Personal tax advisor in Torrance, CA
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 21250 Hawthorne Boulevard in Torrance, California, United States. Our team of experienced financial advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our advisors are here to help you every step of the way. Trust Morgan Stanley Financial Advisors to provide you with the knowledge and expertise needed to secure your financial future.
21250 Hawthorne Blvd Ste 650, Torrance, CA 90503, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors is a finance institution located at 21535 Hawthorne Boulevard, Torrance, California, United States. Our priority is helping you achieve your financial goals through an in-depth planning-based approach. As independent financial advisors, we offer objective investment recommendations with a fee-only approach. Our team of CFPs, tax and estate professionals, and portfolio managers work together to build your personalized financial plan. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. With regular portfolio reviews and updates, we keep you informed of your progress and adjust to any life changes. Our wealth management services cover a wide range of needs, and our local presence across the U.S. ensures convenience for our clients. EP Wealth has been recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles by the Los Angeles Business Journal. Experience our personalized touch and deep expertise to focus on what's important to you.
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.
4469, 990 W 190th St #500, Torrance, CA 90502, United States -
Harik Thompson CPAs and Advisors
● ClosedHarik Thompson CPAs & Advisors is a reputable accounting firm located at 25500 Hawthorne Boulevard in Torrance, California. Specializing in accounting and finance, our team offers a wide range of services tailored to meet the needs of business owners, executives, and independent professionals. Our Partners and professionals are dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Whether you need assistance with tax preparation, financial planning, or business consulting, we are here to help. Contact us today to schedule a complimentary consultation and discover how Harik Thompson CPAs & Advisors can support you. With our affordable rates, extensive experience, and friendly approach, you can trust us to handle all of your accounting needs with professionalism and care.
25500 Hawthorne Blvd #2120, Torrance, CA 90505, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.
468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, United States -
Independent Capital Management - A Torrance Financial Advisor Firm
● ClosedIndependent Capital Management is a reputable financial advisor firm located in Torrance, California. Situated at 19191 South Vermont Avenue, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Independent Capital Management provides personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, this firm is dedicated to providing expert guidance and support every step of the way. Trust Independent Capital Management to help you navigate the complex world of finance with confidence and peace of mind.
19191 S Vermont Ave #170, Torrance, CA 90502, United States -
Richard Allen Tax
● ClosedRichard Allen Tax is a reputable accounting and finance institution located at 3671 Newton Street in Torrance, California. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring accurate and timely financial reporting. Whether you need help with tax preparation, planning, or compliance, Richard Allen Tax is dedicated to providing personalized solutions to meet your specific needs. Trustworthy and reliable, they strive to help clients achieve financial success and peace of mind.
3671 Newton St, Torrance, CA 90505, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 22015 Hawthorne Boulevard, Torrance, California, United States. Our tax advance loans may have ended for this year, but our Tax Pros are still ready to assist you in getting your biggest refund possible! Our convenient services are perfect for busy lives - simply drop off your tax documents and a Tax Pro will handle the rest, including a final review and easy e-signing process. Located inside Walmart, you can get your taxes done while you shop and still receive our guaranteed biggest refund. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Early Refund Advance options were available at select locations until January 14, 2023, and No Fee Refund Advance options were available until February 11, 2024.
22015 Hawthorne Blvd, Torrance, CA 90503, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 19503 Normandie Avenue in Torrance, California, United States. Although tax advance loans are no longer available this year, our Tax Pros are ready to assist you in maximizing your refund. Drop off your tax documents and let our experts take care of the rest, including a thorough review of your final return and convenient e-signing process. Located within Walmart, you can conveniently get your taxes done while shopping and still receive your biggest refund guaranteed. Refund Advance loans, which are repaid with your tax refund, were available at select locations until January 14, 2023. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. Secure your time with a Tax Pro by booking an appointment online or calling (562) 661-5300. Our team at Jackson Hewitt Tax Service in Torrance speaks English and is dedicated to ensuring that every dollar counts when it comes to your taxes. Trust us with your tax needs and experience the difference it makes when you choose Jackson Hewitt.
19503 Normandie Ave, Torrance, CA 90501, United States -
Carpio Tax Service
● OpenCarpio Tax Service is a trusted institution located at 4 Vermont Avenue in Torrance, California. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, filing, or planning, we are here to assist you every step of the way. Our commitment to excellence and personalized service sets us apart from the rest. Contact Carpio Tax Service today for all your tax needs.
4 Vermont Ave, Torrance, CA 90502, United States -
StateWide Accounting & Taxes
● OpenStateWide Accounting & Taxes is a reputable institution located at 4733 Torrance Boulevard in Torrance, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, StateWide Accounting & Taxes is here to help you navigate the complex world of finances with ease and efficiency. Trust us to handle all your accounting needs with precision and expertise.
4733 Torrance Blvd # 993, Torrance, CA 90504, United States -
Ricky Pennington - State Farm Insurance Agent
● ClosedRicky Pennington - State Farm Insurance Agent is a reputable insurance agency located at 1327 Post Avenue in Torrance, California, United States. Ricky Pennington has been a State Farm Agent since 2017, and now his wife and son are also Agents at the institution. They offer a variety of State Farm Insurance products, including Auto, Homeowners, Renters, and Business Insurance. The agency recently relocated to downtown Torrance and is actively involved in supporting organizations such as the Torrance and Lomita Chambers, the Salvation Army, Torrance Kiwanis Club, and more. Ricky Pennington, a disabled Veteran, has a strong commitment to giving back to the community and supporting various charitable organizations. The agency's top performer, Angie, has over 20 years of experience and speaks fluent Spanish. For assistance with the website or any inquiries, customers can call (310) 325-0309. State Farm offers a range of insurance and financial products, including Life Insurance, Annuities, and Pet Insurance. Customers are advised to consult with a tax or legal advisor for personalized advice.
1327 Post Ave Suite I, Torrance, CA 90501, United States -
Reina Mendoza - State Farm Insurance Agent
● ClosedReina Mendoza - State Farm Insurance Agent is an insurance agency located at 2140 Artesia Boulevard in Torrance, California. We provide a range of insurance services to protect you and your assets. Rural road driving can pose unique risks, but we offer tips to help you stay safe. We also provide advice on removing cigarette smoke smell from your car or home. Budgeting for irregular expenses can be challenging, but we have tips to help you manage. For your security, please avoid sharing sensitive information online. If you need assistance with our website, please call (310) 878-4551. State Farm offers life insurance and annuities, as well as deposit products through U.S. Bank National Association. We also offer credit cards through U.S. Bank National Association. State Farm VP Management Corp. provides investment services, but please consult a tax or legal advisor for personalized advice. Thank you for choosing Reina Mendoza - State Farm Insurance Agent for your insurance needs.
2140 Artesia Blvd # Q, Torrance, CA 90504, United States -
Delington Financial & Insurance Services
● ClosedDelington Financial & Insurance Services, located at 21515 Hawthorne Boulevard in Torrance, California, offers a unique blend of financial and insurance solutions. Our professional team specializes in financial risk management, providing tailored strategies to protect you, your loved ones, and your assets from potential financial losses. Life is unpredictable, which is why our consultants are dedicated to finding the right mix of financial and insurance products to meet your specific needs. From dental insurance and discount plans to accident and illness coverage, we offer a comprehensive range of options to safeguard your financial well-being.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
Tom Hindman - State Farm Insurance Agent
● ClosedTom Hindman - State Farm Insurance Agent is an insurance agency located at 23922 Crenshaw Boulevard in Torrance, California. As we celebrate Life Insurance Month, Tom Hindman and his team are dedicated to helping you find the right life policy for you and your loved ones. Whether you prefer in-person or virtual appointments, they are available to accommodate your schedule. Tom Hindman, a State Farm Agent in Torrance, takes pride in building relationships with his policyholders and providing personalized service. With a background in customer service and a commitment to spreading kindness, Tom is passionate about helping families protect themselves with excellent auto, home, life, and business insurance options.
23922 Crenshaw Blvd, Torrance, CA 90505, United States -
South Bay Financial Partners
● ClosedSouth Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
James Chen - State Farm Insurance Agent
● ClosedJames Chen - State Farm Insurance Agent is an insurance agency located at 2259 Torrance Boulevard in Torrance, California. Our office is conveniently situated on the corner of Torrance Boulevard and Cota Avenue, near Torrance Boulevard and Crenshaw. We proudly serve the communities of Torrance, Redondo Beach, Gardena, Palos Verdes, Hermosa Beach, Manhattan Beach, Los Angeles, and the Greater California area. At James Chen - State Farm Insurance Agent, we strive to provide personalized insurance solutions to meet our clients' needs. Our team is fluent in Chinese, Spanish, and English, ensuring that language is not a barrier when discussing your insurance options.
2259 Torrance Blvd, Torrance, CA 90501, United States -
Marcus Brown - State Farm Insurance Agent
● ClosedMarcus Brown - State Farm Insurance Agent is an insurance agency located at 17715 Crenshaw Boulevard in Torrance, California, United States. They provide a range of insurance services, including tips for safe rural road driving, guidance on handling auto-deer collisions, and advice on preventing slips, trips, and falls in businesses. The institution emphasizes the importance of safeguarding sensitive personal information and offers assistance for those using screen readers. They also offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Additionally, they provide information on pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for the content of third party sites referenced in their material and advises consulting a tax or legal advisor for personalized advice.
17715 Crenshaw Blvd, Torrance, CA 90504, United States -
John Lewis Financial
● OpenJohn Lewis Financial is a reputable financial institution located at 2780 Skypark Drive in Torrance, California, United States. As a leading provider of financial services, we offer a wide range of products and solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert advice to our clients. Whether you need assistance with investments, retirement planning, or insurance, John Lewis Financial is here to help you navigate the complex world of finance. Visit us today to learn more about how we can help you secure your financial future.
2780 Skypark Dr, Torrance, CA 90505, United States -
Confidence Wealth Management
● ClosedConfidence 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.
21250 Hawthorne Blvd STE 500, Torrance, CA 90503, United States -
Gamma Financial Services
● ClosedGamma Financial Services is a leading accounting and finance institution located at 21251A Hawthorne Boulevard in Torrance, California. With a team of experienced professionals, Gamma Financial Services offers a wide range of financial services including accounting, tax preparation, investment planning, and more. Whether you are an individual looking for personal financial advice or a business in need of comprehensive financial management, Gamma Financial Services is dedicated to providing top-notch services tailored to meet your specific needs. Trust Gamma Financial Services to help you navigate the complexities of the financial world and achieve your financial goals.
21251A Hawthorne Blvd, Torrance, CA 90503, United States -
Falcon Wealth Planning
● ClosedFalcon Wealth Planning is a leading finance institution located at 3655 Torrance Boulevard in Torrance, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning, investment management, and retirement planning, Falcon Wealth Planning is committed to providing top-tier financial guidance and support to individuals and families. Contact us today to learn more about how we can help you build and protect your wealth.
3655 Torrance Blvd 3rd floor, Torrance, CA 90503, United States -
David Rae, Certified Financial Planner, Accredited Investment Fiduciary
● ClosedDavid Rae, Certified Financial Planner and Accredited Investment Fiduciary, is located at 19191 Vermont Avenue in Torrance, California. Specializing in finance, David Rae aims to guide individuals towards a happier, healthier, and wealthier retirement. As a Los Angeles Financial Planner, David Rae offers personalized financial advice to help clients make smarter decisions and stay on track for their financial goals. With over 20 years of experience, David Rae is dedicated to simplifying the financial planning process and ensuring his clients are well-positioned for prosperity. As a proud recipient of the Investopedia Top 100 Financial Advisors in America award for six consecutive years, David Rae has also been featured in various media outlets, including The Today Show and Forbes. Whether it's retirement planning, tax planning, or investment strategies, David Rae is committed to helping clients live a better life now and in the future. With a focus on financial freedom and tax planning, David Rae offers expert advice and guidance to clients throughout California and beyond. Advisory services are provided by DRM Wealth Management LLC, a registered investment advisor.
19191 Vermont Ave #400, Torrance, CA 90502, United States -
Maeder Wealth Group
● OpenMaeder Wealth Group is a leading finance institution located at 2780 Skypark Drive in Torrance, California, United States. We specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, tax optimization, and estate planning services to help clients build and preserve their wealth. With a commitment to excellence and integrity, Maeder Wealth Group is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
2780 Skypark Dr UNIT 230, Torrance, CA 90505, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank, located at 990 West 190th Street in Torrance, California, is dedicated to helping individuals and families achieve their financial goals. The South Bay team offers expertise in working with a diverse range of clients, including business owners, corporate executives, and modern families. They are committed to helping clients plan for their future and leave a lasting legacy. The team is actively involved in giving back to the community through various organizations. Services offered include investment and insurance products, as well as advice on tax and legal matters. U.S. Bank is dedicated to providing personalized financial solutions to help clients manage and grow their wealth.
990 W 190th St # 220, Torrance, CA 90502, United States -
Ted Kawahara, CFP® - Morgan Stanley
● OpenTed Kawahara, CFP® - Morgan Stanley is a financial institution located at 21250 Hawthorne Boulevard in Torrance, California. As a Certified Financial Planner, Ted Kawahara and his team at Morgan Stanley provide comprehensive financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, they strive to help clients navigate the complexities of the financial markets and make informed decisions about their financial future. Whether you are planning for retirement, saving for education, or managing your wealth, Ted Kawahara, CFP® - Morgan Stanley is committed to helping you achieve financial success.
21250 Hawthorne Blvd Ste 650, Torrance, CA 90503, United States -
Chad R. Turner & Associates, Inc. [CPA + PFS]
● OpenChad R. Turner & Associates, Inc. is a reputable accounting and finance firm located in Torrance, California. Specializing in CPA (Certified Public Accountant) and PFS (Personal Financial Specialist) services, our team of professionals is dedicated to providing high-quality financial guidance and support to individuals and businesses alike. Located at 23505 Crenshaw Boulevard, our institution offers a wide range of services to help clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.
23505 Crenshaw Blvd UNIT 100, Torrance, CA 90505, United States -
H&R Block
● ClosedH&R Block is a trusted name in the field of accounting and finance, located at 18537 Hawthorne Boulevard in Torrance, California. With a team of experienced professionals, H&R Block offers a range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your needs. Visit us today to see how we can help you achieve your financial goals.
18537 Hawthorne Blvd, Torrance, CA 90504, United States -
JHY Global CPA Inc
● ClosedJHY Global CPA Inc is a reputable accounting and finance institution located at 2740 Sepulveda Boulevard in Torrance, California, United States. Specializing in a wide range of financial services, including tax preparation, auditing, and financial consulting, JHY Global CPA Inc is committed to providing top-notch expertise and personalized solutions to meet the unique needs of each client. With a team of highly skilled professionals and a track record of excellence, this institution is a trusted partner for individuals and businesses seeking reliable financial guidance and support.
2740 Sepulveda Blvd, Torrance, CA 90505, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 2455 Sepulveda Boulevard in Torrance, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing you with expert guidance and personalized solutions to help you achieve your financial goals. Visit us today and let us help you navigate the complexities of the financial world with confidence and ease.
2455 Sepulveda Blvd Ste A Ste A, Torrance, CA 90501, United States
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