Tax planning for investments in Torrance, CA
28 results found
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Bristol Bay Insurance & Income Tax Services
● ClosedBristol 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.
20725 S Western Ave # 132, Torrance, CA 90501, United States -
David Rae, Certified Financial Planner, Accredited Investment Fiduciary
● ClosedDavid 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.
19191 Vermont Ave #400, Torrance, CA 90502, United States -
Premier Tax Solutions, Inc.
● ClosedPremier Tax Solutions, Inc. is a leading institution located at 21250 Hawthorne Boulevard in Torrance, California. Specializing in accounting, finance, and legal services, they provide expert advice and solutions for individuals and businesses alike. With a team of experienced professionals, Premier Tax Solutions, Inc. offers a wide range of services including tax preparation, financial planning, and legal consultation. Whether you need help with tax filing, investment strategies, or legal matters, this institution is dedicated to providing top-notch service to meet your needs.
21250 Hawthorne Blvd STE 500, Torrance, CA 90503, United States -
SecureSpace Self Storage West Carson Torrance
● OpenWelcome 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.
722 West 220th Street, Torrance, California 90502, United States -
Delington Financial & Insurance Services
● ClosedDelington Financial & Insurance Services, located at 21515 Hawthorne Boulevard in Torrance, California, offers a unique blend of financial and insurance solutions. Our professional team specializes in financial risk management, providing tailored strategies to protect you, your loved ones, and your assets from potential financial losses. Life is unpredictable, which is why our consultants are dedicated to finding the right mix of financial and insurance products to meet your specific needs. From dental insurance and discount plans to accident and illness coverage, we offer a comprehensive range of options to safeguard your financial well-being.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
Infinite Insurance & Financial Services
● ClosedInfinite Insurance & Financial Services is an insurance agency located at 3605 Long Beach Boulevard in Long Beach, California. Our mission is to help retirees protect their hard-earned savings and secure a guaranteed lifetime income that cannot be outlived. We offer a simple and clear approach to financial planning, focusing on safety, simplicity, and a reasonable rate of return in retirement. Our team takes the time to educate clients on their options through complimentary educational seminars and online events. We provide a solid retirement foundation by offering effective financial vehicles that provide potential for growth and safety of principal in challenging times.
3605 Long Beach Blvd Suite 310, Long Beach, CA 90807, United States -
South Bay Financial Partners
● ClosedSouth Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
The Law Firm of Bezaire, Ledwitz & Associates, APC
● ClosedThe 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.
2780 Skypark Dr #295, Torrance, CA 90505, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors is a finance institution located at 21535 Hawthorne Boulevard, Torrance, California, United States. Our priority is helping you achieve your financial goals through an in-depth planning-based approach. As independent financial advisors, we offer objective investment recommendations with a fee-only approach. Our team of CFPs, tax and estate professionals, and portfolio managers work together to build your personalized financial plan. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. With regular portfolio reviews and updates, we keep you informed of your progress and adjust to any life changes. Our wealth management services cover a wide range of needs, and our local presence across the U.S. ensures convenience for our clients. EP Wealth has been recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles by the Los Angeles Business Journal. Experience our personalized touch and deep expertise to focus on what's important to you.
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence 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.
4469, 990 W 190th St #500, Torrance, CA 90502, United States -
Gamma Financial Services
● ClosedGamma Financial Services is a leading accounting and finance institution located at 21251A Hawthorne Boulevard in Torrance, California. With a team of experienced professionals, Gamma Financial Services offers a wide range of financial services including accounting, tax preparation, investment planning, and more. Whether you are an individual looking for personal financial advice or a business in need of comprehensive financial management, Gamma Financial Services is dedicated to providing top-notch services tailored to meet your specific needs. Trust Gamma Financial Services to help you navigate the complexities of the financial world and achieve your financial goals.
21251A Hawthorne Blvd, Torrance, CA 90503, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence 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.
468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate 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.
990 W 190th St # 220, Torrance, CA 90502, United States -
Douglas Borstel - Thrivent
● ClosedDouglas Borstel - Thrivent is a finance institution located at 3820 Del Amo Boulevard, Torrance, California, United States. They are licensed in multiple states including CA, CO, ID, OR, TX, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. They emphasize that they do not provide legal, accounting, or tax advice and encourage clients to consult their own professionals for such matters. For more information on their services and professionals, visit their website or FINRA's Broker Check.
3820 Del Amo Blvd Suite 224, Torrance, CA 90503, United States -
Ted Kawahara, CFP® - Morgan Stanley
● OpenTed 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.
21250 Hawthorne Blvd Ste 650, Torrance, CA 90503, United States -
Pliska Alan T
● OpenPliska Alan T is a reputable accounting and finance institution located at 2207 Torrance Boulevard in Torrance, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Their dedication to customer satisfaction and attention to detail sets them apart as a trusted partner in managing your financial needs. Contact Pliska Alan T today for expert advice and personalized financial solutions.
2207 Torrance Blvd, Torrance, CA 90501, United States -
Beckman Brian K
● OpenBeckman 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.
20108 Anza Ave, Torrance, CA 90503, United States -
Rhodus Group, LLC
● OpenRhodus 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.
3025 Artesia Blvd, Torrance, CA 90504, United States -
Roy Guia Accountancy, PC
● ClosedWelcome to Roy Guia Accountancy, PC, your trusted partner in accounting and finance, located in the heart of Torrance, California. Situated at 20100 South Western Avenue, our firm proudly serves individuals and businesses throughout the region with a commitment to excellence and personalized service. At Roy Guia Accountancy, PC, we understand that navigating the complexities of financial management can be daunting. Our team of experienced accountants is dedicated to simplifying this process by providing tailored solutions that meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to help you achieve your financial goals.
20100 South Western Avenue, Torrance, California 90501, United States -
Geoff Delahanty - Thrivent
● ClosedWelcome 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.
3820 Del Amo Boulevard, Torrance, California 90503, United States -
BMO
● ClosedWelcome to BMO, your trusted financial partner located at 23330 Hawthorne Boulevard, Torrance, California 90505. As a full-service branch, we offer a comprehensive range of banking services tailored to meet the needs of both personal and commercial customers. Whether you're looking for everyday banking solutions, investment opportunities, or lending products, our expert team is here to assist you every step of the way. At BMO, we prioritize your financial security and adhere to federal regulations, including the USA Patriot Act, to help combat terrorism financing and money laundering. When opening an account, you will be required to provide essential identification information, such as your name, address, and date of birth. This process ensures your safety and compliance with federal law.
23330 Hawthorne Boulevard, Torrance, California 90505, United States -
ATM
● OpenWelcome to your local ATM at 25905 Rolling Hills Road, Torrance, California 90505. As a part of the financial services offered by Bank of America, this ATM location provides convenient access to your banking needs. Whether you need to withdraw cash, check your account balance, or make a deposit, our ATM is ready to assist you. By using our services, you can stay flexible with Bank of America Advantage Banking and gain insights into better money management through our educational resources. We are committed to helping you achieve financial confidence, whether you're managing day-to-day expenses or substantial wealth with the support of Bank of America Private Bank.
25905 Rolling Hills Road, Torrance, California 90505, United States -
TransGlobal Holding Company 美國泛宇集團
● ClosedWelcome to TransGlobal Holding Company 美國泛宇集團, your trusted partner for comprehensive financial, insurance, and real estate services. Located at 2377 Crenshaw Boulevard, Torrance, California, we are proud to serve the diverse needs of our clients with over 30 years of experience in financial planning and management, particularly focusing on the Asian communities in the U.S. At TransGlobal, we offer a unique all-in-one service experience, ensuring our clients receive professional and complete solutions tailored to their needs. Our extensive range of services includes tax coaching and planning, tax filing, business incorporation, life insurance, annuity, financial management, mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance.
2377 Crenshaw Boulevard, Torrance, California 90501, United States -
ATM
● ClosedWelcome to the ATM located at 25435 Crenshaw Boulevard, Torrance, California 90505. As a premier financial service provider, our ATM offers convenient access to your banking needs. Whether you need to withdraw cash, check your account balance, or perform other essential transactions, our ATM is designed to provide a seamless experience. By providing your mobile number, you consent to receive text messages for updates and alerts. Please note that message and data rates may apply as per your carrier's policy. Our services are compatible with leading mobile platforms, including Apple and Android devices, ensuring that your banking experience is efficient and user-friendly.
25435 Crenshaw Boulevard, Torrance, California 90505, United States -
State Farm: Heather Chong
● ClosedWelcome 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.
3220 Sepulveda Boulevard, Torrance, California 90505, United States -
BMO
● ClosedWelcome 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.
19191 South Vermont Avenue, Torrance, California 90502, United States -
Amazing South Bay Homes @ COMPASS
● OpenWelcome 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.
21250 Hawthorne Boulevard, Torrance, California 90503, United States -
Homes With Sabrina
● OpenWelcome to Homes With Sabrina, your trusted real estate agency located at 23705 Crenshaw Boulevard, Torrance, California 90505. Specializing in the dynamic South Bay region, we are committed to helping you navigate the real estate market with ease and confidence. Whether you're a first-time homebuyer, looking to invest, or planning to downsize, Sabrina Castrillon and her team are here to guide you every step of the way. At Homes With Sabrina, we believe in empowering our clients with the knowledge they need to make informed decisions. Explore our comprehensive resources, including blog articles that address everyday real estate questions, infographics that simplify the buying and selling process, and downloadable guides tailored for both buyers and sellers. Use our mortgage calculator to estimate your monthly payments based on sales price, interest rate, and down payment options.
23705 Crenshaw Boulevard, Torrance, California 90505, United States
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