TOP 20 Best Tailored financial solutions in Hermosa Beach, California
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Edward Jones - Financial Advisor: Nicholas M Pennino, CFP®|ChFC®|CLU®|AAMS™
Edward Jones - Financial Advisor: Nicholas M Pennino, CFP®|ChFC®|CLU®|AAMS™ is a reputable financial institution located at 2615 Pacific Coast Highway in Hermosa Beach, California, United States. With a team of experienced professionals, including certified financial planners, chartered financial consultants, chartered life underwriters, and accredited asset management specialists, Edward Jones offers comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Nicholas M Pennino and his team are dedicated to providing personalized guidance and tailored solutions to meet your individual needs. Trust Edward Jones to help you secure your financial future with expert advice and reliable service.
Louie M Bitanga - Private Wealth Advisor, Ameriprise Financial Services, LLC
Louie M Bitanga - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Hermosa Beach, California. With a focus on providing personalized wealth management services, Louie M Bitanga helps clients achieve their financial goals through expert advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Louie M Bitanga and his team are dedicated to providing top-notch financial solutions tailored to your individual needs. Visit us at 727 2nd Street to start securing your financial future today.
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.
Peter Cannon | Fairway Independent Mortgage Corporation Co-Branch Manager
Welcome to Peter Cannon | Fairway Independent Mortgage Corporation, where we are committed to guiding you through one of the most significant financial decisions of your life—financing your home. Located at 200 Pier Avenue, Hermosa Beach, California, we are your trusted local experts in mortgage solutions. At Fairway, we believe in putting people first and are dedicated to providing exceptional service with integrity and transparency. Whether you are looking to buy, build, or refinance your home, our experienced mortgage professionals are here to help you find the right loan with great rates, terms, and costs tailored to your specific needs. We offer a variety of loan options to ensure you achieve homeownership with the speed and service you deserve.
Farmers Insurance - Jessie Navarro
Farmers Insurance - Jessie Navarro is an insurance agency located at 1426 Aviation Boulevard, Redondo Beach, California, United States. Our team of licensed agents has been serving the Manhattan, Hermosa, and Redondo beach cities for over 13 years. We specialize in custom insurance policies for various home types in the South Bay area, including townhomes, condos, HOA's, and single-family homes. As a sponsor of Redondo Union High school sports activities, we are dedicated to serving the community for many more years to come. We offer comprehensive coverage for auto insurance, home insurance, life insurance, renters insurance, business insurance, and condo insurance. Our goal is to provide personalized insurance solutions to meet your needs and budget. With over 80 years of experience, Farmers Insurance has a proven track record of protecting your most valuable possessions.
Michelle Killian - State Farm Insurance Agent
Michelle Killian - State Farm Insurance Agent is a trusted insurance agency located at 2521 West Carson Street in Torrance, California. Conveniently situated across the street from the Torrance Fire Department, our office is easily accessible for all your insurance needs. Since 2006, Michelle Killian has been serving the Torrance community as a dedicated State Farm Insurance Agent. Born and raised in Southern California, Michelle has over 25 years of experience in the insurance industry. She is supported by a team of licensed and trained professionals ready to assist with a wide range of insurance services.
Inae Park - State Farm Insurance Agent
Inae Park - State Farm Insurance Agent is an insurance agency located at 426 Pier Avenue in Hermosa Beach, California, United States. At Inae Park, customers can customize a coverage plan to protect their family, belongings, and finances. With options for safe driving rewards, bundling discounts, and more, Inae Park can help create a solution that fits individual needs. Prices are based on state rating plans and coverage options can vary. State Farm is the largest auto insurance provider in the U.S., offering a range of options from collision to rental coverage. Customers can also explore insurance options for recreational vehicles, homeowners, renters, and more. Inae Park can assist with obtaining quotes for auto, recreational vehicle, homeowners, renters, and life insurance policies. Additionally, State Farm offers business insurance options, as well as health insurance plans and financial services through an alliance with U.S. Bank. With State Farm's investment planning services, customers can work towards their financial goals and secure their future. Contact Inae Park in Hermosa Beach for more information on insurance and financial services tailored to individual needs.
Stephanie Criona - State Farm Insurance Agent
Welcome to Stephanie Criona - State Farm Insurance Agent, your trusted partner in Hermosa Beach, California, for all your insurance needs. Conveniently located at 2309 Pacific Coast Highway, we are dedicated to providing exceptional service and personalized insurance solutions to our community. Our experienced team, comprising Stephanie, Yadira, Martin, and Luke, are long-time Southern California residents with a deep understanding of the evolving insurance landscape in California. We pride ourselves on serving both English and Spanish-speaking clients, ensuring clear communication and understanding for all. Whether you're looking to update your insurance plans this summer, protect your family with life insurance, or plan for retirement with an annuity, we are here to guide you every step of the way.
Chase Bank
Welcome to Chase Bank, conveniently located at 1223 Hermosa Avenue, Hermosa Beach, California 90254. As a leading provider in banking, finance, and ATM services, Chase Bank is dedicated to meeting your financial needs with a wide range of products and services. Our Business Banking services offer expert guidance from a team of professionals who specialize in enhancing cash flow, providing credit solutions, and managing payroll. We also provide tailored solutions for businesses, including online and mobile banking services, business credit cards, and payment acceptance solutions.
Accudata Accounting Advisors
Accudata Accounting Advisors is a premier accounting and finance institution located at 976 Artesia Boulevard in Hermosa Beach, California, United States. Our team of expert advisors provides top-notch financial services to individuals and businesses, helping them navigate the complexities of accounting and finance with ease. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Accudata Accounting Advisors is here to help. Trust us to provide you with accurate, reliable, and timely financial advice tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial success.
Citi
Welcome to Citi, your trusted financial partner located at 81 Pier Avenue, Hermosa Beach, California. As a leading bank and financial services provider, we are committed to serving the Hermosa Beach community with a comprehensive range of financial solutions tailored to meet your individual and business needs. At Citi, we offer a wide array of services including personal and business banking, loans, credit cards, investment opportunities, and wealth management. Our team of experienced professionals is dedicated to providing exceptional customer service and expert financial advice to help you achieve your financial goals. Whether you're looking to open a new account, apply for a mortgage, or plan for your future, Citi is here to support you every step of the way. Visit us today to experience the Citi difference and let us help you navigate your financial journey with confidence.
Wells Fargo Bank
Welcome to Wells Fargo Bank, conveniently located at 1501 Pacific Coast Highway in the beautiful city of Hermosa Beach, California. As a trusted name in banking and finance, we are committed to providing exceptional services to meet all your financial needs. Whether you are looking to open a new account, apply for a loan, or simply use our ATM services, our friendly and knowledgeable staff is here to assist you. Our branch offers a comprehensive range of financial solutions tailored to both personal and business banking. Visit us today and experience the quality service that has made Wells Fargo a leader in the banking industry. We look forward to serving you and helping you achieve your financial goals.
Equitas Investments
Equitas Investments is a leading finance institution located at 2200 Pacific Coast Highway in Hermosa Beach, California, United States. With a focus on providing innovative and tailored investment solutions, Equitas Investments prides itself on delivering exceptional service and expertise to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or diversify your portfolio, the team at Equitas Investments is dedicated to helping you navigate the complexities of the financial market and make informed decisions. Visit us today to learn more about how we can help you secure your financial future.
California Investors Escrow Co
Welcome to California Investors Escrow Co, your trusted partner in financial transactions located in the heart of Hermosa Beach, California. Situated conveniently at 2615 Pacific Coast Highway, our firm specializes in providing comprehensive escrow services tailored to meet the unique needs of investors, homebuyers, and businesses alike. With a strong commitment to integrity and customer satisfaction, California Investors Escrow Co has built a reputation for excellence in the finance industry. Our team of experienced professionals is dedicated to ensuring a smooth and secure escrow process, offering expert guidance and personalized solutions to help you achieve your financial goals.
EP Trusts
EP Trusts is a reputable institution located at 2447 Pacific Coast Highway in Hermosa Beach, California. Our organization is dedicated to providing expert trust services to individuals and families in the United States. With a strong commitment to integrity and professionalism, we strive to help our clients navigate the complexities of estate planning and asset management. Our experienced team of trust specialists is here to offer personalized solutions tailored to meet the unique needs of each client. Trust EP Trusts to protect your assets and secure your financial future.
PFI Advisors, LLC
PFI Advisors, LLC is a leading institution located in Hermosa Beach, California, United States. The institution is home to the COO Society, which offers coaching, community, and a comprehensive training program for operations professionals in the RIA industry. The COO Society's online coaching platform is the first of its kind, tailored specifically for operations professionals looking to navigate growth and collaborate with others in the industry. The COO Society focuses on three core Learning Paths: Technology, Human Resources, and Business Administration. These paths cover essential topics such as org structure, onboarding, talent attraction, career advancement, and trading strategies for business scale. The courses are designed for operations professionals at all levels, from entry-level associates to experienced COOs, and are easily digestible for busy professionals.
Desert Capital Management Group Inc.
Desert Capital Management Group Inc. is a finance institution located at 8484 Wilshire Boulevard in Beverly Hills, California, United States. With over 20 years of experience, we specialize in helping clients prepare for the unknown while meeting their financial goals. As an independent financial services firm, we have access to a wide range of products and services to best suit our clients' needs. Our investment strategies are proven to meet your risk tolerance and withstand market volatility. We offer unbiased recommendations and impartial guidance tailored directly to your individual needs and goals. Whether you have questions or are ready to set up a meeting, our team is here to help you discover the best path to financial freedom.
Ledger Accounting
Welcome to Ledger Accounting, your trusted partner in financial success located in the heart of Hermosa Beach, California. Situated at 934 Hermosa Avenue, our firm is dedicated to providing exceptional accounting and financial services to individuals and businesses in the community and beyond. At Ledger Accounting, we understand that managing finances can be complex and time-consuming. That's why our team of experienced professionals is here to offer personalized solutions tailored to meet your unique needs. Whether you're a small business owner seeking bookkeeping assistance, an entrepreneur in need of strategic financial planning, or an individual looking for tax preparation services, we are committed to helping you achieve your financial goals with precision and integrity.
U.S. Bank – Wealth Management Banker: Silvia Vanegas
Welcome to U.S. Bank – Wealth Management Banker: Silvia Vanegas, your trusted partner in financial growth and security, located conveniently at 1401 Pacific Coast Highway, Hermosa Beach, California. Specializing in personalized financial solutions, Silvia Vanegas is dedicated to helping you achieve your financial goals through expert wealth management services. Whether you're looking to invest in your future, plan for retirement, or manage existing assets, Silvia offers tailored strategies to fit your unique needs. With a commitment to excellence and a deep understanding of the financial landscape, Silvia provides comprehensive advice and solutions designed to maximize your wealth potential.
Chase ATM
Welcome to Chase ATM, conveniently located at 1223 Hermosa Avenue, Hermosa Beach, California 90254. As a key financial service provider in the area, our ATM offers you easy access to your Chase accounts for your everyday banking needs. At Chase, we are committed to supporting both personal and business financial goals. Our business banking services offer personalized guidance from a team of experts dedicated to improving cash flow, managing payroll, and providing tailored credit solutions. Additionally, we offer online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.
Kelley Insurance Services
Welcome to Kelley Insurance Services, your trusted partner in Hermosa Beach for all your insurance needs. Conveniently located at 1001 Hermosa Avenue, Hermosa Beach, California, we are dedicated to providing personalized and comprehensive insurance solutions to protect what matters most to you. Our experienced team of professionals is committed to understanding your unique requirements and offering tailored policies that provide peace of mind. Whether you're looking for auto, home, life, or business insurance, Kelley Insurance Services is here to guide you every step of the way. Discover the difference of working with a local agency that values your trust and prioritizes your needs. Contact us today to learn more about our services and how we can help secure your future.
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