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TOP 30 Managing investment risk in Beverly Hills, CA
10 results found
Search for local businesses, places and services near you
Desert Capital Management Group Inc.
Desert Capital Management Group Inc. is a finance institution located at 8484 Wilshire Boulevard in Beverly Hills, California, United States. With over 20 years of experience, we specialize in helping clients prepare for the unknown while meeting their financial goals. As an independent financial services firm, we have access to a wide range of products and services to best suit our clients' needs. Our investment strategies are proven to meet your risk tolerance and withstand market volatility. We offer unbiased recommendations and impartial guidance tailored directly to your individual needs and goals. Whether you have questions or are ready to set up a meeting, our team is here to help you discover the best path to financial freedom.
Crane Asset Management
Crane Asset Management is a renowned finance institution located on the prestigious Wilshire Boulevard in Beverly Hills, California, United States. With a reputation for excellence in wealth management and investment strategies, Crane Asset Management offers personalized financial solutions to clients seeking to grow and protect their assets. Our team of experienced professionals is dedicated to providing top-tier service and expertise in navigating the complexities of the financial markets. Trust Crane Asset Management to help you achieve your financial goals and secure your future.
Michael Ladge - RBC Wealth Management Financial Advisor
Michael Ladge - RBC Wealth Management Financial Advisor is a reputable finance institution located at 9465 Wilshire Boulevard in the heart of Beverly Hills, California. As a trusted advisor, Michael Ladge offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a strong focus on wealth management, retirement planning, and risk management, Michael Ladge provides expert guidance and tailored solutions to individuals and families seeking to build and preserve their wealth. With a commitment to excellence and a dedication to client satisfaction, Michael Ladge - RBC Wealth Management Financial Advisor is a top choice for those seeking professional financial advice in the Beverly Hills area.
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.
Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc.
Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 131 South Rodeo Drive in Beverly Hills, California, United States. With a team of experienced professionals led by Jason J. Wolsefer, who is a Certified Financial Planner and Chartered Retirement Plans Specialist, the institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at Jason J. Wolsefer, CFP, CRPS - UBS Financial Services Inc. are dedicated to providing personalized solutions tailored to your unique needs. Trust in their expertise to secure your financial future.
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.
Platinum Wealth Advisors
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.
Merrill Lynch Financial Advisor Maria G Sañudo
Merrill 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.
Merrill Lynch Financial Advisor Val Parayao
Merrill 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.
Teresa Peters Executive Realtor
Welcome 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.
List of local businesses, places and services in California
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