TOP 10 Personalized wealth planning in Santa Monica, California

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 Craig Vassell is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Craig has been with Merrill Lynch Wealth Management since 2015 and is dedicated to helping clients achieve their wealth management goals, whether they are professional, personal, or a combination of both. He focuses on creating customized strategies to help clients pursue both short- and long-term goals for themselves, their families, and their businesses. Craig aims to not only advise clients but also educate them on their financial lives, serving as a trusted resource in navigating the complex investment world. He works closely with each client to understand their unique situation, establish objectives, and develop and implement appropriate strategies based on their time horizon, risk tolerance, and investment personality. As a Senior Portfolio Advisor, Craig can manage custom investment strategies on a discretionary basis to help clients pursue their objectives. With Merrill Personal Wealth Analysis™, Craig can build and document personalized plans centered on clients' goals and aspirations. By focusing on what matters most to clients - family, goals, and priorities - Craig ensures that their financial approach evolves with their changing needs over time. With a commitment to understanding each client personally, Craig helps design and implement personalized plans to help clients and their families pursue financial goals while managing investment risk. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, who will help them navigate the financial complexities of life and build a customized investment approach to address their needs and goals.

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.

Maria Lupu - Morgan Stanley is a leading finance institution located at 100 Wilshire Boulevard in Santa Monica, California. As a branch of the renowned Morgan Stanley, Maria Lupu offers a wide range of financial services to clients in the United States. With a team of experienced professionals, they provide expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, Maria Lupu - Morgan Stanley is committed to delivering top-notch service and expertise to meet your needs.

Ocean Avenue LLC is a reputable finance institution located at 101 Wilshire Boulevard in Santa Monica, California. With a prime location in the bustling city of Santa Monica, Ocean Avenue LLC offers a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of our clients. Whether you're looking for investment advice, wealth management, or assistance with financial planning, Ocean Avenue LLC is here to help you achieve your financial goals. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

Richard Sholty - Morgan Stanley is a prestigious finance institution located at 100 Wilshire Boulevard in Santa Monica, California. As a branch of the renowned Morgan Stanley firm, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals led by Richard Sholty, clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Richard Sholty - Morgan Stanley is dedicated to helping you achieve financial success.

The Snyder Wald Group at Morgan Stanley is a leading financial institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a team of experienced professionals, they offer a wide range of financial services including wealth management, investment advisory, retirement planning, and more. Whether you are an individual investor or a corporate client, The Snyder Wald Group is dedicated to helping you achieve your financial goals and secure your financial future. Contact them today to learn more about their personalized financial solutions.

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.

RMJR Tax and Accounting is a reputable institution located at 2525 Main Street in Santa Monica, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience in the industry, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust RMJR Tax and Accounting to help you navigate the complexities of the financial world and achieve your financial goals.

Tax & Business Advisor is a leading financial institution located at 2425 Olympic Boulevard in Santa Monica, California. Our team of experienced professionals specializes in providing expert advice and guidance on all aspects of taxes and business management. Whether you are a small business owner looking to maximize your profits or an individual seeking help with tax planning, we are here to help. With a commitment to personalized service and attention to detail, Tax & Business Advisor is dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you in navigating the complexities of the financial world.

H&R Block is a reputable accounting and finance institution located at 2930 Wilshire Boulevard in Santa Monica, California. With a strong presence in the United States, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Their team of experts are dedicated to helping individuals and businesses navigate the complexities of the financial world, ensuring their clients achieve their financial goals. Whether you need assistance with tax filing or financial planning, H&R Block is a trusted institution that provides reliable and professional services to meet your needs.

Action Tax is a reputable accounting and finance institution located at 2601 Ocean Park Boulevard in Santa Monica, California. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping. Our goal is to help individuals and businesses navigate the complexities of the financial world and achieve their financial goals. Visit us today to see how we can help you take action towards a secure financial future.

Crystal Diane CPA is a reputable accounting and finance institution located at 528 Arizona Avenue in Santa Monica, California, United States. With years of experience and expertise in the field, Crystal Diane CPA offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with bookkeeping, budgeting, or investment strategies, Crystal Diane CPA is committed to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Goodfriend & Jacobs is a leading accounting and finance institution located at 1299 Ocean Avenue in Santa Monica, California. Specializing in estate/retirement planning and investment management, we work closely with our clients to help them achieve their financial goals through a proactive and trustworthy approach. Our services include accounting, tax planning, bill-paying, estate planning, and investment management, tailored to individuals and companies in the entertainment industry. Our experienced team, led by partners Jeffrey Jacobs and Lawrence Goodfriend, has over 20 years of professional experience in advising high net-worth clients in the fields of entertainment, sports, and music. We also offer custom tax planning, entity formation, contract review, investment management, estate planning, and wealth transfer strategies.

Given & Co is a reputable accounting and finance institution located at 3029 Wilshire Boulevard in Santa Monica, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with your taxes or guidance on financial strategies, Given & Co is dedicated to helping you achieve your financial goals.

Jarrar & Associates CPAs, Inc. is a leading accounting and finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a team of highly skilled and experienced professionals, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and dedication to our clients sets us apart as a trusted partner in managing their financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

AcuraCounts, Inc. is a trusted institution located in Santa Monica, California, United States. With over 25 years of experience in Personal and Business Taxation, as well as expertise in estate planning and family trust establishment, we are dedicated to helping our clients secure their assets and optimize their financial success. Our team of experienced professionals provides step-by-step assistance in establishing family trusts, optimizing tax benefits, and offering strategic advice on tax deductions for businesses. We prioritize building strong relationships with our clients to ensure they reach their financial goals.

Capital Tax is a reputable accounting and finance institution located at 2450 Colorado Avenue in Santa Monica, California, United States. Our team of experienced professionals specialize in tax preparation, financial planning, and investment management. We are committed to providing personalized and comprehensive services to help our clients achieve their financial goals. Trust Capital Tax for all your accounting and finance needs.

Red Granite LLC is a reputable accounting and finance institution located at 929 Colorado Avenue in Santa Monica, California. With a team of experienced professionals, we provide top-notch financial services to our clients. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to assist you every step of the way. Trust Red Granite LLC to help you achieve your financial goals and secure a prosperous future.

Kamjoo & Associates, APC is a leading accounting and finance institution located at 11040 Santa Monica Boulevard in Los Angeles, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing personalized and high-quality services has earned them a reputation as a trusted advisor for individuals and businesses alike. Contact Kamjoo & Associates, APC today to see how they can help you achieve your financial goals.

Levin Chaim Aaron CPA is a reputable accounting and finance institution located at 703 18th Street in Santa Monica, California, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Levin Chaim Aaron CPA is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, this institution is known for their attention to detail and commitment to excellence in all aspects of their work. Whether you need assistance with bookkeeping, audits, or investment strategies, Levin Chaim Aaron CPA is the go-to choice for all your accounting and finance needs.

Alpha Financial Consultants is a leading accounting and finance institution located at 3231 Ocean Park Boulevard in Santa Monica, California, United States. Our team of experienced professionals provides expert financial guidance and services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Alpha Financial Consultants is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing a stable financial future.

Lewis & Associates is a reputable accounting and finance institution located in Santa Monica, California. With a prime location at 2716 Ocean Park Boulevard, this institution offers top-notch services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing expert financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or accounting services, Lewis & Associates is here to help. Trustworthy, reliable, and committed to excellence, Lewis & Associates is a go-to institution for all your accounting and finance needs in Santa Monica.

Lloyd Sax Management is a reputable accounting and finance institution located at 3021 Airport Avenue in Santa Monica, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our expertise in accounting and finance allows us to provide tailored solutions to meet the unique needs of our clients. Whether you are looking for tax planning, investment advice, or financial consulting, Lloyd Sax Management is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

Cathy E Wilson, CPA is an accounting and finance institution located at 11965 Venice Boulevard in Los Angeles, California, United States. With over 20 years of experience, we specialize in preparing individual, business, and fiduciary tax returns. Our team of experts knows exactly what to look for when preparing your return and is available to answer any questions you may have. In addition to tax preparation, we also develop strategies for both business and individual clients, helping them with business operations, tax planning, and achieving their financial goals. We have been serving clients in the Los Angeles and Santa Monica area for over two decades, and our ultimate goal is to ensure your satisfaction and make you a happy, life-long customer. Trust Cathy E Wilson, CPA for all your accounting and finance needs.

Fredgant Dean CPA is a top-rated accounting and finance institution located in Santa Monica, California, United States. With a team of highly skilled and experienced CPAs, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Fredgant Dean CPA to help you navigate the complexities of the financial world and achieve your financial goals.

Lopez & Jackson is a reputable accounting and finance institution located at 320 Wilshire Boulevard in Santa Monica, California, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and bookkeeping. With a focus on personalized service and attention to detail, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.

Glamour Books is a prestigious institution located at 1499 Ocean Avenue in Santa Monica, California. Specializing in accounting and finance, Glamour Books offers top-notch education and training in these fields. With a team of experienced professionals and state-of-the-art facilities, students can expect a comprehensive and hands-on learning experience. Join Glamour Books and take the first step towards a successful career in accounting and finance.

Welcome to John Moe, MD, a premier health and wellness destination located at 6801 Park Terrace, Los Angeles, California 90045. Our practice is dedicated to providing exceptional medical care with a personal touch, ensuring each patient receives the attention and treatment they deserve. At John Moe, MD, we believe in empowering our patients to feel their best. Our comprehensive healthcare services are designed to address a wide range of medical needs, from routine check-ups to specialized treatments. With a focus on patient-centered care, Dr. John Moe and his experienced team are committed to helping you achieve optimal health and well-being.

Welcome to Moe John G MD, your trusted healthcare provider conveniently located at 501 East Hardy Street, Inglewood, California. As a dedicated medical practice, we specialize in offering comprehensive health services to meet the diverse needs of our community. At Moe John G MD, we believe in the power of personalized care. Our team is committed to delivering high-quality medical services with a focus on patient comfort and satisfaction. We understand that every individual is unique, and we tailor our approach to ensure the best possible outcomes for each of our patients.