TOP 30 Personalized financial services in Santa Monica, California

151 results found

Stella Oak Financial and Insurance Services is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California. With a focus on providing personalized financial solutions and comprehensive insurance coverage, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Stella Oak Financial and Insurance Services is committed to providing top-notch service and expertise to meet your needs. Visit us today to learn more about how we can assist you in securing your financial future.

HoyleCohen Wealth Management in Santa Monica is a premier finance institution located at 2120 Colorado Avenue in California, United States. With a team of experienced financial advisors, HoyleCohen provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, HoyleCohen offers expert guidance and strategic solutions tailored to your individual needs. Visit us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Nicholas Anthony is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they evolve over time. Our mission is to understand what matters most to you, helping you make informed investment decisions to reach your goals. Through our Investment Personality Assessment, we tailor a financial approach to suit your preferences. We offer personalized plans, regular check-ins, and access to the investment insights of Merrill and banking solutions from Bank of America. Our goal is to help you achieve financial success and turn your aspirations into reality. Let's work together to create a financial approach that reflects your personality and priorities.

Edward Jones - Financial Advisor Joshua Lightcap, CFP®, CEPA®, AAMS™, CRPS™ is a trusted financial institution located at 5083 Santa Monica Avenue in San Diego, California. Specializing in providing comprehensive financial planning services, Joshua Lightcap and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and a commitment to excellence, Edward Jones is the go-to destination for individuals and families looking for expert financial advice and guidance. Contact them today to schedule a consultation and start planning for a brighter financial future.

Merrill Lynch Financial Advisor Sherry K Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer a range of services including credit and lending through Bank of America, N.A. and personalized wealth management advice. The team at Merrill believes in getting to know their clients personally to create a customized financial approach that reflects their goals and priorities. With over 60 years of experience in financial services, the Grant Team provides tailored consulting, wealth planning, lending, and investment advice to a range of clients including private investors, pensions, foundations, and businesses. They use a Goals-Based Wealth Management Process to adjust for changes in clients' needs and the investment climate. The team also offers the Merrill Personal Wealth Analysis™ to help clients build and document a personalized plan centered on their goals. By understanding clients' needs, goals, personalities, and backgrounds, the team at Merrill Lynch provides specifically designed advice in an understandable manner to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Nicholas Clauson Grose, located at 100 Wilshire Boulevard in Santa Monica, California, is dedicated to helping clients achieve their financial goals. With a focus on personalized service and building strong client relationships, their team of experienced professionals offers comprehensive wealth management services. From creating personalized financial plans centered on individual goals to proactively rebalancing portfolios, they are committed to helping clients stay on track towards financial success. As part of Merrill Lynch Wealth Management, they have access to the global resources of Merrill and the banking convenience of Bank of America, providing clients with a seamless and flexible experience. Whether it's transferring wealth to the next generation or customizing a financial approach to pursue passions, the team at Merrill Lynch Financial Advisor Nicholas Clauson Grose is there to help clients every step of the way. With a focus on understanding each client's unique needs and goals, they provide personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.

Velin & Associates Los Angeles CPA Firm, located in West Hollywood, California, is a reputable institution specializing in accounting and finance services. They offer a wide range of financial services including bookkeeping, accounting, tax preparation, and financial planning for both individuals and businesses. Their team of experienced professionals at Velin & Associates, Inc. prioritizes the success of their clients above all else. They are dedicated, accessible, and committed to providing top-notch services to ensure their clients achieve their financial goals.

Salazar Income Tax Services is a professional accounting and finance institution located at 6115 Santa Monica Boulevard in Los Angeles, California. Our dedicated team of experts provides top-notch tax services for individuals and businesses, ensuring accurate and timely filing to maximize returns. As a trusted local government office, we are committed to assisting our clients with all their financial needs. Visit us today to experience personalized and reliable financial services.

TRIG Bookkeeping & Tax Services Inc is a reputable accounting and finance institution located at 929 Colorado Avenue in Santa Monica, California, United States. The TRIG Team offers personalized bookkeeping services tailored to meet the specific needs of your business. By utilizing cloud-based software, we ensure that your company maintains accurate financial records, allowing you to focus on managing your business from anywhere in the world. Navigating tax regulations can be challenging, which is why our team stays informed on all regulatory and legislative changes to ensure that your personal and business tax returns are prepared accurately and efficiently. Let TRIG Team handle your tax matters so you can save time and avoid the stress of deciphering complex tax laws.

Laura's Taxes & Travel Services is a one-stop destination for all your financial and travel needs. Located in the heart of Los Angeles, California, our institution offers expert accounting and finance services to help you manage your taxes and finances efficiently. In addition, our experienced travel agents are here to assist you in planning your next vacation or business trip with ease. Whether you need help with tax preparation or booking your dream holiday, Laura's Taxes & Travel Services is here to provide personalized and professional assistance. Visit us at 11919 Santa Monica Boulevard and let us take care of all your financial and travel needs.

Diane Gray Business & Tax Services is a reputable accounting and finance institution located at 2901 Ocean Park Boulevard in Santa Monica, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Their personalized approach and attention to detail ensure that each client receives top-notch service tailored to their specific needs. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Diane Gray Business & Tax Services is dedicated to helping you achieve your financial goals.

Wonder of Women Inc is a premier clothing store located at 2730 Wilshire Boulevard in Santa Monica, California. Our store is dedicated to providing women with a wide variety of stylish and trendy clothing options that cater to all shapes and sizes. From casual everyday wear to elegant evening attire, Wonder of Women Inc has something for every woman's fashion needs. Our experienced staff is committed to providing exceptional customer service, ensuring that every shopping experience is enjoyable and stress-free. Visit us today and discover the wonder of women's fashion at Wonder of Women Inc.

Rod Eliassi - State Farm Insurance Agent is a dedicated insurance agency located at 2116 Wilshire Boulevard, Santa Monica, California. Led by Rod Eliassi, a State Farm agent with over 10 years of experience in the insurance industry, the agency is committed to providing exceptional customer service and personalized insurance solutions. Rod and his team are fluent in both Spanish and Farsi, ensuring effective communication with a diverse range of customers. They offer a range of insurance products including auto, home, life, and business insurance, as well as financial services. With a focus on building long-lasting relationships with each policyholder, the team at Rod Eliassi State Farm Agency is dedicated to helping clients navigate their insurance needs with expertise and care. Virtual appointments are also available for added convenience. Contact Rod Eliassi State Farm Insurance Agent today for all your insurance and financial services needs.

Finer College Admissions and Immigration Consultants, located at 2100 Main Street, Santa Monica, California, offers a comprehensive program for high school students, college admissions, career guidance, and immigration assistance. Our team works closely with students starting as early as 9th and 10th grade to provide personalized guidance that meets their individual needs. Unlike other companies that only offer essay assistance, we focus on finding the right fit academically, socially, environmentally, and financially for each student. Our program is designed to not only help students navigate the college admissions process, but also to save families money on tuition costs by matching students with schools that are a good financial fit. We understand that every student's situation is unique, which is why we tailor our approach to minimize stress and anxiety for the student and their family.

Claris Health in Lynwood, California, is a trusted health institution that has been serving the greater West Los Angeles area for over 40 years. Located at 3737 Martin Luther King Junior Boulevard, Claris Health offers a safe and compassionate space for individuals seeking support with pregnancy, sexual health, and mental health issues. Regardless of insurance or immigration status, Claris Health welcomes all individuals with same-day appointments available. The institution provides free or low-cost services to ensure that financial barriers do not hinder access to care.

Fariba 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.

Isaac Bridgewater - State Farm Insurance Agent is a reputable insurance agency located at 1731 Berkeley Street in Santa Monica, California. Owned by Isaac Bridgewater, the agency serves businesses, families, and individuals in Southern California, including areas such as Santa Monica, Marina Del Rey, Pacific Palisades, Venice, and West Hollywood. With a passion for protecting and empowering clients, Isaac and his team offer a range of insurance services including auto, ATV, motorcycle, home, life, health, and pet insurance. Having joined the State Farm family in 2015, Isaac has dedicated himself to helping clients manage risks, recover from unexpected events, and achieve their dreams. The agency prides itself on providing excellent customer service, integrity, and attentive care to ensure that clients are well-protected from life's uncertainties. Whether you need personal or business insurance, the team at Isaac Bridgewater State Farm is committed to finding the right coverage for your needs.

Josh Scott at Comparion Insurance Agency is a reputable insurance agency located at 520 Broadway in Santa Monica, California. With a commitment to providing personalized service and tailored insurance solutions, Josh Scott and his team strive to protect their clients' assets and financial well-being. Whether you are in need of auto, home, life, or business insurance, you can trust Josh Scott at Comparion Insurance Agency to find the best coverage options for your specific needs. Contact them today for a consultation and experience the peace of mind that comes with having reliable insurance protection.

Life Insurance California is a reputable insurance agency located on Main Street in Santa Monica, California. We specialize in providing comprehensive life insurance policies to individuals and families in the United States. Our experienced agents are dedicated to helping clients find the right coverage to protect their loved ones and assets. With a focus on customer service and personalized attention, we strive to make the insurance process simple and stress-free. Contact us today to learn more about our services and how we can help you secure your financial future.

Marlene Brown - State Farm Insurance Agent is a trusted insurance agency located at 239 South Robertson Boulevard, Beverly Hills, California. With over 16 years of State Farm experience, Marlene and her team are dedicated to serving the communities of Beverly Hills, West Hollywood, Santa Monica, Los Angeles, and Culver City. They offer a wide range of insurance services including Homeowners Insurance, Auto Insurance, Life Insurance, Health Insurance, and Financial Services. Marlene's mission is to help people manage the risks of everyday life and recover from the unexpected. She takes pride in being a "one stop shop" for all insurance needs. Her team is committed to providing excellent customer service and ensuring that each client receives the right coverage for their individual needs.

Your Hollywood Notary is a reputable mobile notary public service located at 7100 Santa Monica Boulevard in West Hollywood, California. Our team of experienced notaries is dedicated to providing efficient and reliable notary services for all your financial needs. Whether you need documents notarized for loans, real estate transactions, or legal matters, we are here to assist you. Trust Your Hollywood Notary for all your notary needs in the heart of the entertainment capital of the world.

Loans is a finance institution located at 506 Santa Monica Boulevard in Santa Monica, California, United States. We specialize in providing various types of loans to individuals and businesses, helping them achieve their financial goals. Our experienced team of professionals is dedicated to offering personalized solutions and excellent customer service. Whether you need a personal loan, business loan, or mortgage, Loans is here to assist you every step of the way. Visit us today to explore our range of loan options and find the perfect fit for your needs.

Capital 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.

Beverly Loan Company, located at 9440 South Santa Monica Boulevard in Beverly Hills, California, is a unique institution that offers finance and jewelry store services. Established in 1938, Beverly Loan Company provides loans using luxury assets as collateral to clients in the greater Los Angeles region. Clients can bring in a variety of luxury assets such as fine jewelry, luxury watches, fine art, luxury cars, designer handbags, and more for expert valuation and immediate loan funding. The team at Beverly Loan Company includes certified gemologists and experts in multiple luxury asset classes, ensuring that clients receive accurate valuations and prompt service. With over one billion dollars loaned to hundreds of thousands of clients, Beverly Loan Company is a trusted source for obtaining quick cash for assets without the need for extensive paperwork or credit checks.

Southland Credit Union is a trusted financial institution located at 525 Santa Monica Boulevard in Santa Monica, California. As a credit union, we provide a range of financial services including ATM access, loans, savings accounts, and more. Our dedicated team is committed to helping our members achieve their financial goals and providing top-notch customer service. Visit us today to see how we can help you with your financial needs.

Uplift Legal Funding is a reputable finance institution located at 2444 Wilshire Boulevard in Santa Monica, California. They specialize in providing financial assistance to individuals involved in legal cases, offering pre-settlement funding to help cover expenses while awaiting a settlement. With a dedicated team of professionals, Uplift Legal Funding is committed to providing fast and reliable financial solutions to those in need. Contact them today to learn more about their services and how they can help you during your legal proceedings.

California Lithuanian Credit Union is a financial institution located at 2806 Santa Monica Boulevard in Santa Monica, California. As an ATM and finance center, we offer a range of banking services to our members, with a focus on serving the Lithuanian community in California. Our friendly staff is dedicated to providing personalized service and helping our members achieve their financial goals. Come visit us today to see how we can help you with your banking needs.

James P Bennett & Co is a reputable insurance agency located in Santa Monica, California. With a convenient address at 2716 Ocean Park Boulevard, this institution offers a wide range of insurance services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized and comprehensive coverage options to ensure peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, James P Bennett & Co is committed to delivering top-notch service and reliable protection. Contact them today to discuss your insurance needs and find the perfect policy for you.

City National Bank, located at 1315 Lincoln Boulevard in Santa Monica, California, is a trusted financial institution offering a wide range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all of your financial needs. Since our establishment in 1954, we have been dedicated to helping our clients, colleagues, and communities succeed. Our commitment to integrity and building strong client relationships sets us apart in the industry. In addition to personal, private, and business banking services, City National also offers wealth management, brokerage, leasing services, and software solutions. We pride ourselves on our company culture that promotes diversity, equity, and inclusion in the workplace. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, you can trust City National Bank to provide personalized solutions tailored to your specific financial goals. Choose City National Bank for a personalized banking experience that goes above and beyond to help you thrive.

Commercial Mortgage Broker, located at 2450 Colorado Avenue in Santa Monica, California, is a finance and real estate agency specializing in commercial mortgage services. With a focus on integrity and ethics, Financial Compound has been in operation since 1996 and has financed over $5.1 billion in transactions. They offer a wide range of financing structures for various property types, including commercial bridge loans for properties in transition. The experienced team at Financial Compound has the skills and track record to close transactions that others may consider challenging. They provide detailed financing proposals and work to minimize client involvement in processing and paperwork. With expertise in commercial real estate finance and investments, Financial Compound can assist with commercial mortgage refinancing, loan workouts, and more. Their strong relationships with various capital providers enable them to secure cutting-edge loan terms quickly and efficiently. For personalized and professional commercial mortgage services, contact Financial Compound at 1-310-260-5900 or via email at info@commercialmortgagebroker.org.