TOP 30 Retirement planning in Redondo Beach, California
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Redondo Palms
Redondo Palms is a premier assisted living facility located at 2200 Grant Avenue in the beautiful city of Redondo Beach, California. Our institution provides a warm and welcoming environment for seniors looking for a comfortable and caring place to call home. With a range of amenities and services tailored to meet the individual needs of each resident, Redondo Palms offers a supportive community where seniors can thrive and enjoy their golden years. Our dedicated staff is committed to providing personalized care and assistance to help residents maintain their independence and quality of life. Come experience the exceptional care and vibrant lifestyle at Redondo Palms.
Kinecta Federal Credit Union - Redondo Beach
Kinecta Federal Credit Union in Redondo Beach is a trusted financial institution located at 1767 South Elena Avenue in California, United States. As a member-owned cooperative, Kinecta offers a wide range of financial services including savings accounts, loans, credit cards, and investment options. With a commitment to providing excellent customer service and competitive rates, Kinecta Federal Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit their branch in Redondo Beach to learn more about their offerings and how they can assist you with your financial needs.
Advanced Planning Solutions, Inc.
Advanced Planning Solutions, Inc. is a finance institution located at 225 Avenue I in Redondo Beach, California. We specialize in the power of planning and smart investment management for our clients. Our team follows the 7 Steps: Financial Planning Process outlined by the Certified Financial Planners® (CFP®) Board, adhering to their Code of Ethics and Standards of Conduct. With extensive experience in investing in the stock market, we utilize time-tested philosophies centered around asset allocation and behavioral finance. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker/dealer and registered investment adviser. Please note that Cetera is under separate ownership from any other named entity.
Timmermann Financial Planning
Timmermann Financial Planning is a reputable finance and insurance agency located in Redondo Beach, California. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. We offer a wide range of services including retirement planning, wealth management, insurance solutions, and more. Visit us at 318 Avenue I to learn how Timmermann Financial Planning can help secure your financial future.
Accountant Partners Small Business Accountant - Long Beach Location
Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Johana Trujillo
Johana Trujillo is a reputable finance institution located at 808 West Redondo Beach Boulevard in Gardena, California, United States. With a strong focus on providing top-notch financial services, Johana Trujillo is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, the knowledgeable team at Johana Trujillo is dedicated to providing personalized solutions to meet your specific needs. Trust Johana Trujillo for all your financial needs in Gardena, California.
Farmers & Merchants Bank
Farmers & Merchants Bank is a trusted financial institution located at 1333 South Pacific Coast Highway in Redondo Beach, California. As a full-service bank, we offer a wide range of banking and financial services to individuals, businesses, and communities in the area. Our experienced team of professionals is dedicated to providing personalized and efficient service to help our customers achieve their financial goals. Whether you need a checking account, savings account, loans, or investment services, Farmers & Merchants Bank is here to help. Visit us today to experience the difference of banking with a community-focused institution.
Bank of America Financial Center
The Bank of America Financial Center located at 1603 Hawthorne Boulevard in Redondo Beach, California, is a trusted institution offering a wide range of banking and financial services. From personal banking accounts to investment options, this branch provides expert guidance and support to help customers achieve their financial goals. With a team of experienced professionals and convenient hours of operation, the Bank of America Financial Center is committed to providing top-notch service to the Redondo Beach community.
South Bay Credit Union
South Bay Credit Union is a trusted financial institution located at 2023 Artesia Boulevard in Redondo Beach, California. As a member-owned credit union, we offer a range of financial services including banking, ATM access, and personalized finance solutions. Our goal is to provide our members with the tools and resources they need to achieve their financial goals and secure their future. Visit us today to experience the difference of banking with a community-focused credit union.
UNIFY Financial Credit Union
UNIFY Financial Credit Union is a trusted financial institution located in Redondo Beach, California, United States. As a credit union, UNIFY offers a wide range of financial services to its members, including ATM access and various finance options. With a commitment to providing excellent customer service and competitive rates, UNIFY is dedicated to helping individuals and families achieve their financial goals. Visit their branch in Redondo Beach to experience the convenience and personalized service that UNIFY Financial Credit Union has to offer.
Jack Lupo
Jack Lupo is a finance institution located at 2015 Manhattan Beach Boulevard in Redondo Beach, California, United States. With a reputation for excellence in financial services, Jack Lupo offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Jack Lupo are dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
South Bay Credit Union
South Bay Credit Union is a trusted financial institution located at 312 North Pacific Coast Highway in Redondo Beach, California. As a credit union, we offer a wide range of banking and financial services to our members, including ATM access, savings accounts, loans, and more. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts your needs first.
California Bank & Trust
California Bank & Trust is a trusted financial institution located at 1292 West Redondo Beach Boulevard in Gardena, California. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Whether you're looking to open a checking or savings account, apply for a loan, or simply use our convenient ATM services, our experienced team is here to help you reach your financial goals. Visit us today and experience the difference of banking with California Bank & Trust.
Law Offices of Susan B. Geffen
The Law Offices of Susan B. Geffen, located at 1732 Aviation Boulevard in Redondo Beach, California, is a trusted institution specializing in elder law and aging. Susan Geffen, a qualified and experienced estate planning attorney, offers services such as conservatorships, elder abuse restraining orders, estate planning, probate assistance, and trust and probate litigation. With a focus on protecting the needs and interests of the elderly, Susan Geffen provides expert guidance on legal matters related to estate planning, disability planning, elder abuse, health care, retirement concerns, and more. Clients praise Susan Geffen for her compassion, expertise, and dedication to helping families navigate complex legal issues. To schedule a consultation or learn more about the services offered at the Law Offices of Susan B. Geffen, call (800) 285-2659 or visit the center in person.
Rick Castillon - State Farm Insurance Agent
Rick Castillon - State Farm Insurance Agent is an established insurance agency located at 1218 Crenshaw Boulevard in Torrance, California. Serving the Los Angeles, Orange County, and Greater California area since 1987, Rick and his team of licensed professionals are dedicated to helping clients with a variety of insurance needs including car insurance, home insurance, renters insurance, life insurance, commercial insurance, health insurance, and more. Conveniently located on the corner of Torrance Blvd and Crenshaw, they are easily accessible to the South Bay area including Torrance, Carson, Gardena, Redondo Beach, Palos Verdes, and the Greater Los Angeles Area. With a passion for assisting clients and protecting what matters most to them, Rick Castillon takes pride in providing personalized service and building lasting relationships. Additionally, the agency offers valuable tips and resources on topics such as drunk driving prevention, remote work productivity, retirement planning, and more. For assistance, visit their office or call (310) 328-8135.
Steve Saiz - State Farm Insurance Agent
Steve Saiz - State Farm Insurance Agent is an insurance agency located at 1112 Ocean Drive in Manhattan Beach, California, United States. Steve Saiz and his team are dedicated to serving the community and providing excellent insurance coverage to residents of Manhattan Beach, Hermosa Beach, Redondo Beach, El Segundo, and Hawthorne. They are available 24/7 to assist with all insurance needs, whether you are local or in Oregon or Arizona. Steve Saiz is a lifelong learner and strives to be a better husband, father, and leader every day. He is committed to community service and sponsors events such as the Volley4Sound Charity Beach Volleyball Tournament and the Earth Day Beach Clean Up. In addition to insurance services, Steve Saiz offers valuable resources on workplace fire safety, financial planning, and rural road driving safety tips.
Conner & Associates
Conner & Associates is a reputable financial consulting firm located at 212 Yacht Club Way in Redondo Beach, California, United States. With a team of experienced professionals, we provide expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, or estate planning, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
ADL Financial & Insurance Agency
ADL Financial & Insurance Agency is a reputable finance and insurance agency located at 409 North Pacific Coast Highway in Redondo Beach, California, United States. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to our clients. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, we are here to help you navigate the complex world of finance. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
Bridge Senior Financial Services
Bridge Senior Financial Services is a finance institution located at 1020 Manhattan Beach Boulevard in Manhattan Beach, California, United States. Serving as your bridge to stress-free finances, continued independence, and family harmony, we understand the challenges our clients and their families face during difficult times such as aging, illness, dementia, or family disputes. Whether it's providing financial solutions or assisting with daily tasks, we are committed to supporting you through every step. Our team, led by founder Cynthia Palm, offers over 35 years of financial experience and holds both a CPA license and a Professional Fiduciary License. We provide personalized and compassionate support to help clients maintain independence, avoid family conflicts, and safeguard against financial abuse. From daily financial tasks to emergency tax/trust situations, we are here to guide you through every aspect of your financial journey.
Pacific Capital Team
Pacific Capital Team is a reputable finance institution located at 2110 Artesia Boulevard in Redondo Beach, California. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their goals. Whether you're looking for investment advice, wealth management, or retirement planning, our experts are here to assist you every step of the way. Trust Pacific Capital Team to navigate the complexities of the financial world and secure your financial future.
Ted Faas - Raymond James
Ted Faas - Raymond James is a reputable finance institution located in the beautiful city of Redondo Beach, California. With a focus on providing top-notch financial services and investment advice, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, we are here to provide personalized solutions tailored to your unique needs. Visit us at 1605 South Catalina Avenue to see how we can help you secure a brighter financial future.
TR Wealth Management, Inc: BILL MULKEY
TR Wealth Management, Inc, led by Bill Mulkey, is a premier finance institution located at 1924 South Pacific Coast Highway in Redondo Beach, California, United States. Specializing in wealth management, the team at TR Wealth Management, Inc is dedicated to providing top-notch financial services to help clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial strategies, TR Wealth Management, Inc is a trusted partner for individuals and businesses looking to grow and protect their assets.
Riviera Wealth Management
Riviera Wealth Management is a prestigious finance institution located at 322 Vista Del Mar in Redondo Beach, California. Situated in the Hollywood Rivera section, our professional financial advisors work closely with individuals, families, and businesses to help them make informed decisions about their money, investments, retirement planning, and legacy planning. With over 80 years of combined experience, our team is dedicated to providing ethical investment planning and wealth management services tailored to each client's unique goals and risk tolerance. At Riviera Wealth Management, we pride ourselves on exceeding our clients' expectations by offering personalized and comprehensive concierge services. Our team is committed to understanding your financial needs, developing strategies to help you reach your goals, and guiding you towards financial success. We offer custom portfolio management, asset management services, and a range of financial planning solutions to meet your specific requirements.
LA Wealth Management
LA Wealth Management is a leading finance institution located at 1632 Aviation Boulevard in Redondo Beach, California, United States. With a team of experienced financial experts, we provide comprehensive wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our personalized approach ensures that your financial needs are met. Contact us today to learn more about how LA Wealth Management can help secure your financial future.
Lake Du & Associates
Lake Du & Associates is a reputable finance institution located at 345 Redondo Avenue in Long Beach, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help. Trust Lake Du & Associates to help you navigate the complex world of finance with expertise and personalized attention. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
Bollinger Capital Management, Inc.
Bollinger Capital Management, Inc. is a renowned finance institution located at 1200 Aviation Boulevard in Redondo Beach, California, United States. With a strong track record of providing expert financial advice and investment management services, Bollinger Capital Management, Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction and success. Trust Bollinger Capital Management, Inc. to guide you towards financial prosperity and peace of mind.
U.S. Bancorp Investments - Financial Advisors: Gardena
U.S. Bancorp Investments - Financial Advisors in Gardena is a leading finance institution located at 1260 West Redondo Beach Boulevard in Gardena, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to provide expert guidance and support every step of the way. Trust U.S. Bancorp Investments - Financial Advisors in Gardena to help you secure a strong financial future.
Mejia & Associates, Inc
Mejia & Associates, Inc is a reputable finance institution located at 800 South Pacific Coast Highway in Redondo Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to meet the needs of individuals and businesses alike. From investment planning to retirement strategies, Mejia & Associates, Inc is dedicated to providing personalized solutions to help clients achieve their financial goals. Trustworthy, reliable, and committed to excellence, Mejia & Associates, Inc is a go-to destination for all your financial needs.
Edward Jones - Financial Advisor: Trent W Turner, CEPA®|CRPS™
Edward Jones - Financial Advisor: Trent W Turner, CEPA®|CRPS™ is a trusted financial institution located at 1650 South Pacific Coast Highway in Redondo Beach, California. Specializing in providing personalized financial solutions, Trent W Turner is a Certified Exit Planning Advisor and Chartered Retirement Plans Specialist. With a focus on helping clients achieve their financial goals, Edward Jones offers a wide range of services including retirement planning, investment management, and wealth preservation. Whether you are planning for your future or looking to grow your assets, Edward Jones - Financial Advisor: Trent W Turner, CEPA®|CRPS™ is dedicated to helping you secure a stable financial future.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
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