TOP 10 Tax planning for future in Torrance, California

Bristol Bay Insurance & Income Tax Services is a trusted institution located at 20725 South Western Avenue in Torrance, California, United States. Specializing in accounting, finance, and insurance services, we are dedicated to helping you secure a future with healthy wealth management and protection for your loved ones. Our experienced team offers a variety of services to protect your greatest assets, including affordable auto insurance, income tax assistance, commercial insurance, homeowners and renters insurance, commercial auto insurance, and more. With over 30 years of experience, we ensure that you receive the biggest and fastest returns allowed by the I.R.S. Our goal is to provide you with the best insurance policies and investment options to safeguard those who depend on you. Additionally, we offer notary services, assistance with automobile registrations and transfers, DACA renewals, and ITIN applications and renewals.

Lee Tax Man is a reputable accounting and finance institution located at 1215 Crenshaw Boulevard in Torrance, California. With a team of experienced professionals, they provide expert tax preparation, financial planning, and accounting services to individuals and businesses in the area. Whether you need help with filing your taxes, managing your finances, or planning for the future, Lee Tax Man is dedicated to providing personalized and reliable solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.

Welcome to SecureSpace Self Storage West Carson Torrance, your trusted partner for all your moving and storage needs. Conveniently located at 722 West 220th Street, Torrance, California, our facility offers a variety of storage solutions tailored to meet your specific needs, whether you're downsizing, relocating, or simply seeking extra space for your belongings. Our facility boasts a range of storage unit sizes, starting from our compact 5x5 units, ideal for storing seasonal items or small furniture, to our spacious 10x15 units, perfect for housing the contents of a larger residence. Whether you're storing a few boxes or an entire household, our friendly and knowledgeable staff are here to help you select the perfect unit and provide expert advice on packing and storage.

Patinelli & Chang, LLP is a boutique Estate Planning law firm located in Torrance, California. Specializing in Estate Planning, Living Trust, Probate, and Trust Administration, the firm is dedicated to helping clients throughout Torrance, Manhattan Beach, West Hollywood, and surrounding areas protect their loved ones and assets. With a focus on proper planning and design, attorneys Michael J. Patinelli and John W. Chang have assisted numerous clients in avoiding Probate courts, Conservatorship hearings, and Estate Taxes. As individuals with families of their own, Patinelli & Chang, LLP understands the importance of comprehensive estate planning in safeguarding assets for future generations. Clients can expect personalized service and a friendly approach to discussing their unique family dynamics and financial goals. Whether single, married, widowed, or divorced, everyone can benefit from proactive estate planning to ensure their assets are protected and preserved.

The Law Firm of Bezaire, Ledwitz & Associates, APC is a reputable institution located at 2780 Skypark Drive in Torrance, California, United States. Specializing in estate planning and probate, their team of experienced lawyers, led by Samuel B. Ledwitz, J.D., LL.M., provides expert guidance in establishing Trusts, Wills, Durable Power of Attorney, and other related documents. They also offer advanced estate planning services for families with substantial estates to minimize Estate Tax liabilities. Their comprehensive approach to estate planning includes considerations for digital assets, such as social media accounts, email accounts, and online banking and investment accounts. The firm also addresses the question of whether a single person can create a Revocable Living Trust, emphasizing the importance of doing so for individuals in such circumstances.

Morgan Stanley Financial Advisors is a leading finance institution located at 21250 Hawthorne Boulevard in Torrance, California, United States. Our team of experienced financial advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our advisors are here to help you every step of the way. Trust Morgan Stanley Financial Advisors to provide you with the knowledge and expertise needed to secure your financial future.

Pence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.

David Rae, Certified Financial Planner and Accredited Investment Fiduciary, is located at 19191 Vermont Avenue in Torrance, California. Specializing in finance, David Rae aims to guide individuals towards a happier, healthier, and wealthier retirement. As a Los Angeles Financial Planner, David Rae offers personalized financial advice to help clients make smarter decisions and stay on track for their financial goals. With over 20 years of experience, David Rae is dedicated to simplifying the financial planning process and ensuring his clients are well-positioned for prosperity. As a proud recipient of the Investopedia Top 100 Financial Advisors in America award for six consecutive years, David Rae has also been featured in various media outlets, including The Today Show and Forbes. Whether it's retirement planning, tax planning, or investment strategies, David Rae is committed to helping clients live a better life now and in the future. With a focus on financial freedom and tax planning, David Rae offers expert advice and guidance to clients throughout California and beyond. Advisory services are provided by DRM Wealth Management LLC, a registered investment advisor.

Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.

Private Wealth Management at U.S. Bank, located at 990 West 190th Street in Torrance, California, is dedicated to helping individuals and families achieve their financial goals. The South Bay team offers expertise in working with a diverse range of clients, including business owners, corporate executives, and modern families. They are committed to helping clients plan for their future and leave a lasting legacy. The team is actively involved in giving back to the community through various organizations. Services offered include investment and insurance products, as well as advice on tax and legal matters. U.S. Bank is dedicated to providing personalized financial solutions to help clients manage and grow their wealth.

Ted Kawahara, CFP® - Morgan Stanley is a financial institution located at 21250 Hawthorne Boulevard in Torrance, California. As a Certified Financial Planner, Ted Kawahara and his team at Morgan Stanley provide comprehensive financial planning and investment services to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, they strive to help clients navigate the complexities of the financial markets and make informed decisions about their financial future. Whether you are planning for retirement, saving for education, or managing your wealth, Ted Kawahara, CFP® - Morgan Stanley is committed to helping you achieve financial success.

Beckman Brian K is a reputable finance institution located at 20108 Anza Avenue in Torrance, California, United States. With a strong emphasis on providing personalized financial solutions for individuals and businesses, Beckman Brian K is committed to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Beckman Brian K is dedicated to providing top-notch service and expertise. Visit them today to see how they can help you secure your financial future.

Rhodus Group, LLC is a reputable institution located in Torrance, California, United States. We specialize in providing top-notch financial services and investment solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, Rhodus Group, LLC has the expertise to guide you through every step of the process. Visit us at 3025 Artesia Boulevard to learn more about how we can help you secure a prosperous financial future.

Welcome to your local Subway® Restaurant in Torrance, California, where flavor meets convenience! Situated at 20208 Anza Avenue, our Subway® offers a delightful array of fresh and flavorful options to satisfy your cravings. Whether you're in the mood for our famous Footlongs, a 6” sandwich, a wrap, or a salad, we've got something for everyone. Customize your meal with our fresh veggies and protein choices to Make it What You Want®. Planning an event or gathering? Take advantage of Subway® Catering and enjoy your favorite subs, drinks, chips, and cookies all in one epic bundle. Simply place your order online, and we'll handle the rest. For those with dietary preferences, select stores offer a six-inch gluten-free bread option, baked off-site to ensure quality and safety.

Welcome to your local Subway® Restaurant at 5035 Torrance Boulevard, Torrance, California 90503! We are your go-to destination for delicious, customizable meals that satisfy your cravings. Whether you're looking for a quick meal takeaway, a relaxing dine-in experience, or catering for your next event, we've got you covered. At Subway®, we pride ourselves on offering fresh, flavorful options for everyone. Choose from our famous Footlongs, 6-inch sandwiches, wraps, and salads, all made with a variety of fresh veggies and protein choices. Our menu allows you to Make it What You Want®, so you can enjoy your meal just the way you like it. For those with dietary preferences, some of our locations offer a six-inch gluten-free bread option, baked off-site to ensure quality and safety—ask your Sandwich Artist® for availability.

Welcome to Thomas Karen CPA, your trusted partner in accounting and finance solutions located in the heart of Redondo Beach, California. Situated at 700 Torrance Boulevard, our firm is dedicated to providing personalized and comprehensive financial services to individuals and businesses in the local community and beyond. At Thomas Karen CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our team of experienced professionals is committed to delivering tailored solutions that meet your unique needs. Whether you require assistance with tax planning, bookkeeping, financial consulting, or business advisory services, we are here to help you achieve your financial goals with confidence and clarity.

Welcome to Stiritz Jr Harry CPA, your trusted partner in accounting and finance located in the heart of Torrance, California. Conveniently situated at 24430 Hawthorne Boulevard, we specialize in providing personalized financial services to individuals and businesses in the local community and beyond. At Stiritz Jr Harry CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our team of experienced professionals is dedicated to delivering tailored solutions that meet your unique needs. Whether you're looking for tax preparation, bookkeeping, financial planning, or business consulting services, we are here to help you achieve your financial goals with precision and care.

Welcome to KCDale & Associates LLC, your trusted partner in accounting and finance solutions. Conveniently located at 2390 Crenshaw Boulevard, Torrance, California, our firm is dedicated to providing exceptional financial services to individuals and businesses in the local community and beyond. At KCDale & Associates LLC, we understand that managing finances can be complex and time-consuming. Our team of experienced professionals is committed to simplifying the process for you, offering personalized services tailored to meet your unique needs. Whether you're seeking assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to support you every step of the way.

Welcome to Jonas Sean CPA, your trusted partner for comprehensive accounting and financial services in Torrance, California. Conveniently located at 400 Crenshaw Boulevard, our firm is dedicated to helping individuals and businesses achieve their financial goals with precision and integrity. At Jonas Sean CPA, we pride ourselves on delivering personalized service tailored to meet the unique needs of each client. Our team of experienced professionals is committed to providing expert guidance in areas such as tax preparation, bookkeeping, financial planning, and business consulting. Whether you’re a small business owner seeking strategic advice or an individual in need of tax solutions, we have the expertise to support your financial journey.

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.

Welcome to "Geoff Delahanty - Thrivent," your trusted partner in financial planning and investment advisory services. Conveniently located at 3820 Del Amo Boulevard, Torrance, California 90503, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our services extend across multiple states, including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI, ensuring that our expertise is accessible to a wide range of clients. At Geoff Delahanty - Thrivent, we utilize Thrivent's Financial Planning Framework to conduct thorough reviews and analyses of your financial situation. Our goal is to empower you with the knowledge and tools necessary to make informed decisions about your financial future. For those seeking a more in-depth planning experience, our Dedicated Planning Services offer personalized, written recommendations for a fee.

Welcome to State Farm: Heather Chong, your trusted insurance agency located at 3220 Sepulveda Boulevard, Torrance, California 90505. At Heather Chong's agency, we understand that everyone loves saving money while ensuring that the things that matter most to you are protected. That's why we offer customizable coverage plans designed to safeguard your family, assets, and financial well-being. Whether you're looking for auto insurance that fits your lifestyle, homeowners insurance to protect your largest investment, or renters insurance to cover your personal belongings, Heather Chong is here to help. We offer a variety of insurance products, including auto, home, renters, life, health, and even pet insurance. Our goal is to provide you with a personalized insurance solution that meets your unique needs and budget.

Welcome to BMO, your trusted full-service financial partner located at 19191 South Vermont Avenue, Torrance, California 90502. At BMO, we offer a comprehensive range of banking services tailored to meet the needs of both personal and commercial customers. Our services include everyday banking, investment opportunities, and a variety of lending products designed to help you achieve your financial goals. As a member of the FDIC, BMO Bank N.A. is committed to providing secure and reliable banking solutions. Our experienced team is dedicated to assisting you with all your financial needs, ensuring that you receive the highest level of service and support.

Welcome to Amazing South Bay Homes @ COMPASS, your premier real estate agency located at 21250 Hawthorne Boulevard, Torrance, California. Specializing in the vibrant and diverse Greater South Bay Area, we are dedicated to helping you find your dream home or sell your property for maximum returns. Our experienced team, led by Sam and Bindu, is renowned for their exceptional customer service, expert market knowledge, and strategic negotiation skills. With Instant MLS Access and New Listing Alerts, you'll never miss an opportunity to discover your ideal home. Whether buying or selling, Sam and Bindu's hands-on approach ensures a seamless and stress-free experience. Their commitment to excellence has helped clients achieve their desired outcomes, often exceeding expectations by closing deals swiftly and efficiently.