Professional consultancy in Santa Monica, California
255 results found
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The Strand Group - Morgan Stanley
● OpenThe Strand 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 in the financial industry, The Strand Group offers a wide range of services including investment banking, wealth management, and advisory services. Their team of experienced professionals are dedicated to providing clients with innovative solutions and personalized financial strategies to help them achieve their goals. Whether you are an individual investor or a corporate client, The Strand Group - Morgan Stanley is committed to delivering exceptional service and results.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
West Coast Investors
● OpenWest Coast Investors is a leading finance institution located at 530 Wilshire Boulevard in Santa Monica, California. Our team of experienced professionals specializes in investment management, financial planning, and wealth management services. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you grow and protect your wealth.
530 Wilshire Blvd, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Brandon Jones
● ClosedMerrill Lynch Financial Advisor Brandon Jones is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. Their team of experienced individuals is committed to building strong client relationships based on trust and personalized service. They provide comprehensive wealth management services to clients and their families, taking a "family tree" approach to working with each generation. The institution offers personalized financial plans centered on client goals and focused on achieving what they want. With access to the global resources of Merrill and the banking convenience of Bank of America, clients can expect a customized wealth management strategy to keep them on track towards their goals. The institution also offers tools like Merrill Personal Wealth Analysis™ to help clients document and build personalized plans. Clients can expect a one-on-one relationship with a Merrill Lynch Wealth Management Advisor to address their financial needs and pursue their goals.
100 Wilshire Blvd Suite 300, 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 -
Evergreen Advantage
● OpenEvergreen Advantage is a reputable finance institution located in the heart of Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Evergreen Advantage has you covered. Visit us at 1424 4th Street to learn more about how we can help you achieve your financial goals.
1424 4th St, Santa Monica, CA 90401, United States -
Jacob Kinney - Thrivent
● ClosedJacob Kinney - Thrivent is a finance institution located at 730 Arizona Avenue, Santa Monica, California, United States. They are licensed in multiple states including CA, CT, FL, IN, MA, MD, ME, MI, NC, NH, PA, TN, and VT. Their mission is to partner with clients to achieve financial clarity and protect their goals. Specializing in helping individuals overcome financial stress and anxiety, they offer clear, practical advice to help clients gain peace of mind and live abundantly. As a Ramsey SmartVestor Pro, Jacob Kinney is part of a network of financial professionals dedicated to educating and empowering clients. Thrivent provides advice and guidance through their Financial Planning Framework and Dedicated Planning Services. They offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. and are committed to helping clients achieve their financial goals. For more information on professional designations and services offered, visit their website at thrivent.com.
730 Arizona Ave, Santa Monica, CA 90401, United States -
Saba Jahanian - BancWest Investment Services Wealth Financial Advisor
● ClosedSaba Jahanian - BancWest Investment Services Wealth Financial Advisor is a reputable finance institution located at 407 Colorado Avenue in Santa Monica, California, United States. As a skilled financial advisor, Saba Jahanian offers personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing expert financial guidance, clients can trust in the expertise and professionalism of Saba Jahanian and BancWest Investment Services.
407 Colorado Ave, Santa Monica, CA 90401, United States -
Capital Intelligence Associates
● ClosedCapital Intelligence Associates is a prestigious finance institution located at 1250 6th Street in Santa Monica, California, United States. With a team of experienced professionals, they provide expert financial advice and services to clients looking to grow and manage their wealth. Whether you are an individual investor or a corporate entity, Capital Intelligence Associates offers personalized solutions to help you achieve your financial goals. Trustworthy, reliable, and dedicated to excellence, this institution is committed to helping clients navigate the complexities of the financial world with confidence and success.
1250 6th St Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Michael Cooper
● ClosedMerrill Lynch Financial Advisor Michael Cooper, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial advice and strategies to help clients achieve their financial goals. With a team of experienced professionals supported by the global resources of Merrill, clients can expect tailored wealth management solutions based on trust and personalized service. The institution focuses on understanding the individual priorities and goals of each client, providing ongoing support and guidance to help them stay on track. By combining the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, the team at Merrill Lynch Financial Advisor Michael Cooper aims to create customized strategies that address the unique needs and priorities of each client. With a commitment to exceptional client service and a focus on building strong relationships, Merrill Lynch Financial Advisor Michael Cooper is dedicated to helping clients achieve their financial aspirations.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
726 Idaho Investors LLC
● Open726 Idaho Investors LLC is a finance institution located at 726 Idaho Avenue in Santa Monica, California, United States. We specialize in investment opportunities and financial services to help individuals and businesses grow and achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and innovative solutions to meet our clients' needs. Contact us today to learn more about how we can help you secure your financial future.
726 Idaho Ave, Santa Monica, CA 90403, 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 -
The Lupu Group - Morgan Stanley
● OpenThe Lupu 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 in financial services, The Lupu Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Lupu Group - Morgan Stanley is committed to providing top-notch service and support.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Trevor Wade - Morgan Stanley
● OpenTrevor Wade - Morgan Stanley is a prestigious financial institution located at 100 Wilshire Boulevard in Santa Monica, California. As a branch of the renowned Morgan Stanley firm, Trevor Wade offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals, Trevor Wade - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, Trevor Wade - Morgan Stanley is committed to providing personalized solutions tailored to your unique needs.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Guggenheim Partners
● OpenGuggenheim Partners is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a strong reputation for excellence in financial services, Guggenheim Partners offers a wide range of investment and advisory services to clients worldwide. Their team of experienced professionals is dedicated to providing innovative solutions and personalized strategies to help clients achieve their financial goals. Whether you are an individual investor or a large corporation, Guggenheim Partners is committed to delivering exceptional service and results.
100 Wilshire Blvd, Santa Monica, CA 90401, United States -
Saybrook Fund Advisors
● OpenSaybrook Fund Advisors is a premier finance institution located at 501 Santa Monica Boulevard in Santa Monica, California. With a focus on providing expert financial advice and investment management services, Saybrook Fund Advisors is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Saybrook Fund Advisors is here to help you every step of the way. Trust us to be your partner in financial success.
501 Santa Monica Blvd, Santa Monica, CA 90401, United States -
Jennifer Stewart - Morgan Stanley
● OpenJennifer Stewart - Morgan Stanley is a leading financial institution located at 100 Wilshire Boulevard in Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust in Jennifer Stewart - Morgan Stanley for all your financial needs.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Barrington Wilshire Inc
● OpenBarrington Wilshire Inc is a prestigious finance institution located at 2001 Wilshire Boulevard in Santa Monica, California, United States. With a reputation for excellence and expertise in financial services, Barrington Wilshire Inc offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Barrington Wilshire Inc for all your financial needs.
2001 Wilshire Blvd # 401, Santa Monica, CA 90403, United States -
Stella Oak Financial and Insurance Services
● OpenStella 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.
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025, United States -
Stella Oak Financial and Insurance Services
● ClosedStella Oak Financial and Insurance Services is a leading finance institution located at 11111 Santa Monica Boulevard in Los Angeles, California, United States. We specialize in providing a wide range of financial and insurance services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, insurance coverage, or wealth management, Stella Oak Financial and Insurance Services is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
Westwood Gateway Tower, 11111 Santa Monica Blvd Penthouse 1100, Los Angeles, CA 90025, United States -
CLE Counseling
● OpenCLE Counseling is a reputable finance institution located in the heart of Santa Monica, California. Our dedicated team of financial experts is committed to providing top-notch counseling services to help individuals and businesses navigate their financial needs. Whether you are looking for assistance with budgeting, debt management, investment planning, or any other financial matter, our experienced professionals are here to help. Visit us at 3435 Ocean Park Boulevard and let us guide you towards a brighter financial future.
3435 Ocean Park Blvd #107h, Santa Monica, CA 90405, United States -
Merrill Lynch Financial Advisor Craig Vassell
● ClosedMerrill 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.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Maria Lupu - Morgan Stanley
● OpenMaria 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.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Ocean Avenue Llc
● ClosedOcean 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.
101 Wilshire Blvd, Santa Monica, CA 90401, United States -
Rustic Canyon Partners
● ClosedRustic Canyon Partners is a finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a focus on investing in innovative and high-growth companies, Rustic Canyon Partners provides strategic guidance and financial support to help businesses thrive. Their team of experienced professionals offers expertise in various industries, making them a valuable partner for entrepreneurs looking to scale their ventures. Whether you are a startup seeking funding or an established company in need of capital, Rustic Canyon Partners is committed to helping you achieve your financial goals.
100 Wilshire Blvd, Santa Monica, CA 90401, United States -
Richard Sholty - Morgan Stanley
● OpenRichard 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.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
The Snyder Wald Group - Morgan Stanley
● OpenThe 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.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Nicholas Clauson Grose
● ClosedMerrill 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.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Pool Pros
● ClosedPool Pros is a trusted general contractor located at 1626 Montana Avenue in Santa Monica, California. With years of experience in the industry, we specialize in designing and building custom pools and spas for residential and commercial properties. Our team of skilled professionals is dedicated to providing top-notch service and quality craftsmanship to bring your dream pool to life. Whether you're looking to create a relaxing oasis in your backyard or enhance your property with a stunning water feature, Pool Pros has the expertise to make it happen. Contact us today to schedule a consultation and start planning your new pool project.
1626 Montana Ave Suite 183, Santa Monica, CA 90403, United States -
Empress Janitorial Services
● ClosedEmpress Janitorial Services is a professional cleaning company located at 1507 7th Street in Santa Monica, California. We offer a wide range of janitorial services for commercial and residential properties, including office buildings, retail stores, and apartment complexes. Our team of experienced and reliable cleaners is dedicated to providing top-quality cleaning solutions tailored to meet the unique needs of each client. Whether you need one-time deep cleaning or regular maintenance services, Empress Janitorial Services is here to help. Contact us today to schedule a consultation and experience the difference of a clean and sparkling space.
2605, 1507 7th St Unit 505, Santa Monica, CA 90401, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 3201 Wilshire Boulevard in Santa Monica, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, Block Advisors is here to help you navigate the complexities of the financial world with confidence and ease. Visit us today to see how we can help you achieve your financial goals.
3201 Wilshire Blvd, Santa Monica, CA 90403, United States
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