TOP 30 Personalized financial planning for individuals in California

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Welcome to Jhanira Capital Funding Located in the heart of Culver City, California, Jhanira Capital Funding is your trusted partner in navigating the world of finance. With a deep commitment to helping individuals and businesses achieve their financial goals, we offer a range of tailored financial solutions designed to meet your unique needs.

Welcome to California Bank & Trust, conveniently located at 100 Corporate Pointe in the vibrant city of Culver City, California. As a leading financial institution, we are dedicated to providing a comprehensive array of banking services tailored to meet your personal and business needs. Whether you're looking to manage daily transactions, secure a loan, or plan your financial future, our experienced team is here to assist you with personalized solutions and expert advice. Our Culver City branch is equipped with state-of-the-art ATMs for quick and easy access to your accounts, allowing you to manage your finances on the go. With a commitment to innovation and security, California Bank & Trust ensures that your banking experience is both convenient and safe. We pride ourselves on our strong community ties and our role in supporting local businesses and individuals in achieving their financial goals.

Welcome to Cliveden Capital LLC, your trusted financial partner located in the heart of Los Angeles at 6060 West Manchester Avenue, California. At Cliveden Capital, we are committed to providing exceptional financial services and solutions tailored to meet the unique needs of each client. Our team of experienced financial professionals is dedicated to helping individuals, families, and businesses achieve their financial goals through comprehensive planning and strategic investment management. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial landscapes, Cliveden Capital LLC is here to guide you every step of the way. Discover the difference that personalized financial expertise can make. Contact us today to learn more about how we can assist you in securing a prosperous financial future.

Welcome to Riviera Finance LLC, your trusted financial partner located in the heart of Redondo Beach, California. Situated at 220 Avenue I, we are dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. With a strong commitment to integrity and excellence, Riviera Finance LLC specializes in offering personalized financial solutions that help individuals and businesses achieve their financial goals. Our team of experienced professionals is here to guide you through every step of the financial process, ensuring you receive the highest level of service and support. Whether you're looking for investment advice, financial planning, or business financing, Riviera Finance LLC is here to assist you with expertise and dedication. Visit us today and discover how we can help you navigate the financial landscape with confidence.

Welcome to the ATM at First Citizens Bank, conveniently located at 898 South Sepulveda Boulevard, El Segundo, California. As one of America's largest family-controlled banks, we are proud to offer a wide range of financial services to meet your needs. Whether you're looking to invest with our Self-Directed Investing platform or transform everyday purchases into unlimited cash back, we have the solutions for you. Our commitment extends beyond banking; we support causes like Teen Cancer America to improve the quality of care for teens facing cancer. We also stay informed on financial trends, as Phil Neuhart and Nerre Shuriah discuss potential policy impacts of the 2024 election cycle.

Welcome to Equitable Solutions and Management, your trusted partner in financial excellence, located at 6709 La Tijera Boulevard, Los Angeles, California. At Equitable Solutions and Management, we specialize in providing comprehensive financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of business finance, we offer a wide range of services designed to empower you with the knowledge and tools necessary for financial success. Our commitment to transparency, integrity, and client-focused service sets us apart as a leader in the finance industry.

Welcome to Onewest Bank: ATM, conveniently located at 1570 Rosecrans Avenue, Manhattan Beach, California. As a trusted name in finance, we offer a wide range of services to meet your banking and investment needs. Whether you're looking to invest on your own terms with our Self-Directed Investing platform or support meaningful causes like Teen Cancer America, we are here to assist you every step of the way. Our ATM services provide easy access to your funds, ensuring you can manage your finances efficiently. As part of First Citizens Bank, one of America's largest family-controlled banks, we bring generations of expertise and commitment to our community. We are proud to offer innovative financial solutions, including our EquityLine account with competitive promotional APR rates and flexible terms.

Welcome to Houska Insurance Services, Inc., your trusted partner in navigating the complex world of insurance and employee benefits. Conveniently located at 1230 Rosecrans Avenue, Manhattan Beach, California, we pride ourselves on delivering personalized and comprehensive insurance solutions tailored to meet the unique needs of your business. At Houska Insurance, we go beyond traditional insurance services by offering you and your employees access to top benefits conferences. These events provide invaluable insights into maintaining a healthy and safe workplace, helping your team understand the impact of their lifestyle choices on their future and insurance premiums.

Welcome to Baycap LLC, your trusted partner in financial solutions, conveniently located at 250 North Harbor Drive, Redondo Beach, California. As a premier finance company, we specialize in providing tailored financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping both individuals and businesses achieve their financial goals with innovative and strategic solutions. At Baycap LLC, we understand that every client is unique, which is why we offer a comprehensive range of services including investment advice, wealth management, and financial planning. Our commitment to excellence and personalized service ensures that you receive the guidance and support necessary to navigate the complexities of the financial world.

Welcome to Michael Farley Finance, your trusted financial partner located in the heart of Redondo Beach, California. Situated at 2015 Manhattan Beach Boulevard, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses in our community. At Michael Farley Finance, we pride ourselves on offering personalized service and expert advice to help you navigate the complexities of financial planning. Whether you're looking for investment strategies, retirement planning, tax optimization, or wealth management, our experienced team is here to guide you every step of the way.

Welcome to Maxwell Allen, your trusted partner in financial services located in the heart of Redondo Beach, California. Situated at 2015 Manhattan Beach Boulevard, our firm is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. At Maxwell Allen, we understand that navigating the financial landscape can be complex and overwhelming. That's why our team of experienced professionals is committed to offering expert guidance and strategic advice to help you achieve your financial goals. Whether you are looking for investment management, retirement planning, tax strategies, or wealth preservation, we are here to support you every step of the way.

Welcome to Farmers Insurance - James Corazzini, your trusted local insurance agency located in the heart of Redondo Beach, California. Situated at 1611 South Pacific Coast Highway, we are dedicated to helping our community navigate the often complex world of insurance with ease and confidence. As your local Farmers® agent, James Corazzini, I am committed to providing personalized service to help you identify the insurance coverage that best fits your individual needs. Whether you're looking for auto, home, renters, business insurance, or more, my extensive knowledge and experience ensure that you receive the guidance you need to make informed decisions.

Welcome to East West Bank, located at 27421 Hawthorne Boulevard, Rolling Hills Estates, California. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, we began as a community bank dedicated to supporting immigrants who were often overlooked by mainstream financial institutions. Our rich heritage is celebrated in "The Bridge," a documentary by the East West Bank Foundation, highlighting five decades of perseverance and success within the AAPI community in pursuit of the American dream. At East West Bank, we are proud to have rising star Rose Zhang as our brand and cultural ambassador. Her achievements underscore the importance of a robust foundation in driving excellence and results.

Welcome to Primerica: Josie & Brittney Starling, your trusted local insurance agency located at 6820 La Tijera Boulevard, Los Angeles, California. We are dedicated to providing personalized financial solutions to help you secure the future you envision. Our team, led by the knowledgeable and experienced Josie and Brittney Starling, specializes in a range of insurance services designed to meet your unique needs. At Primerica, we pride ourselves on offering comprehensive insurance options, including life insurance, investment plans, and financial planning services. Our mission is to empower individuals and families by equipping them with the tools and knowledge necessary to achieve financial independence and peace of mind.

Welcome to Kaja and Associates, your trusted partner in finance located in the heart of Los Angeles. Situated at 5250 West Century Boulevard, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of each client. With a commitment to integrity, expertise, and personalized service, Kaja and Associates offers a comprehensive range of solutions including financial planning, investment management, tax advisory, and business consulting. Our team of seasoned professionals brings a wealth of experience and a deep understanding of the financial landscape, ensuring that you receive the guidance necessary to achieve your financial goals. Whether you're an individual seeking to secure your financial future, a business aiming to optimize your financial performance, or an investor looking for strategic advice, we are here to support you every step of the way.

Welcome to East West Bank in Torrance, California Located at 23737 Hawthorne Boulevard, Torrance, California, East West Bank is your trusted partner in banking, finance, and ATM services. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, East West Bank was founded to support immigrants who were underserved by mainstream financial institutions. Our rich history is a testament to our commitment to the community, as highlighted in "The Bridge," a new documentary by the East West Bank Foundation. This film captures 50 years of the AAPI community's journey toward achieving the American dream.

Welcome to Global Finance Credit Solutions Inc., your trusted partner in financial services located in the heart of Inglewood, California. Situated at 740 Centinela Avenue, our firm is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. At Global Finance Credit Solutions Inc., we specialize in a wide range of financial services, including credit counseling, debt management, and financial planning. Our team of experienced professionals is committed to helping you navigate the complexities of finance with ease and confidence. Whether you're looking to improve your credit score, consolidate debt, or plan for a secure financial future, we offer expert guidance and innovative solutions to help you achieve your goals.

Welcome to ICON, your trusted partner in finance, located in the heart of Redondo Beach at 18301 Kingsdale Avenue, California. At ICON, we specialize in providing personalized financial solutions tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals through comprehensive planning, investment management, and wealth preservation strategies. Whether you're looking to plan for retirement, manage your investments, or navigate complex financial decisions, ICON offers the expertise and resources to guide you every step of the way. We pride ourselves on delivering exceptional customer service and building long-lasting relationships with our clients based on trust and transparency.

Welcome to "Geoff Delahanty - Thrivent," your trusted partner in financial planning and investment advisory services. Conveniently located at 3820 Del Amo Boulevard, Torrance, California 90503, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our services extend across multiple states, including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI, ensuring that our expertise is accessible to a wide range of clients. At Geoff Delahanty - Thrivent, we utilize Thrivent's Financial Planning Framework to conduct thorough reviews and analyses of your financial situation. Our goal is to empower you with the knowledge and tools necessary to make informed decisions about your financial future. For those seeking a more in-depth planning experience, our Dedicated Planning Services offer personalized, written recommendations for a fee.

Welcome to Branko & Ninfa Placik, your trusted partner in financial services located in the heart of Inglewood, California. Conveniently situated at 3911 West Imperial Highway, our business is dedicated to providing exceptional banking and financial solutions tailored to meet your needs. At Branko & Ninfa Placik, we offer a wide range of services including ATM access for quick and easy transactions, comprehensive banking services to manage your finances efficiently, and expert financial advice to help you plan for a secure future. Our commitment to excellence and customer satisfaction sets us apart as a reliable choice for individuals and businesses alike.

Welcome to Lubemer International Insurance Agency, Inc., your trusted partner in safeguarding your future. Conveniently located at 13303 South Inglewood Avenue, Hawthorne, California, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. As a premier insurance agency, we specialize in a wide range of services, including auto, home, life, and business insurance, ensuring that you and your assets are well-protected. At Lubemer International Insurance Agency, Inc., we pride ourselves on our personalized approach, offering expert advice and customized plans to suit individual requirements. Our experienced team of professionals is committed to delivering exceptional service, guiding you through the complexities of insurance with ease and confidence.

Welcome to Amigo Credit Cumplimiento Y Creciendo, your trusted partner in financial growth and stability, located in the heart of Inglewood, California. Our mission is to empower individuals and businesses by providing tailored financial solutions that meet your unique needs. As a leading provider in the banking and finance sector, we specialize in offering a wide range of services, including personal and business loans, credit counseling, and financial planning. At Amigo Credit Cumplimiento Y Creciendo, we understand the importance of financial security and growth. Our team of experienced professionals is dedicated to helping you achieve your financial goals with personalized service and expert advice. Whether you're looking to improve your credit score, secure a loan for your business, or plan for the future, we are here to support you every step of the way.

Welcome to Malaga Bank, your trusted partner in banking and financial services located conveniently at 25700 Crenshaw Boulevard, Torrance, California. As a cornerstone of the community, Malaga Bank is dedicated to providing exceptional financial solutions tailored to meet your individual and business needs. Whether you're looking to manage your day-to-day finances, secure a loan, or plan for the future, our team of experienced professionals is here to guide you every step of the way. With a commitment to personalized service and a comprehensive range of banking products, Malaga Bank is more than just a financial institution; it's a place where your financial dreams can become a reality. Visit us today to experience the difference of community-focused banking.

Welcome to the Finance Department, your trusted partner in accounting and financial management, located conveniently at 3031 Torrance Boulevard, Torrance, California. As a dedicated local government office, we are committed to serving the financial needs of our community with integrity and professionalism. Our team of experienced professionals is here to provide a comprehensive range of services, including budgeting, financial planning, auditing, and tax assistance. Whether you're an individual seeking personal finance guidance or a business looking for expert accounting solutions, our goal is to ensure transparency, accuracy, and efficiency in all financial matters. Visit us today and experience the difference of working with a team that prioritizes your financial well-being.

Welcome to US Metro Bank, your trusted financial partner located at 2742 Sepulveda Boulevard, Torrance, California. As a premier banking institution, we pride ourselves on offering a wide range of financial services tailored to meet the needs of individuals, families, and businesses in our community. Our dedicated team of experienced professionals is committed to providing exceptional customer service and personalized financial solutions to help you achieve your financial goals. At US Metro Bank, we offer a comprehensive suite of banking services, including personal and business checking and savings accounts, competitive loan options, and investment opportunities. Our state-of-the-art online and mobile banking platforms ensure you have convenient access to your accounts anytime, anywhere.

Welcome to A L Epps Inc, your trusted partner in financial services, located in the heart of Inglewood, California. Situated at 2930 West Imperial Highway, our firm is dedicated to providing top-tier financial solutions tailored to meet the unique needs of our diverse clientele. With a commitment to excellence and a focus on personalized service, A L Epps Inc specializes in a comprehensive range of financial services designed to help individuals and businesses achieve their financial goals. Our team of experienced professionals brings a wealth of knowledge and expertise, ensuring that you receive the best advice and strategies for your financial planning, investment management, and tax preparation needs. Whether you are seeking assistance with personal finance, business consulting, or retirement planning, we are here to guide you every step of the way.

Welcome to Comerica Bank, your trusted financial partner located at 2795 Pacific Coast Highway in Torrance, California. As a leading provider of comprehensive banking and financial services, we are dedicated to helping individuals and businesses achieve their financial goals. Our Torrance branch offers a wide range of services including personal banking, business banking, loans, wealth management, and more. Our team of experienced professionals is committed to delivering personalized solutions and exceptional customer service to meet your unique needs. Visit us today to experience the Comerica difference and discover how we can support your financial journey. Whether you're looking to open a new account, secure a loan, or plan for your financial future, Comerica Bank is here to help.

Welcome to State Farm: Heather Chong, your trusted insurance agency located at 3220 Sepulveda Boulevard, Torrance, California 90505. At Heather Chong's agency, we understand that everyone loves saving money while ensuring that the things that matter most to you are protected. That's why we offer customizable coverage plans designed to safeguard your family, assets, and financial well-being. Whether you're looking for auto insurance that fits your lifestyle, homeowners insurance to protect your largest investment, or renters insurance to cover your personal belongings, Heather Chong is here to help. We offer a variety of insurance products, including auto, home, renters, life, health, and even pet insurance. Our goal is to provide you with a personalized insurance solution that meets your unique needs and budget.

Welcome to Vegan and Animals Professionals Insurance Agency, your trusted partner in securing peace of mind for compassionate business owners and individuals. Conveniently located at 2785 California 1, Torrance, California, we specialize in providing tailored insurance solutions specifically designed for vegan businesses, animal professionals, and like-minded individuals who prioritize ethical and sustainable practices. Our dedicated team understands the unique challenges and needs of those in the vegan and animal care industries. Whether you operate a vegan restaurant, run an animal sanctuary, or are a professional working with animals, we offer comprehensive coverage options to protect your livelihood and values.

Welcome to the U.S. Bank ATM located at 29000 South Western Avenue, Rancho Palos Verdes, California 90275. Our ATM is a convenient and secure spot for all your financial needs, offering easy access to your accounts and a variety of banking services. Whether you need to withdraw cash, check your account balance, or transfer funds, our ATM is equipped to handle your transactions efficiently. As part of U.S. Bank, we are committed to providing you with innovative financial solutions, including our Bank Smartly Checking® account, which simplifies money management.