Personalized financial planning in El Segundo, California

Xceed Financial Credit Union is a trusted financial institution located at 888 North Nash Street in El Segundo, California, United States. As a credit union, Xceed Financial offers a wide range of financial services including savings accounts, loans, and investment options. With a focus on providing excellent customer service and competitive rates, Xceed Financial is dedicated to helping its members achieve their financial goals. Additionally, the institution provides convenient ATM services for easy access to funds.

Kinecta Federal Credit Union in El Segundo is a trusted financial institution located at 2140 East El Segundo Boulevard in California, United States. As a member-owned credit union, Kinecta offers a wide range of financial services including savings accounts, loans, mortgages, and investment options. With a focus on personalized customer service and community involvement, Kinecta is dedicated to helping individuals and families achieve their financial goals. Visit us today to experience the difference of banking with Kinecta Federal Credit Union.

Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 205 East El Segundo Boulevard, El Segundo, California, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Kaye Capital Management is a leading financial planning and investment advisor located at 713 Campus Square West in El Segundo, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Kaye Capital Management is here to provide you with the expertise and support you need. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Glen Ferrand, located at 2301 Rosecrans Avenue in El Segundo, California, offers personalized wealth strategies and management services to individuals, families, foundations, and institutions. With a focus on risk management and customized financial strategies, Glen holds various designations and certifications, including CFA® Charterholder, CFP® Professional, and FRM® (Financial Risk Manager). He is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management prioritizes your goals and priorities, adapting to changes over time to help you achieve what matters most. With a mission to help clients make smart investment decisions through integrity, trust, and personalized service, Glen Ferrand and his team are committed to helping you pursue your financial goals.

Andre Logan is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 2301 Rosecrans Avenue in El Segundo, California. With years of experience and expertise in the finance industry, Andre is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Andre Logan is here to provide personalized financial guidance and support. Trust in Ameriprise Financial Services, LLC for all your financial needs.

Edward Jones - Financial Advisor: Sofian Haikal, CFA® is a reputable finance institution located at 222 North Pacific Coast Highway in El Segundo, California, United States. With a focus on providing personalized financial advice and services, Sofian Haikal, a Chartered Financial Analyst, offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or saving for the future, Edward Jones is committed to helping you make informed decisions and secure your financial future.

Quantum Financial Advisors, LLC is a leading finance institution located at 222 North Pacific Coast Highway in El Segundo, California, United States. Our team of experienced financial advisors is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, our experts are here to guide you every step of the way. At Quantum Financial Advisors, LLC, we prioritize transparency, integrity, and client satisfaction in all of our financial services. Contact us today to schedule a consultation and take control of your financial future.

Merrill Lynch Financial Advisor Rita Sethy, located at 2301 Rosecrans Avenue, El Segundo, California, is a finance institution dedicated to helping clients achieve their financial goals. Led by the husband-and-wife team of Rita and Viney Sethy, the RVS Group offers personalized financial planning and investment strategies for successful executives, entrepreneurs, and multi-generational families. With a focus on building long-term relationships, the team at RVS Group takes a holistic approach to wealth management, considering not only financial objectives but also personal values and aspirations. Through careful research and disciplined investment principles, the team aims to help clients navigate market fluctuations and achieve long-term financial success. In addition to wealth management services, the RVS Group also specializes in legacy planning, helping clients create a lasting impact for future generations. Recognized for their exemplary client service, the team at RVS Group is dedicated to providing tailored solutions and ongoing support to help clients reach their financial goals.

LPL Financial is a leading finance institution located at 2381 Rosecrans Avenue in El Segundo, California, United States. With a focus on providing comprehensive financial services, LPL Financial offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or create a customized financial strategy, LPL Financial is committed to providing personalized and professional service to meet your needs.

49 Financial is a finance institution located in Los Angeles, California, at 840 Apollo Street in El Segundo. Partner with our team of knowledgeable advisors to create a personalized financial plan that aligns with your unique goals. We believe in the philosophy that 'TWO ARE BETTER THAN ONE', and our team of dedicated advisors work together to simplify the complexities of financial planning so you can focus on what truly matters to you. Our values-based approach ensures that we understand your individual needs and circumstances, allowing us to provide you with tailored solutions and strategies that you can trust. We believe that financial success goes beyond just numbers, which is why we take the time to get to know you and your goals before creating a plan that fits your specific needs.

Primeview Capital/LPL Financial is a reputable financial institution located at 222 North Sepulveda Boulevard in El Segundo, California, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses manage their investments and achieve their financial goals. With a team of experienced professionals, Primeview Capital/LPL Financial offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you succeed in your financial endeavors.

Welcome to Financial Partners Credit Union, your trusted partner in achieving financial success. Conveniently located at 12401 Washington Boulevard, Whittier, California, we proudly serve the Los Angeles Metro, Orange County, San Diego, and San Francisco areas. Our mission is to provide personalized financial solutions tailored to your unique goals, helping you navigate life's financial journeys with confidence. At Financial Partners Credit Union, we offer a comprehensive range of banking services designed to meet your needs, including checking and savings accounts, credit cards, mortgages, auto loans, and personal loans. Whether you're looking to get the wheels you need for your precious cargo or seeking tailored product recommendations, our expert team is here to guide you every step of the way.

Marquis Financial Services is an insurance agency located at 2041 Rosecrans Avenue in El Segundo, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or commercial insurance, we are here to help you navigate the complexities of the insurance industry and find the coverage that best suits your individual situation. With a focus on customer service and a reputation for reliability, Marquis Financial Services is your trusted partner in protecting what matters most. Contact us today to learn more about how we can assist you with your insurance needs.

Welcome to the Bank of America Financial Center, conveniently located at 835 North Pacific Coast Highway in El Segundo, California. As a trusted leader in banking and finance, we are committed to providing you with comprehensive financial services tailored to meet your needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our knowledgeable team is here to assist you every step of the way. Our state-of-the-art facility ensures a seamless banking experience with access to the latest technology and personalized service. Visit us today to discover how we can help you achieve your financial goals.

Cetera Financial Group, Inc./Cetera Advisor Networks is a leading financial institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. As a finance institution, Cetera offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and experts, Cetera is dedicated to providing personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Cetera Financial Group, Inc./Cetera Advisor Networks is committed to helping you succeed.

Welcome to Financial Partners Credit Union, your trusted financial partner located in El Segundo, California, serving the Los Angeles Metro, Orange County, San Diego, and San Francisco areas. We are committed to helping you achieve your financial goals with personalized solutions and expert guidance. At Financial Partners Credit Union, we offer a comprehensive range of banking services to meet your needs, including checking accounts, savings accounts, credit cards, mortgages, auto loans, personal loans, and more. Whether you're looking to finance a new vehicle, purchase a home, or manage your finances efficiently, we provide tailored recommendations to suit your unique financial situation.

Javier Barajas - Prudential Financial is a reputable finance and insurance agency located at 100 North Sepulveda Boulevard in El Segundo, California, United States. With a strong focus on providing top-notch financial planning and insurance services, the institution is dedicated to helping clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Javier Barajas - Prudential Financial offers personalized solutions tailored to meet your specific needs and goals. Trust in their expertise and commitment to excellence for all your financial and insurance needs.

Daniel Ueda - Prudential Financial is a reputable finance and insurance agency located at 100 North Sepulveda Boulevard in El Segundo, California, United States. With a focus on providing top-notch financial services and insurance solutions, Daniel Ueda - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. With a team of experienced professionals, clients can trust in the expertise and personalized service offered by this institution. Whether you are looking for investment advice, retirement planning, or insurance coverage, Daniel Ueda - Prudential Financial is committed to providing the guidance and support needed for financial success.

Jordan Yoshitake - Prudential Financial is a reputable finance and insurance agency located at 100 North Sepulveda Boulevard in El Segundo, California, United States. With a strong focus on providing personalized financial solutions and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Jordan Yoshitake - Prudential Financial is committed to delivering top-notch service and expertise to meet your needs. Contact us today to schedule a consultation and start securing your financial future.

Joseph Torrey - Prudential Financial is a reputable finance and insurance agency located at 100 North Sepulveda Boulevard in El Segundo, California, United States. With a strong focus on providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Joseph Torrey - Prudential Financial is committed to delivering personalized solutions and excellent customer service to clients, ensuring their financial well-being and peace of mind.

Morgan Stanley Financial Advisors is a leading finance institution located at 2141 Rosecrans Avenue in El Segundo, California, United States. Our team of experienced financial advisors provide personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong track record of success and a commitment to excellence, Morgan Stanley Financial Advisors is dedicated to providing top-tier financial solutions to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.

Paul A. Fea - RBC Wealth Management Financial Advisor is a prestigious finance institution located at 2361 Rosecrans Avenue in El Segundo, California, United States. As a trusted financial advisor, Paul A. Fea offers expert wealth management services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can rely on Paul A. Fea for sound advice and guidance to secure their financial future. Trust in Paul A. Fea - RBC Wealth Management Financial Advisor for all your financial needs.

Greg Prahser - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2361 Rosecrans Avenue in El Segundo, California. As a dedicated financial advisor, Greg Prahser provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Greg Prahser helps clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Greg Prahser - RBC Wealth Management Financial Advisor is committed to helping you secure your financial future.

Carol A. Wilshire - RBC Wealth Management Financial Advisor is a reputable finance institution located at 2361 Rosecrans Avenue in El Segundo, California, United States. As a trusted financial advisor, Carol A. Wilshire offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert advice and guidance, the institution is dedicated to helping individuals and businesses make informed decisions about their investments and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Carol A. Wilshire - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor AMRISH KURANI is a finance institution located at 2301 Rosecrans Avenue, El Segundo, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to the client's goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, the institution aims to help clients pursue their financial goals through personalized wealth management strategies. The institution believes in building strong relationships with clients by understanding their needs and aspirations, and providing advice and guidance to help them achieve their financial objectives. Through personalized plans, investment insights, and comprehensive financial solutions, AMRISH KURANI works with clients to design and implement strategies to manage, grow, and preserve their wealth. The institution is dedicated to helping clients navigate the complexities of their financial lives, offering personalized investment approaches to address their needs and goals. With a focus on understanding the client's personality and priorities, AMRISH KURANI aims to provide tailored financial approaches that reflect the client's unique needs and help them stay on track to achieve their goals. By staying informed about changes in the client's life and revisiting their financial approach, the institution strives to help clients adapt to fluctuations in the market and changes in their circumstances. With a commitment to putting the client first, Merrill Lynch Financial Advisor AMRISH KURANI provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Kosmont Financial Services is a reputable financial institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Kosmont Financial Services offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Kosmont Financial Services today for expert financial guidance and support.

Merrill Lynch Financial Advisor Andrew Hur is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Andrew Hur joined Merrill Lynch Wealth Management in 2017 and has over 13 years of experience in the financial services industry. He assists High Net Worth individuals and business owners with wealth accumulation and preservation, as well as banking and lending needs through Bank of America. Andrew believes in full transparency and strong communication skills to build long-lasting relationships with his clients. He is fluent in Korean and holds various certifications including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. Andrew focuses on goals-based financial planning and works with clients to understand their financial goals and priorities. He believes in creating a personalized financial approach that reflects each client's unique needs and financial situation. With access to the resources of Merrill and Bank of America, Andrew helps clients manage, grow, and preserve their wealth. He believes in staying informed about changes in the financial markets and in clients' lives to help them stay on track towards their goals. Andrew's mission is to understand each client personally and design a customized plan to help them pursue their financial goals. Whether it's planning for retirement, funding education, or passing wealth to future generations, Andrew is dedicated to helping clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Andrew is committed to providing personalized investment strategies and comprehensive financial solutions to address each client's needs. He believes in the power of building strong client relationships based on trust and personalized service. Andrew Hur is registered to do business in several states and is dedicated to helping clients live their best financial life.

Weber Financial Services is a trusted finance institution located at 222 North Sepulveda Boulevard in El Segundo, California, United States. With a strong reputation for providing expert financial advice and services, Weber Financial Services is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your finances, Weber Financial Services has the expertise and resources to help you succeed. Visit us today to learn more about how we can assist you in reaching your financial objectives.

Financial Finesse is a finance and health institution located at 123 Arena Street in El Segundo, California, United States. Our mission is to provide life-changing financial coaching to everyone, using both human and AI-powered coaching to inspire employees to become financially well. Employees who participate in our coaching program report major reductions in financial stress and improvements in job satisfaction. Our personalized financial coaching empowers employees to maximize their compensation and benefits, with impressive results such as a decrease in financial stress levels and an increase in credit scores. Trusted by over 20,000 employers worldwide, Financial Finesse is dedicated to helping individuals transform their financial lives through personalized coaching and market-leading technology. Our experienced coaches, combined with cutting-edge technology, create mass personalization to drive meaningful change for millions of individuals. Our integrated, multi-channel platform meets employees where they are and propels them forward, delivering tangible outcomes for their workforce, organizational culture, and bottom line. Employees have access to an interactive homebase and learning center tailored to their unique financial journey, making taking critical steps towards financial wellness feel simple and fun. With unlimited access to experienced CFP® coaches and the only AI-powered coach backed by research and behavioral science, Financial Finesse is committed to prioritizing employees' financial health and overall wellbeing. Join us in our mission to deliver life-changing financial guidance to those who need it most.