TOP 10 Specialized financial services in Palos Verdes Estates, California
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LA Liquidation and Estate Services
● OpenLA Liquidation and Estate Services is a finance institution located at 2325 Palos Verdes Drive West in Palos Verdes Estates, California. Specializing in liquidation and estate services, this institution helps individuals and families manage and maximize the value of their assets. Whether you are looking to downsize, settle an estate, or simply get rid of excess belongings, LA Liquidation and Estate Services offers professional guidance and support every step of the way. With their expertise and personalized approach, clients can trust that their financial matters are in good hands.
2325 Palos Verdes Dr W #220-103, Palos Verdes Estates, CA 90274, United States -
SCH&A Insurance services
● ClosedSCH&A Insurance Services is a trusted insurance agency located at 2516 Vía Tejon in Palos Verdes Estates, California, United States. Specializing in employee benefits, SCH&A provides personalized service that sets them apart from other agencies. With over 85 years of combined expertise in the health insurance industry, the staff at SCH&A takes pride in their reputation for excellence in benefits consulting. By offering innovative and custom-tailored solutions, SCH&A helps business owners attract and retain top talent. Since 1984, SCH&A has been dedicated to helping growing businesses maximize their employee benefits at little to no cost. Visit SCH&A Insurance Services at their Palos Verdes Estates location for unparalleled service and expertise in employee benefits.
2516 Vía Tejon Ste 307, Palos Verdes Estates, CA 90274, United States -
Chasmar Insurance Services
● OpenChasmar Insurance Services is a premier insurance agency located at 4057 Vía Pavion, Palos Verdes Estates, California. We specialize in helping individuals, families, and small businesses find the perfect insurance plan to meet their needs. With a wide range of options both on and off the exchange, we guarantee that we can find a plan that is right for you. Our experienced team has been working with small businesses for decades, offering tailored programs to suit their unique employee base. Whether you are looking for original Medicare with a supplement or a Medicare Advantage plan, we have the resources to find the perfect plan for you.
4057 Vía Pavion, Palos Verdes Estates, CA 90274, United States -
Lucianna Molinari - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."
49 Seawall Rd, Rancho Palos Verdes, CA 90275, United States -
David Keller, Regional Manager at RE/MAX Estate Properties
● OpenWelcome to David Keller's RE/MAX Estate Properties, your premier real estate agency and general contractor located at 1401 Highland Avenue, Manhattan Beach, California. Specializing in the vibrant communities of Manhattan Beach, Hermosa Beach, and Redondo Beach, Team Keller RE is dedicated to providing superior service with in-depth local knowledge. Led by David Keller, Regional Manager, and Mia Ellison, our team works seamlessly to ensure that your real estate experience is exceptional. Whether you're buying or selling, we are committed to delivering fast, professional, and courteous service, making sure you feel at ease every step of the way.
1401 Highland Avenue, Manhattan Beach, California 90266, United States -
Coldwell Banker Realty - Palos Verdes-Beach Cities
● ClosedWelcome to Coldwell Banker Realty - Palos Verdes-Beach Cities, your premier real estate agency located in the charming and picturesque Malaga Cove Plaza, Palos Verdes Estates, California. Nestled in the heart of the prestigious Palos Verdes Peninsula, we specialize in offering a diverse portfolio of elegant homes situated in scenic settings across four exclusive cities: Palos Verdes Estates, Rolling Hills, Rolling Hills Estates, and Rancho Palos Verdes. Our office proudly serves a wide range of communities within the South Bay area, including the affluent and vibrant Manhattan Beach, the casual beach atmosphere of Hermosa Beach, and the diverse environments of Redondo Beach. Additionally, the city of Torrance is within our service area, known for its excellent schools, city services, and thriving business community.
68 Malaga Cove Plaza, Palos Verdes Estates, California 90274, United States -
Excel Funding Real Estate Services, Inc.
● ClosedWelcome to Excel Funding Real Estate Services, Inc., your trusted partner in finance and real estate located in the heart of Rancho Palos Verdes, California. Situated at 28924 South Western Avenue, our dedicated team of professionals is committed to providing exceptional service and expertise to help you navigate the complexities of the real estate market. At Excel Funding Real Estate Services, Inc., we specialize in offering personalized financial solutions and real estate services tailored to meet your unique needs. Whether you're buying your first home, refinancing, or investing in property, our experienced agents are here to guide you every step of the way. We pride ourselves on our deep understanding of the local market and our ability to deliver results that exceed expectations.
28924 South Western Avenue, Rancho Palos Verdes, California 90275, United States -
imperial real estate
● OpenWelcome to Imperial Real Estate, your trusted partner in navigating the dynamic world of real estate in Southern California. Located at 1008 South Pacific Avenue, Los Angeles, California, we are a full-service real estate agency dedicated to providing exceptional service across all stages of real estate transactions. Whether you're buying, selling, or leasing, our team of experienced advisors is here to guide you every step of the way. At Imperial Real Estate, we understand that making real estate decisions requires a comprehensive view beyond simple metrics. We excel in constructing a 4D context to deliver a clear image of your investments, ensuring the best decisions are made with confidence. Our commitment to transparency and communication ensures that your goals and timelines are our top priority, and we tailor our services to meet your unique needs.
1008 South Pacific Avenue, Los Angeles, California 90731, United States -
TM Real Estate Brokers
● ClosedWelcome to TM Real Estate Brokers, your trusted partner for all your real estate needs in Long Beach, California. Conveniently located at 1800 Palo Verde Avenue, we specialize in providing comprehensive services as a finance expert, general contractor, and real estate agency. Our dedicated team of professionals is committed to guiding you through every step of your real estate journey, whether you're buying, selling, or investing in property. At TM Real Estate Brokers, we pride ourselves on our deep knowledge of the local market and our ability to tailor solutions that meet your unique needs. Our finance experts are on hand to assist with securing the best mortgage rates and financial plans, ensuring your investment is both sound and profitable. As a licensed general contractor, we offer renovation and construction services to enhance the value and appeal of your property.
1800 Palo Verde Avenue, Long Beach, California 90815, United States -
Michael Simon, DDS
● ClosedMichael Simon, DDS is a trusted dental institution located at 36 Malaga Cove Plaza in Palos Verdes Estates, California. As a dentist specializing in oral health, we offer a wide range of services including routine cleanings, fillings, missing teeth replacement, crowns, and solutions for crowded or crooked teeth. Our experienced team works closely with each patient to create personalized treatment plans that cater to individual dental needs, financial options, and flexible scheduling preferences. We understand the importance of a confident smile and are dedicated to helping our patients achieve their dream smiles. Dr. Michael Simon, a Buffalo, NY native with over 23 years of experience in dentistry, takes pride in serving the Palos Verdes Peninsula/South Bay LA community. His commitment to providing high-quality, advanced dental care is reflected in our modernized office equipped with the latest technology and a paperless system.
36 Malaga Cove Plaza Suite 310, Palos Verdes Estates, CA 90274, United States -
Yorkshire Realty
● ClosedYorkshire Realty, located at 28625 South Western Avenue in Rancho Palos Verdes, California, was founded by an attorney and a data scientist who found financial success through real estate investments in Southern California. This institution offers a wide range of services including real estate brokerage, property management, and legal expertise. With firsthand experience as buyers, sellers, landlords, and investors, Yorkshire Realty provides clients with a unique advantage in the real estate market. As a licensed real estate brokerage (DRE No. 02157925), Yorkshire Realty has facilitated numerous transactions throughout Southern California, specializing in residential properties such as homes, condos, and apartment buildings. Additionally, the institution manages both multi-family and single-family rental properties, overseeing all operational aspects from rent collection to tenant disputes.
28625 S Western Ave #11, Rancho Palos Verdes, CA 90275, United States -
Nationwide Business Finance
● OpenNationwide Business Finance is a leading financial institution located at 2308 Vía La Brea in Palos Verdes Estates, California. Specializing in business finance, they offer a wide range of services to help businesses grow and thrive. Their team of experts provides personalized solutions tailored to the unique needs of each client. Whether you are looking for funding to expand your business, manage cash flow, or invest in new opportunities, Nationwide Business Finance has the expertise and resources to help you succeed. Contact them today to learn more about how they can support your financial goals.
2308 Vía La Brea, Palos Verdes Estates, CA 90274, United States -
Law Offices of Chris Barker
● ClosedThe Law Offices of Chris Barker, located at 28625 South Western Avenue in Rancho Palos Verdes, California, offers a wide range of legal services specializing in real estate disputes and transactions. Serving all of Southern California, our founder Chris Barker is a highly experienced attorney, graduate of UCLA School of Law, and member of the California and New York bars. With a background in complex commercial litigation at top law firms, Chris has successfully represented global investment firms and investors in financial disputes, including a high-profile case against 16 Wall Street banks. In addition to real estate law, Chris Barker has a passion for property investment and management, leading to the creation of his own law office to provide exceptional service to landlords, developers, investors, and more in the industry. Alongside legal services, our sister company Yorkshire Realty offers property management and brokerage services. Trust the Law Offices of Chris Barker for expert legal counsel and representation in all your real estate needs.
28625 S Western Ave #11, Rancho Palos Verdes, CA 90275, United States -
Susanne F Holloway - State Farm Insurance Agent
● ClosedSusanne F Holloway - State Farm Insurance Agent is a trusted insurance agency located at 707 Silver Spur Road in Rolling Hills Estates, California. Specializing in auto, home, condo, renters, business, and commercial auto insurance, they have been serving the insurance needs of Los Angeles County residents since 1982. Their office is conveniently located near Rancho Palos Verdes, Palos Verdes Estates, Torrance, San Pedro, Wilmington, Harbor City, Redondo Beach, Long Beach, Manhattan Beach, and Gardena. Susanne F Holloway holds a Bachelor of Science degree from Cal State, Dominguez Hills and is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). She has received numerous awards and accolades for her outstanding service, including the National Sales Achievement Award and the National Quality Award. In addition to providing insurance coverage, Susanne F Holloway - State Farm Insurance Agent is dedicated to promoting safe driving habits and responsible vehicle maintenance. They offer valuable resources on topics such as drunk driving prevention, battery maintenance, RV travel tips, and the dangers of texting and driving. Their commitment to customer service extends to providing assistance for individuals with disabilities who may have difficulty accessing their website.
707 Silver Spur Rd Ste 200B, Rolling Hills Estates, CA 90274, United States -
Bowen Tax Law
● ClosedBowen Tax Law is a premier institution specializing in accounting, finance, and legal services related to tax law. Located at 719 Yarmouth Road in Palos Verdes Estates, California, this institution provides expert guidance and representation for individuals and businesses facing tax-related issues. With a team of experienced lawyers and financial experts, Bowen Tax Law offers comprehensive solutions tailored to each client's unique needs. Whether you are dealing with tax audits, IRS disputes, or other tax matters, you can trust Bowen Tax Law to provide top-notch advice and advocacy.
719 Yarmouth Rd #103, Palos Verdes Estates, CA 90274, United States -
DeLarme Wealth Management, Inc.
● ClosedDeLarme Wealth Management, Inc. is a reputable finance institution located at 2550 Vía Tejon in Palos Verdes Estates, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Contact us today to learn more about how DeLarme Wealth Management can help you achieve financial success.
2550 Vía Tejon # 3A, Palos Verdes Estates, CA 90274, United States -
Dividend Growth Partners
● OpenDividend Growth Partners is a leading finance institution located at 716 Yarmouth Road in Palos Verdes Estates, California, United States. Specializing in helping clients achieve their financial goals through strategic investment in dividend-paying companies, Dividend Growth Partners offers personalized services and expert advice to maximize returns and build long-term wealth. With a dedicated team of financial professionals, they provide comprehensive investment strategies tailored to each client's unique needs and objectives. Trust Dividend Growth Partners to help you navigate the complex world of finance and secure a prosperous financial future.
716 Yarmouth Rd Suite 207, Palos Verdes Estates, CA 90274, United States -
Malaga Cove Capital LLC
● OpenMalaga Cove Capital LLC is a finance institution located at 425 Vía Corta, Palos Verdes Estates, California, United States. Specializing in investment management, financial planning, and wealth management services, Malaga Cove Capital LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Malaga Cove Capital LLC is dedicated to helping you succeed.
425 Vía Corta # 204, Palos Verdes Estates, CA 90274, United States -
Lee Capital Management
● OpenLee Capital Management is a premier finance institution located at 43 Malaga Cove Plaza in Palos Verdes Estates, California. Specializing in wealth management and investment services, Lee Capital Management is committed to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals and a track record of success, Lee Capital Management is a trusted partner for individuals and businesses seeking to grow and protect their assets.
43 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, United States -
Wagner & Wagner Tax & Accounting
● OpenWagner & Wagner Tax & Accounting is a reputable financial institution located at 2564 Vía Tejon in Palos Verdes Estates, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized and efficient solutions for all your tax and accounting needs. Whether you are an individual or a business owner, we are committed to helping you navigate the complexities of financial management and achieve your goals. Trust Wagner & Wagner Tax & Accounting for expert guidance and exceptional service.
2564 Vía Tejon, Palos Verdes Estates, CA 90274, United States -
Los Angeles County Fire Dept. Station 2
● OpenWelcome to Los Angeles County Fire Dept. Station 2, located at 340 Palos Verdes Drive West, Palos Verdes Estates, California. We are proud to be part of the renowned Los Angeles County Fire Department, recognized globally for excellence in fire and emergency services. Our dedicated team of firefighters and lifeguards are committed to serving the community with the highest standards of safety and professionalism. At Station 2, we not only respond to emergencies but also focus on educating the youth and the community about fire safety and emergency medical services. We emphasize community service and civic involvement through positive mentoring, training, education, and career development.
340 Palos Verdes Drive West, Palos Verdes Estates, California 90274, United States -
Los Angeles County Fire Dept. Station 106
● OpenWelcome to Los Angeles County Fire Dept. Station 106, proudly serving the community of Rolling Hills Estates and surrounding areas. Located at 27413 Indian Peak Road, Rolling Hills Estates, California 90274, our station is dedicated to providing top-notch fire protection and emergency medical services. Our team of highly skilled and dedicated firefighters is part of the internationally renowned Los Angeles County Fire Department, known for its excellence in fire and rescue operations. At Station 106, we are committed not only to emergency response but also to community education and involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, focusing on community service, civic involvement, and career development. Understanding fire safety is crucial for everyone, and we provide resources to help you identify potential safety issues in your home and know what to do in case of an emergency.
27413 Indian Peak Road, Rolling Hills Estates, California 90274, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome 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.
Park Avenue, Long Beach, California 90803, United States -
hilco global
● OpenWelcome to Hilco Global, your trusted partner in financial solutions, located in the heart of Palos Verdes Estates, California. Situated at 716 Yarmouth Road, Hilco Real Estate Appraisal, we specialize in delivering comprehensive financial services tailored to meet the unique needs of our clients. As a leading firm in the finance industry, we pride ourselves on offering expert real estate appraisal services, innovative financial strategies, and personalized solutions to help you achieve your financial goals. Our team of experienced professionals is dedicated to providing exceptional service, ensuring transparency, and maintaining the highest standards of integrity in every transaction. Whether you're seeking real estate valuation, asset management, or strategic advisory services, Hilco Global is here to guide you every step of the way. Visit us today and discover how we can help you navigate the complex world of finance with confidence and success.
716 Yarmouth Road Hilco Real Estate Appraisal, Palos Verdes Estates, California 90274, United States -
Chase ATM
● OpenWelcome to Chase ATM located at 31250 Palos Verdes Drive West, Palos Verdes Estates, California 90275. As a trusted financial service provider, we are dedicated to meeting your banking needs with convenience and efficiency. Our ATM offers easy access to your Chase accounts, allowing you to perform a variety of transactions such as cash withdrawals, deposits, and balance inquiries. At Chase, we pride ourselves on offering comprehensive financial solutions to support both personal and business needs. With our Business Banking services, you’ll gain expert guidance from a team of professionals focused on enhancing cash flow, providing tailored credit solutions, and managing payroll. We also offer a range of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.
31250 Palos Verdes Drive West, Palos Verdes Estates, California 90275, United States -
First Foundation Bank
● ClosedWelcome to First Foundation Bank, located at 36 Malaga Cove Plaza, Palos Verdes Estates, California 90274. As a trusted provider in the banking and finance industry, our Palos Verdes Estates branch is dedicated to offering personalized and comprehensive financial services to meet your unique needs. Whether you're seeking deposit and loan products, investment and advisory services, or trust and insurance solutions, First Foundation Bank has you covered. As a Member FDIC and Equal Housing Lender, we ensure your banking experience is secure and reliable. Our team of experts, including those from First Foundation Advisors, an SEC-Registered Investment Advisor, is here to guide you with tailored investment strategies and financial advice. Additionally, our First Foundation Insurance Services, holding license number #0H38553, offers a range of insurance solutions to protect your assets and loved ones.
36 Malaga Cove Plaza, Palos Verdes Estates, California 90274, United States -
Farmers Insurance - Jonathan Axtell
● ClosedWelcome to Farmers Insurance - Jonathan Axtell, your trusted local insurance agency in Palos Verdes Estates, California. Conveniently located at 2550 Vía Tejon, we are dedicated to helping you navigate the ever-changing landscape of insurance needs. As your local Farmers® agent, Jonathan Axtell is committed to providing you with personalized service to ensure you have the right coverage for your unique situation. Whether you're looking for auto, home, renters, business, or life insurance, we offer comprehensive solutions to protect what matters most to you. With years of experience as a Palos Verdes resident, Jonathan has the knowledge and expertise to guide you through the complexities of insurance policies and help you make informed decisions.
2550 Vía Tejon, Palos Verdes Estates, California 90274, United States -
Ben Amor Mortgage Loans
● ClosedWelcome to Ben Amor Mortgage Loans, your trusted partner in achieving your homeownership dreams. Conveniently located at 4000 Palos Verdes Drive North in the serene community of Rolling Hills Estates, California, we specialize in providing personalized mortgage solutions tailored to meet your unique financial needs. At Ben Amor Mortgage Loans, we understand that securing a mortgage is one of the most significant financial decisions you will make. Our dedicated team of experienced professionals is committed to guiding you through every step of the process, ensuring a smooth and transparent experience. Whether you're a first-time homebuyer, looking to refinance, or interested in investment properties, we offer a wide range of mortgage products designed to fit your lifestyle and budget.
4000 Palos Verdes Drive North, Rolling Hills Estates, California 90274, United States -
Denise Waters Realty Executives All Cities
● ClosedWelcome to Denise Waters Realty Executives All Cities, your trusted partner in achieving your real estate dreams in Lakewood, California, and beyond. Located at 5822 Adenmoor Avenue, Lakewood, Denise Waters, a seasoned Broker Associate, is dedicated to helping buyers and sellers navigate the complex world of real estate with ease and confidence. With over two decades of experience in residential real estate, property management, and project management, Denise combines her extensive industry knowledge with a warm smile and an unparalleled attention to detail. Her background as a U.S. Air Force financial officer and private sector project manager equips her with the skills to manage, market, and sell single and multi-family properties effectively.
5822 Adenmoor Avenue, Lakewood, California 90713, United States
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