Tailored financial consultancy in Santa Monica, CA
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Finer College Admissions and Immigration Consultants
● ClosedFiner College Admissions and Immigration Consultants, located at 2100 Main Street, Santa Monica, California, offers a comprehensive program for high school students, college admissions, career guidance, and immigration assistance. Our team works closely with students starting as early as 9th and 10th grade to provide personalized guidance that meets their individual needs. Unlike other companies that only offer essay assistance, we focus on finding the right fit academically, socially, environmentally, and financially for each student. Our program is designed to not only help students navigate the college admissions process, but also to save families money on tuition costs by matching students with schools that are a good financial fit. We understand that every student's situation is unique, which is why we tailor our approach to minimize stress and anxiety for the student and their family.
2100 Main St, Santa Monica, CA 90405, United States -
Senior Health Insurance by Sterling Financial
● ClosedSenior Health Insurance by Sterling Financial is a trusted health insurance agency located at 520 Broadway in Santa Monica, California. As you enter your senior years, it's important to have peace of mind when it comes to your health and finances. Our experienced agents are here to help you navigate the complexities of Medicare, ensuring that you have the right coverage for your unique needs. Whether you're new to Medicare or have been on it for years, we can help you find the ideal plan, Primary Care Physician, and navigate the Medical Group system. We are licensed in all 50 states and are dedicated to answering all of your questions and providing personalized assistance.
520 Broadway #200, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Mathew Saltzman
● ClosedMerrill Lynch Financial Advisor Mathew Saltzman is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. As your Merrill advisor, Mathew Saltzman focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. With a deep understanding of your financial picture, Mathew can create a flexible strategy tailored to today's market conditions. Through Merrill and Bank of America, you will have access to investment insights and banking solutions. Mathew Saltzman believes in building personalized wealth management strategies to help you achieve your goals. By participating in the community and volunteering with organizations, Mathew Saltzman follows the deep-seated Merrill tradition of service. Through Merrill Personal Wealth Analysis™, Mathew can help build a personalized plan centered around your goals. By understanding your investment personality, Mathew can customize a financial approach to help you pursue what matters most to you. Your financial approach will be continuously adjusted to reflect changes in your life and goals. With Mathew Saltzman as your advisor, you can expect a dedicated one-on-one relationship focused on helping you build a customized investment approach to address your needs and pursue your goals.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Quantum Financial Advisors, LLC
● ClosedQuantum Financial Advisors, LLC, located at 520 Broadway in Santa Monica, California, is a finance institution that specializes in providing simple and elegant solutions to life's complex financial problems. Our mission is to alleviate financial stress for our clients so they can spend more time doing what they love. As fiduciaries, we prioritize the interests and success of our clients above all else, building relationships based on trust and collaboration. We work closely with our clients and their team of experts to ensure that resources and capital are aligned with their personal, family, and social perspectives. Our commitment to honesty, transparency, and ethical standards sets us apart in the industry. With a deep understanding of the unique needs of our typical clients, such as business owners, executives, and individuals entering new phases of life, we provide tailored financial solutions to help them achieve their goals.
520 Broadway Suite 200, Santa Monica, CA 90401, United States -
Provident Financial Management
● ClosedProvident Financial Management is a reputable finance institution located at 3130 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial services, they offer tailored solutions to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth preservation, Provident Financial Management is dedicated to helping their clients secure a stable financial future. Their team of experienced professionals is committed to delivering personalized and comprehensive financial strategies to meet the unique needs of each client. Trust Provident Financial Management to be your partner in financial success.
3130 Wilshire Blvd #600, Santa Monica, CA 90403, United States -
Merrill Lynch Financial Advisor Layne R Tally
● ClosedMerrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Layne R Tally can help create a flexible strategy tailored to your individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, Layne R Tally offers personalized wealth management strategies to help you pursue your financial goals. Layne R Tally believes in participating in the communities they serve, and volunteers with organizations in the community. By using Merrill Personal Wealth Analysis™, Layne R Tally can build a personalized plan centered around your goals and aspirations. They focus on what matters most to you, whether it's transferring wealth, saving for a home, or planning for retirement.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor David E Guyette
● ClosedMerrill Lynch Financial Advisor David E Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each client's unique needs and aspirations, working one-on-one to develop a customized plan designed to manage investment risk and grow wealth. With access to resources from Merrill and Bank of America, the team of experienced professionals at Merrill Lynch Wealth Management Advisors provides comprehensive financial solutions and personalized service to build strong client relationships based on trust. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the market, the institution aims to help individuals achieve their financial goals and stay on track. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and make informed investment decisions to reach their desired outcomes.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
NS Small Business Consulting
● ClosedNS Small Business Consulting is a leading institution specializing in accounting and finance services for small businesses. Located at 3231 Ocean Park Boulevard in Santa Monica, California, United States, our team of experts is dedicated to helping small businesses thrive by providing tailored financial solutions and expert advice. Whether you need assistance with bookkeeping, tax planning, or financial analysis, our experienced consultants are here to support you every step of the way. Trust NS Small Business Consulting to help you achieve your financial goals and drive success for your small business.
3231 Ocean Park Blvd #202, Santa Monica, CA 90405, United States -
Merrill Lynch Financial Advisor Richard A Jones
● ClosedMerrill Lynch Financial Advisor Richard A Jones, located at 100 Wilshire Boulevard in Santa Monica, California, offers comprehensive wealth management services to clients and their families. With a focus on personalized service and tailored financial strategies, the team at the Jones Fletcher Group takes a "family tree" approach to working with clients, ensuring that every generation is considered in the pursuit of financial goals. Supported by the global resources of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch is committed to helping clients stay on track towards their goals through proactive asset allocation and rebalancing. With a dedication to building strong client relationships based on trust and personalized service, the advisors at Merrill Lynch strive to provide a seamless and flexible experience for every client. By taking the time to understand each client's unique goals, values, and priorities, the team at Merrill Lynch can develop a customized wealth management strategy designed to help clients achieve what matters most to them. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about financial decisions, Merrill Lynch Financial Advisor Richard A Jones is dedicated to helping clients achieve their financial goals.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Nelly Aguilar Garcia
● ClosedMerrill Lynch Financial Advisor Nelly Aguilar Garcia is located at 100 Wilshire Boulevard in Santa Monica, California. Nelly has been recognized for her exceptional client service and was named in Forbes' "Best-in-State Wealth Management Teams" in 2024. With a background in finance and a passion for helping others, Nelly works closely with her clients to understand their values and goals, tailoring personalized financial strategies to help them achieve their dreams. Whether you're planning for retirement, saving for a home, or funding your child's education, Nelly is dedicated to helping you navigate important financial decisions. With access to the resources of Merrill Lynch and Bank of America, Nelly and her team are committed to building strong client relationships based on trust and personalized service. Contact Nelly Aguilar Garcia today to start a conversation about your financial goals and aspirations.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Jacob Guyette
● ClosedMerrill Lynch Financial Advisor Jacob Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to your individual needs. The Guyette team focuses on a goals-based wealth management approach, putting clients at the center of the process. With access to the global investing resources of Merrill and the banking solutions of Bank of America, they help clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team is actively involved in the community, supporting charitable organizations like Heal the Bay and Children's Hospital Los Angeles. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while the Investment Personality Assessment helps customize your financial approach based on your preferences. The team helps you track progress, adjust strategies, and provides proactive communication and personalized service. By understanding your aspirations and priorities, Merrill Lynch Financial Advisor Jacob Guyette helps you manage, grow, and preserve your wealth for the future. With a focus on turning goals into reality, the team works to address your financial needs and adapt to changes in your life and the markets over time.
100 Wilshire Blvd 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 -
HoyleCohen Wealth Management, Santa Monica
● ClosedHoyleCohen Wealth Management in Santa Monica is a premier finance institution located at 2120 Colorado Avenue in California, United States. With a team of experienced financial advisors, HoyleCohen provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, HoyleCohen offers expert guidance and strategic solutions tailored to your individual needs. Visit us today to learn more about how we can help you secure your financial future.
2120 Colorado Ave Suite 100, Santa Monica, CA 90404, United States -
Merrill Lynch Financial Advisor Nicholas Anthony
● ClosedMerrill Lynch Financial Advisor Nicholas Anthony is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting as they evolve over time. Our mission is to understand what matters most to you, helping you make informed investment decisions to reach your goals. Through our Investment Personality Assessment, we tailor a financial approach to suit your preferences. We offer personalized plans, regular check-ins, and access to the investment insights of Merrill and banking solutions from Bank of America. Our goal is to help you achieve financial success and turn your aspirations into reality. Let's work together to create a financial approach that reflects your personality and priorities.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Sherry K Grant
● ClosedMerrill 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.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Santa Monica Accounting (Cerritos)
● OpenWelcome to Santa Monica Accounting (Cerritos) Located at 12446 Cuesta Drive, Cerritos, California 90703, Santa Monica Accounting is your trusted partner for all your accounting and financial needs. As a leading service provider with a strong foundation in Santa Monica, CA, we are proud to extend our top-notch financial services to the Cerritos community. Our expert team specializes in business tax services, small business accounting, and bookkeeping for small to mid-sized businesses, including outsourced accounting for nonprofits.
12446 Cuesta Drive, Cerritos, California 90703, United States -
Josh Scott at Comparion Insurance Agency
● ClosedJosh Scott at Comparion Insurance Agency is a reputable insurance agency located at 520 Broadway in Santa Monica, California. With a commitment to providing personalized service and tailored insurance solutions, Josh Scott and his team strive to protect their clients' assets and financial well-being. Whether you are in need of auto, home, life, or business insurance, you can trust Josh Scott at Comparion Insurance Agency to find the best coverage options for your specific needs. Contact them today for a consultation and experience the peace of mind that comes with having reliable insurance protection.
520 Broadway, Santa Monica, CA 90401, United States -
Labor Law PC
● OpenLabor Law PC is a trusted institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Specializing in labor and employment law, our experienced attorneys are dedicated to empowering employees and protecting their rights in Los Angeles, California. We provide exceptional legal representation and client-focused services to individuals facing labor-related challenges, such as wrongful termination, workplace harassment, and wage and hour violations. Our firm prioritizes representing employees and fighting against the resources and influence of employers. At Labor Law PC, consultation is free with no hourly fees or upfront expenses. We have a high success rate in recovering money for our clients and offer individualized attention to each case. Our attorneys are compassionate, fearless, and aggressive, fighting hard to make things right for our clients. We handle a wide range of employment-related cases, including leaves of absences, severance agreements, wrongful termination, sexual harassment, retaliation, and discrimination.
100 Wilshire Blvd #700, Santa Monica, CA 90401, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025, United States -
American Institute for Stuttering
● ClosedThe American Institute for Stuttering, located in Santa Monica, California, is a unique institution dedicated to providing holistic and individualized therapy for individuals who stutter. Unlike traditional therapy approaches that focus solely on speech and breathing strategies, AIS takes a comprehensive approach that addresses the physical aspects of stuttering as well as the negative emotions and thoughts that can accompany it. At AIS, clients not only receive exceptional individual treatment but also become part of a supportive community of others who stutter. The therapists at AIS have received specialty training to work exclusively with people who stutter, ensuring that each client receives personalized care tailored to their unique needs.
1250 6th St Suite 203, Santa Monica, CA 90401, United States -
Apex Law APC
● ClosedApex Law APC is a legal institution located in Thousand Oaks, California, with additional offices in Santa Monica and Westlake Village. Specializing in Real Estate, Environmental, Construction, Financial Services, Insurance, and Complex Commercial Litigation, Apex Law is dedicated to understanding the client's goals to provide customized and efficient legal representation. Founder Tom FitzGibbon brings a wealth of experience in federal court, technology-related matters, and a range of environmental and construction disputes. With a strong focus on delivering timely and successful results, Apex Law offers fair and reasonable fee arrangements tailored to each client's needs. The firm's commitment to excellence and client satisfaction is evident in their track record of successfully handling cases in various industries across California. Contact Apex Law APC for expert legal representation in a wide range of litigation matters.
199 W Hillcrest Dr Suite 115, Thousand Oaks, CA 91360, United States -
Farmers Insurance - Refugio Castro
● ClosedFarmers Insurance - Refugio Castro is an insurance agency located at 1247 Lincoln Boulevard in Santa Monica, California. Refugio Castro, a lifelong resident of California, is proud to serve the Santa Monica area and surrounding areas as a local Farmers® agent. With over 8 years of experience in the insurance industry, Refugio and the Castro Insurance Agency focus on providing exceptional customer service and ensuring that each client is well-informed about their coverage options. The agency offers a wide range of insurance products, including business, life, home, and auto insurance. Refugio can help clients navigate the complexities of insurance coverage, offering comprehensive advice and personalized solutions tailored to individual needs and budgets. Customers can also benefit from competitive rates and multi-line insurance discounts.
1247 Lincoln Blvd UNIT G, Santa Monica, CA 90401, United States -
Much Wealth Management, Inc.
● ClosedMuch Wealth Management, Inc. is a finance and insurance agency located at 2716 Ocean Park Boulevard in Santa Monica, California. Our team is dedicated to helping you create sound financial strategies for your future, including retirement planning. By scheduling a meeting with us, you can discover what your ideal retirement looks like and receive a custom strategy to help you reach your unique goals. Our Much Better Retirement plan will examine your current financial situation and determine your retirement needs. If you are unsure whether your current retirement plan aligns with your goals, we invite you to download our complimentary guide to learn more about the importance of a sound strategy. Additionally, you can attend one of our informational seminars to gain insights into retirement income strategies, wealth management, and more.
2716 Ocean Park Blvd #2009, Santa Monica, CA 90405, United States -
Telos Advisors
● OpenTelos Advisors is a reputable financial institution located at 1460 4th Street in Santa Monica, California, United States. We specialize in providing expert financial advice and solutions to help our clients achieve their financial goals. Our team of experienced advisors offers personalized services tailored to meet the unique needs of each individual or business. Whether you are looking to grow your investments, plan for retirement, or manage your finances more effectively, Telos Advisors is here to help. Trust us to provide you with sound financial guidance and support to secure your financial future.
1460 4th St, Santa Monica, CA 90401, United States -
WellAcre Global Wealth Advisors
● ClosedWellAcre Global Wealth Advisors is a leading financial institution located in the heart of Santa Monica, California. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on global wealth management, we provide personalized investment strategies tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WellAcre Global Wealth Advisors is here to guide you every step of the way. Visit us at 520 Broadway to learn more about how we can help you build a secure financial future.
520 Broadway #200, Santa Monica, CA 90401, United States -
Allen & Associates LLC
● OpenAllen & Associates LLC is a reputable finance institution located at 225 Santa Monica Boulevard in Santa Monica, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment management, retirement planning, tax consulting, and more. Trust Allen & Associates LLC to provide expert financial guidance and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
225 Santa Monica Blvd, Santa Monica, CA 90401, United States -
Adero Partners
● ClosedAdero Partners, located at 118 3rd Street in Santa Monica, California, is a finance institution dedicated to serving the unique needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is committed to enhancing lives through thoughtful partnership. Recognized as one of America’s Top RIA Firms in 2023, Adero Partners offers a comprehensive suite of wealth management services, including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with a focus on providing access to private funds and bespoke portfolios for clients interested in ESG or values-based investment strategies.
118 3rd St, Santa Monica, CA 90403, United States -
Blue Chip Macro
● ClosedBlue Chip Macro is a Registered Investment Financial Advisor located at 729 Montana Avenue, Santa Monica, California, United States. We offer money management, financial planning, and business consulting services. Our transparent compensation structure ensures no conflicts of interest, and we develop custom solutions tailored to your needs. Our patent pending investment algorithm protects and grows your wealth, while our expert advice can help your business thrive. As an independent fee-only Registered Investment Financial Advisor, Blue Chip Macro upholds a Fiduciary Standard of Care, always acting in the best interests of our clients. We offer a comprehensive suite of financial services including financial planning, asset management, retirement planning, and estate planning. Our focus is on providing objective and unbiased financial advice, free from commissions or affiliations with investment firms.
729 Montana Ave Suite 7, Santa Monica, CA 90403, United States -
Angeles Investment Advisors
● OpenAngeles Investment Advisors is a finance institution located at 429 Santa Monica Boulevard, Santa Monica, California, United States. Founded in 2001, Angeles is a multi-asset investment firm dedicated to providing sophisticated, customized, global investment solutions to institutional and private wealth clients. The institution prides itself on offering tailored solutions to meet the unique needs of each client, guided by a team of Investment Officers who serve as internal chief investment officers. Angeles believes in fostering strong client relationships based on respect, trust, integrity, and open communication. The institution offers total portfolio management and focused solutions to provide targeted exposure to overall portfolios. With a commitment to philanthropy and mission-aligned investing, Angeles aims to help clients achieve their financial goals and make a positive impact on society and the community.
429 Santa Monica Blvd, Santa Monica, CA 90401, United States -
Victus Capital Wealth
● OpenVictus Capital Wealth is a prestigious finance institution located at 1327 Ocean Avenue in Santa Monica, California, United States. With a reputation for excellence in wealth management and financial planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Victus Capital Wealth provides personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.
1327 Ocean Ave Suite K, Santa Monica, CA 90401, United States
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