transparency and building trust with clients, fostering long-lasting relationships. Through volunteerism and charitable outreach, the institution supports local communities. Merrill advisors provide personalized wealth management advice, products, and services tailored to individual financial goals. The institution offers training, mentoring, and technology to support advisors in assisting clients in pursuing their financial objectives.
Merrill Lynch Financial Advisor Amy Shin
Merrill Lynch Financial Advisor Amy Shin is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, District of Columbia, and US territories, the institution helps clients achieve their desired financial goals. The institution emphasizes the importance of understanding the risks involved in investing and offers a broad range of brokerage, investment advisory, and other financial services. Merrill Lynch does not provide legal, tax, or accounting advice, and clients are encouraged to consult with their own advisors before making any financial decisions. The institution is affiliated with Bank of America Corporation and provides insurance, annuity products, trust, and fiduciary services. The institution also offers a variety of certifications and services to enhance the client's financial knowledge and experience. Additionally, Merrill Lynch strives to provide clients with information on products and services that may be of interest to them. Please note that Bank of America Merrill Lynch is the global banking and global markets business of Bank of America Corporation, and clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.
The Wealth Collective, LLC
The Wealth Collective, LLC, located at 360 East 2nd Street in Los Angeles, California, is a finance institution that provides fiduciary advice for lawyers, CPAs, business owners, executives, affluent retirees, and other valued clients across the United States. Specializing in high net-worth individuals with complex wealth management needs, The Wealth Collective offers customized planning services for professionals, business owners, pre-retirees/retirees, and executives with RSUs, ISOs or NSOs. They manage Cash Balance and other retirement plans, provide tax-management advice, asset protection strategies, insurance reviews, and other wealth management services. The institution works closely with CPAs, tax attorneys, and other professionals to ensure clients are well-served. Please note that The Wealth Collective, LLC does not provide accounting or legal advice, but may recommend the services of third-party professionals upon client request. As a Registered Investment Adviser, advisory services are only offered where properly licensed or exempt from licensure. Past performance is not indicative of future returns, and investing involves risk. No advice may be provided without a client service agreement in place.
Spina Financial Services
Spina Financial Services (SFS) is an independent financial consulting firm located at 1305 Hoeffer Drive, Alhambra, California. Our dedicated team, led by James A. Spina, CFS®, is committed to helping clients achieve their financial goals. We prioritize our clients' best interests, striving to improve lifestyles, provide education, and build trust through exceptional service. As a partner with Woodbury Financial Services, Inc., we have access to a wide range of investment products and resources to tailor our services to each client's unique objectives. Education is key to our approach, ensuring that clients are empowered to make informed financial decisions.
Catherine Fullerton - Thrivent
Catherine Fullerton - Thrivent is a finance institution located at 18377 Beach Boulevard, Huntington Beach, California, United States. With nearly 20 years of experience, our dedicated team aims to guide you through every step of your financial journey. Specializing in retirement planning, tax-efficient strategies, and providing financial peace, we also offer services in investment management and protection against extended care, death, and disability. Thrivent has a strong capital position in the industry, but it is our unique mission that sets us apart. Licensing information can be found on your State Insurance Department’s website. Thrivent does not provide legal, accounting, or tax advice, so be sure to consult your attorney or tax professional. We offer advice and guidance through our Financial Planning Framework, with the option to further engage in our Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Our financial advisors are credentialed to provide investment advisory services, ensuring that you receive the best guidance for your financial goals. Visit our website or FINRA’s Broker Check for more information about our services and professionals.
Capital Choice Financial and Insurance Services
Capital Choice Financial and Insurance Services, located at 113 North Citrus Avenue in Covina, California, is a finance institution dedicated to empowering Americans with the education and resources needed to achieve and maintain financial wellness. They partner with industry leaders to offer clients products and services that match their individual needs and goals, ensuring everyone has the choice to take control of their financial independence. With a holistic approach to financial wellness for middle-class America, Capital Choice Financial Services, Inc. represents various life and health insurance companies, while securities and investment advisory services are sold through CoreCap Investments, LLC and CoreCap Advisors, LLC. Additional products and services may be available through Capital Choice that are not offered through CoreCap. This institution is committed to helping clients protect their families and adapt to changing financial needs over time. Please consult a tax advisor or attorney regarding your specific situation, as representatives of CoreCap do not provide tax or legal advice.
Merrill Lynch Financial Advisor Ken Park
Merrill Lynch Financial Advisor Ken Park is a finance institution located at 800 East Colorado Boulevard, Pasadena, California, United States. As your Merrill advisor, Ken Park focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. Ken follows a disciplined process that starts with understanding each client's unique needs and concerns. Holding the CERTIFIED FINANCIAL PLANNER™ certification, Ken is passionate about delivering excellent service. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Supported by the global resources of Merrill, Ken's team is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, Ken helps clients navigate changing life circumstances and market conditions. Through a personalized financial strategy, clients have access to investment insights and banking convenience. The Investment Personality Assessment helps customize financial approaches based on individual preferences. By staying connected with clients and adjusting strategies as needed, Ken helps clients pursue their goals effectively. As a Merrill advisor, Ken offers advice and guidance tailored to each client's goals and priorities. The institution provides a range of financial services, with a focus on personalized investment strategies and comprehensive financial solutions. Ken Park is registered to do business in multiple states and holds certifications from CFP Board and The American College of Financial Services. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. Merrill offers a variety of services, including brokerage, investment advisory, and financial planning. The institution is committed to helping clients achieve their financial goals through personalized approaches and ongoing support.
Merrill Lynch Financial Advisor Marcus S Alexander
Merrill Lynch Financial Advisor Marcus S Alexander, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to building and maintaining strong relationships with clients. Marcus Alexander is accessible, knowledgeable, and experienced, passionate about helping clients make important financial decisions. With a deep understanding of each client's financial picture, personalized wealth management strategies are created to help clients pursue their goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can devise potential strategies to grow, preserve, and distribute their wealth. Marcus Alexander believes in understanding each client's unique goals and priorities, offering personalized plans to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment, Marcus can customize financial approaches based on individual preferences and goals. Regular check-ins and adjustments are made to financial approaches to reflect changes in clients' lives and the financial markets. The ultimate goal is to help clients achieve their financial aspirations and turn their goals into reality.
Merrill Lynch Financial Advisor Michael S. Sussman
Merrill Lynch Financial Advisor Michael S. Sussman, located at 28202 Cabot Road, Laguna Niguel, California, is a reputable finance institution that prides itself on providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Advisors" in 2022 and 2023, the institution offers personalized wealth management services to help clients feel secure throughout their lifetime. The team at Merrill Lynch aims to understand each client's unique wealth situation in order to tailor a personalized plan centered on their goals and aspirations. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. Our financial advisors believe in creating customized, goals-based strategies for each unique client, regardless of their financial situation. We prioritize client service and satisfaction, helping individuals identify personal and professional goals and creating financial strategies to meet those objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning tools, and technological resources to help you reach your financial and life goals. Our advisors are dedicated to providing individually customized investment approaches and wealth management advice. With our training, mentoring, and technology resources, we aim to support the financial aspects of your life and help you build a rewarding career in wealth management.
Ashley Mountain - Thrivent
Ashley Mountain - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. They offer personalized financial guidance tailored to your specific goals and values. The institution is licensed in multiple states including AZ, CA, FL, IA, ID, IL, MI, MN, MT, NE, NV, OH, OR, PA, TN, TX, WA, and WI. As a Market Director at Thrivent, the focus is on inspiring financial advisors to build successful and sustainable businesses, empowering them to help others achieve their financial goals and dreams. The institution is dedicated to helping individuals achieve financial freedom and clarity, driving their passion every day.
Brett Mountain - Thrivent
Brett Mountain - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. We offer personalized financial guidance tailored to your specific goals and values. Our licensed professionals are available in multiple states including AZ, CA, FL, HI, IA, ID, MI, MN, NE, NV, OH, TX, and WA. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. We recommend consulting with your attorney or tax professional for these matters. Our Financial Planning Framework involves a review and analysis of your financial situation, and you may choose to engage further with our Dedicated Planning Services for written recommendations for a fee.
Bright Wealth Advisors
Bright Wealth Advisors is a finance institution located at 400 Spectrum Center Drive in Irvine, California, United States. Our mission is to help our clients live their ideal lifestyle, no matter their age or stage in life. With over 15 years of experience in helping clients navigate retirement, our team of financial professionals puts your needs first. As an independent firm, we have access to a wide selection of financial tools tailored to your unique retirement plan. Through our Lasting Wealth Blueprint, we work with you to create a solid foundation for your retirement, addressing potential risks along the way. We track your progress and meet with you regularly to ensure you stay on track. Bright Wealth Advisors is a registered investment advisor, offering advisory services to clients where we are properly licensed. We do not provide legal, accounting, or tax advice, but work with individuals to create retirement strategies using a variety of investment and insurance products. Investing involves risk, and none of the information on our website constitutes an offer to buy or sell securities. We are here to help you build a secure financial future, every step of the way.
Merrill Lynch Financial Advisor Clarissa M Schnabel
Merrill Lynch Financial Advisor Clarissa M Schnabel, located at 901 Via Piemonte, Ontario, California, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. With over 15,000 Merrill Lynch Financial Advisors spread across all 50 states, the District of Columbia, and several US territories, clients can rely on expert guidance to help achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult their own advisors before making any financial decisions. Services offered include asset allocation, diversification, and rebalancing, although they do not guarantee a profit or protect against loss in declining markets. Additionally, insurance, annuity products, trust, and fiduciary services are provided through affiliated companies of Bank of America Corporation. Merrill Lynch also offers a variety of certifications and designations for their advisors, ensuring clients receive expert advice tailored to their individual needs. With a focus on providing personalized and comprehensive financial solutions, Merrill Lynch Financial Advisor Clarissa M Schnabel is dedicated to helping clients navigate the complexities of the financial world.
Robert Bell - Thrivent
Robert Bell - Thrivent is a finance institution located at 3200 Inland Empire Boulevard in Ontario, California, United States. They are licensed in multiple states including Arizona, California, District of Columbia, New Mexico, and Oregon. The institution offers insurance products and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent Financial for Lutherans. Clients can receive financial advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals in those areas. For more information on their services and financial advisors, visit their website or FINRA’s Broker Check.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 901 Via Piemonte in Ontario, California, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides tailored wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's unique financial situation and long-term objectives. They collaborate with clients to create personalized financial strategies that align with their goals and priorities. Additionally, the institution is committed to giving back to the community through volunteerism and charitable outreach efforts.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 3550 Vine Street, Riverside, California, United States, is a reputable finance institution that offers personalized wealth planning services for individuals, families, business owners, executives, and institutions. With experienced financial advisors who have a wealth of knowledge in wealth management, retirement income planning, estate planning, and investment strategies, the institution is well-equipped to help clients navigate through financial challenges and opportunities. The institution is committed to client service and satisfaction, taking the time to understand each client's personal and professional goals to create tailored financial strategies. Through volunteerism and charitable outreach, Merrill Lynch Wealth Management also gives back to the communities in which they operate, supporting economic, social, and cultural initiatives.
Randy Kirk and Associates
Randy Kirk and Associates is a reputable institution located at 5502 Vía Dos Cerros in Riverside, California, United States. With a strong commitment to providing high-quality services, Randy Kirk and Associates offer a wide range of professional consulting and advisory services. Their team of experienced professionals is dedicated to helping clients achieve their goals and navigate the complexities of today's business world. Whether you are looking for financial advice, strategic planning, or expert guidance on legal matters, Randy Kirk and Associates are here to help. Contact them today to learn more about how they can assist you in reaching your objectives.
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