Personalized financial planning in Santa Monica, CA
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Fariba Zand - State Farm Insurance Agent
● ClosedFariba Zand - State Farm Insurance Agent is an insurance agency located at 2432 Lincoln Boulevard in Santa Monica, California, United States. With almost three decades of experience, Fariba Zand and her team are dedicated to providing exceptional service and protection to their customers. They offer a wide range of insurance options, including Home, Life, Auto insurance, and financial products. Fariba Zand believes in accountability and building strong relationships with her team, customers, and community. Her agency is creative and focused on providing dependable financial life choices with simplicity and care. The team at Fariba Zand State Farm Agency is committed to exceeding customer expectations by being accessible, responsive, and proactive in addressing any concerns or changes in insurance needs.
2432 Lincoln Blvd Ste D, Santa Monica, CA 90405, United States -
LA County Travel Notary Services
● OpenLA County Travel Notary Services is a reliable and efficient finance institution located in the heart of Santa Monica, California. Our team of skilled notaries are ready to assist with all your notarization needs, whether it be for legal documents, real estate transactions, or any other important paperwork. We offer mobile services, so we can come to you wherever you are in Los Angeles County. Trust LA County Travel Notary Services for all your notarization needs.
2716 Ocean Park Blvd, Santa Monica, CA 90405, United States -
Capital Peaks
● OpenCapital Peaks is a premier financial institution located at 12304 Santa Monica Boulevard in the bustling city of Los Angeles, California. As a leading provider of financial services, Capital Peaks offers a wide range of investment options, wealth management services, and financial planning solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Capital Peaks is dedicated to helping clients navigate the complex world of finance and build a secure financial future.
12304 Santa Monica Blvd, Los Angeles, CA 90025, United States -
Farmers Insurance - Arash Aram
● ClosedFarmers Insurance - Arash Aram is an insurance agency located at 2444 Wilshire Boulevard, Santa Monica, California, United States. As your local Farmers® agent in Los Angeles, CA, Arash Aram helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, life, and more. Aram can help you understand your coverage options and provide personalized recommendations to protect your assets and investments. Contact Arash Aram for a comprehensive insurance review and to learn about available discounts. Farmers Insurance also offers financial planning services to help you secure a stable future. Additionally, Aram can assist with personal umbrella insurance and renters insurance to provide added protection for your possessions. For businesses, Farmers Insurance offers customized insurance packages to reduce risk and protect investments. Contact Arash Aram today to discuss your insurance needs and create a plan to achieve your goals.
2444 Wilshire Blvd Ste 285, Santa Monica, CA 90403, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025, United States -
Farmers Insurance - Esam Boktor
● ClosedFarmers Insurance - Esam Boktor is an insurance agency located at 3301 Ocean Park Boulevard in Santa Monica, California. As a long-time resident of California, Esam Boktor takes pride in serving the local community and surrounding areas. The agency offers a variety of insurance policies, including auto, home, life, and business insurance, as well as financial services through Farmers Financial Solutions. The team at the Esam Boktor Agency is dedicated to helping clients find the best coverage at competitive rates, with a focus on customer service and personalized plans. Whether you need comprehensive car insurance, protection for your home, or coverage for your small business, the agency is here to help. Contact Esam Boktor today to explore your insurance options and secure a more stable future for you and your family.
3301 Ocean Park Blvd #105, Santa Monica, CA 90405, United States -
IPSB - School of Integrative Psycho-Structural Bodywork
● ClosedIPSB - School of Integrative Psycho-Structural Bodywork, located in Santa Monica, California, has been a leader in holistic bodywork and energy-work education for over 40 years. Our welcoming community provides a space for self-discovery and transformation, whether you are pursuing a career as a therapeutic bodyworker or simply seeking personal growth. Our students have the lowest rate of injury, best reviews, and highest rate of return requests in the industry. At IPSB, you will learn Tai Chi body mechanics to generate energy while you work, leading to injury-free, long-lasting careers. Our experiential education focuses on holistic healing, fostering healthier relationships with yourself and your clients. Join our inclusive community and establish lifelong connections with like-minded individuals.
3400 Airport Ave STE 25, Santa Monica, CA 90405, United States -
LA Tax Law
● ClosedLA Tax Law is a premier tax law firm located at 201 Wilshire Boulevard in Santa Monica, California. Our team of experienced tax attorneys specializes in all areas of tax law, including tax planning, tax controversy, and tax litigation. We are dedicated to providing our clients with personalized and effective legal solutions to help them navigate the complexities of the tax system. Whether you are an individual or a business owner, our experts are here to assist you with all of your tax-related needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.
201 Wilshire Blvd #100, Santa Monica, CA 90401, United States -
Farmers Insurance - Refugio Castro
● ClosedFarmers Insurance - Refugio Castro is an insurance agency located at 1247 Lincoln Boulevard in Santa Monica, California. Refugio Castro, a lifelong resident of California, is proud to serve the Santa Monica area and surrounding areas as a local Farmers® agent. With over 8 years of experience in the insurance industry, Refugio and the Castro Insurance Agency focus on providing exceptional customer service and ensuring that each client is well-informed about their coverage options. The agency offers a wide range of insurance products, including business, life, home, and auto insurance. Refugio can help clients navigate the complexities of insurance coverage, offering comprehensive advice and personalized solutions tailored to individual needs and budgets. Customers can also benefit from competitive rates and multi-line insurance discounts.
1247 Lincoln Blvd UNIT G, Santa Monica, CA 90401, United States -
Jatinder Kaur: Allstate Insurance
● ClosedJatinder Kaur: Allstate Insurance is a reputable insurance agency located at 11870 Santa Monica Boulevard in Los Angeles, California. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible rates. With our expert knowledge and exceptional customer service, you can trust us to protect what matters most to you. Contact us today to learn more about our insurance offerings and how we can help you secure a brighter future.
11870 Sta Mon Blvd Suite 207, Los Angeles, CA 90025, United States -
Farmers Insurance - Jeffrey Pellissier
● ClosedFarmers Insurance - Jeffrey Pellissier is an insurance agency located at 8235 Santa Monica Boulevard, West Hollywood, California, United States. As a Farmers agent, Jeffrey Pellissier can assist you with comprehensive coverage, collision coverage, deductibles, medical payments, and more for your car insurance needs. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home in case of disaster. They also offer life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance policies. Contact Jeffrey Pellissier for a financial plan to help you reach your goals. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated insurers underwrite policies offered through this agency. Securities are offered through Farmers Financial Solutions, LLC. Visit the agency for more information on available products and discounts.
8235 Santa Monica Blvd Suite 201, West Hollywood, CA 90046, United States -
Ocean Avenue Wealth Management
● OpenOcean Avenue Wealth Management is a prestigious finance institution located at 1431 Ocean Avenue in the vibrant city of Santa Monica, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Ocean Avenue Wealth Management to navigate the complexities of the financial world and help you secure a prosperous future.
1431 Ocean Ave, Santa Monica, CA 90401, United States -
Telos Advisors
● OpenTelos Advisors is a reputable financial institution located at 1460 4th Street in Santa Monica, California, United States. We specialize in providing expert financial advice and solutions to help our clients achieve their financial goals. Our team of experienced advisors offers personalized services tailored to meet the unique needs of each individual or business. Whether you are looking to grow your investments, plan for retirement, or manage your finances more effectively, Telos Advisors is here to help. Trust us to provide you with sound financial guidance and support to secure your financial future.
1460 4th St, Santa Monica, CA 90401, United States -
WellAcre Global Wealth Advisors
● ClosedWellAcre Global Wealth Advisors is a leading financial institution located in the heart of Santa Monica, California. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on global wealth management, we provide personalized investment strategies tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WellAcre Global Wealth Advisors is here to guide you every step of the way. Visit us at 520 Broadway to learn more about how we can help you build a secure financial future.
520 Broadway #200, Santa Monica, CA 90401, United States -
Allen & Associates LLC
● OpenAllen & Associates LLC is a reputable finance institution located at 225 Santa Monica Boulevard in Santa Monica, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment management, retirement planning, tax consulting, and more. Trust Allen & Associates LLC to provide expert financial guidance and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
225 Santa Monica Blvd, Santa Monica, CA 90401, United States -
john c masterson
● OpenJohn C Masterson is a prestigious finance institution located at 906 Idaho Avenue in Santa Monica, California, United States. With a strong reputation for excellence in financial services, our institution offers a wide range of investment and wealth management solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing personalized, top-notch service to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, John C Masterson is here to help you every step of the way.
906 Idaho Ave, Santa Monica, CA 90403, United States -
Victus Capital Wealth
● OpenVictus Capital Wealth is a prestigious finance institution located at 1327 Ocean Avenue in Santa Monica, California, United States. With a reputation for excellence in wealth management and financial planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Victus Capital Wealth provides personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.
1327 Ocean Ave Suite K, Santa Monica, CA 90401, United States -
Lineage Asset Advisors
● OpenLineage Asset Advisors is a leading finance institution located at 1804 14th Street in Santa Monica, California, United States. Our team of experienced advisors specializes in providing personalized financial solutions to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Lineage Asset Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and learn how we can help you secure your financial future.
1804 14th St, Santa Monica, CA 90404, United States -
Abacus Wealth Partners
● ClosedAbacus Wealth Partners, located at 429 Santa Monica Boulevard in Santa Monica, California, is a finance institution dedicated to helping individuals, families, nonprofits, and foundations achieve financial ease and focus on what matters most. Our team of Advisors and CFP® professionals work collaboratively to provide comprehensive wealth management services both in-person and virtually. Through our innovative financial planning process and evidence-based investment strategy, we help clients stop worrying about money and fully experience life. Our Los Angeles team hosts educational workshops, seminars, and financial literacy courses in the community, and also gives back through volunteer work. If you're ready to expand what's possible with your money, contact us for an introductory call. Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission, offering personalized financial advice and services.
429 Santa Monica Blvd #500, Santa Monica, CA 90401, United States -
One Wealth Management
● ClosedOne Wealth Management is a finance institution located at 233 Wilshire Boulevard, Santa Monica, California, United States. We believe that relationships are key to success, inspiring trust and discipline for mutual growth. Our team is dedicated to understanding your goals and helping you reach your full potential. Our experienced advisors specialize in investment management strategies and financial planning, analyzing, customizing, implementing, and protecting plans to help you achieve financial success. We work as a team to fulfill your goals and provide a wide range of financial services to meet your needs.
233 Wilshire Blvd # 550, Santa Monica, CA 90401, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Cottrell Consults LLC
● OpenCottrell Consults LLC, located at 3435 Ocean Park Boulevard in Santa Monica, California, has been providing expert financial strategies and planning since 2001. Specializing in assisting businesses in developing and growing, Cottrell Consults offers a wide range of consulting services to help clients achieve their goals. With a focus on building trust and making informed decisions, Cottrell Consults works closely with clients to set a clear course and make necessary adjustments along the way. Clients praise the founder, Dave, for his ability to work with diverse personalities and achieve common goals, as well as his principled negotiation tactics and focused decision-making.
3435 Ocean Park Blvd 107 PMB 107, Santa Monica, CA 90405, United States -
Northwestern Mutual
● ClosedNorthwestern Mutual is a reputable finance and insurance agency located at 2800 28th Street in Santa Monica, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and families secure their financial future. Their team of experienced professionals is dedicated to providing personalized solutions that meet the unique needs and goals of their clients. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Northwestern Mutual is committed to helping you achieve financial security and peace of mind.
2800 28th St #327, Santa Monica, CA 90405, United States -
ICG Advisors
● ClosedICG Advisors is a leading finance institution located at 11111 Santa Monica Boulevard in Los Angeles, California, United States. With a team of experienced financial advisors, ICG provides expert guidance and strategic solutions to clients in the areas of investment management, wealth planning, and financial consulting. Known for their personalized approach and commitment to excellence, ICG Advisors is dedicated to helping individuals and businesses achieve their financial goals.
11111 Santa Monica Blvd # 2100, Los Angeles, CA 90025, United States -
Chris Bell Wealth Management
● ClosedChris Bell Wealth Management is a renowned finance institution located at 11111 Santa Monica Boulevard in the bustling city of Los Angeles, California, United States. With a focus on providing personalized financial planning and investment management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chris Bell Wealth Management is committed to providing top-notch financial guidance and support. Visit us today to start your journey towards financial success.
11111 Santa Monica Blvd Suite 1100, Los Angeles, CA 90025, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 11111 Santa Monica Boulevard in Los Angeles, California. With a strong presence in the United States, Northwestern Mutual is dedicated to helping individuals and businesses achieve financial security through a range of insurance and investment products. Their team of experienced professionals provide personalized financial planning services to help clients reach their goals and protect their assets. Whether you are looking for life insurance, retirement planning, or investment strategies, Northwestern Mutual is committed to helping you secure your financial future.
11111 Santa Monica Blvd #300, Los Angeles, CA 90025, United States -
The Alexander Group - Morgan Stanley
● OpenThe Alexander Group - Morgan Stanley is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in the financial industry, this institution provides a wide range of services including wealth management, investment banking, and financial advisory. The team at The Alexander Group - Morgan Stanley is dedicated to helping clients achieve their financial goals through expert advice and personalized solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, The Alexander Group - Morgan Stanley is committed to providing top-notch service and expertise.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Bunker Hill Group - Morgan Stanley
● OpenBunker Hill Group - Morgan Stanley is a prestigious finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence and expertise in financial services, Bunker Hill Group - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. The institution is known for its innovative strategies, personalized approach, and commitment to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Bunker Hill Group - Morgan Stanley is dedicated to providing top-tier financial solutions tailored to your individual needs.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Darya Allen-Attar - Morgan Stanley
● OpenDarya Allen-Attar - Morgan Stanley is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment opportunities and wealth management solutions to their clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, the experienced professionals at Darya Allen-Attar - Morgan Stanley are dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to financial planning for a secure and prosperous future.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Raven Capital Management
● OpenRaven Capital Management is a leading finance institution located at 1335 4th Street in Santa Monica, California, United States. With a strong reputation for expert financial management and investment strategies, Raven Capital Management offers a wide range of services to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raven Capital Management is here to help you navigate the complexities of the financial world with confidence and peace of mind.
1335 4th St 4th FL, Santa Monica, CA 90401, United States
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