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TOP 30 Trusted tax advisors in Los Angeles, CA
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GABRIEL'S INCOME TAX AND NOTARY
Gabriel's Income Tax and Notary is a trusted institution located in Los Angeles, California, offering a wide range of accounting, finance, and insurance services. With a convenient location at 2614 San Pedro Street, clients can rely on Gabriel's expertise in handling their income tax filings, notary services, and insurance needs. The professional team at Gabriel's is dedicated to providing personalized and efficient service to help individuals and businesses navigate their financial responsibilities with ease. Whether you need assistance with tax preparation, notarization, or insurance coverage, Gabriel's Income Tax and Notary is here to help. Contact them today to schedule an appointment and experience their top-notch services firsthand.
Equitable Advisors, LLC
Equitable Advisors, LLC is a finance and insurance agency located at 5700 Wilshire Boulevard in Los Angeles, California. As a trusted institution, Equitable Advisors, LLC provides expert financial planning and insurance services to help clients achieve their financial goals and protect their assets. With a team of experienced advisors, they offer personalized solutions tailored to each individual's unique needs. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Equitable Advisors, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
ProActive Advisors, Inc.
ProActive Advisors, Inc. is a reputable accounting and finance institution located at 11601 Wilshire Boulevard in Los Angeles, California. With a team of experienced professionals, ProActive Advisors, Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment management, or financial consulting, ProActive Advisors, Inc. is dedicated to providing personalized and proactive solutions to meet your needs. Trust in ProActive Advisors, Inc. for expert financial advice and guidance.
Bank of America Private Client Advisor Dega A Nalayeh
Bank of America Private Client Advisor Dega A Nalayeh, located at 2049 Century Park East in Los Angeles, California, is a finance institution dedicated to providing personalized wealth management services. Their team of experienced professionals is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating customized strategies to meet their financial goals and best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, their priority is making their client's goals a reality. The institution values innovation and constantly adapts to evolving markets and financial landscapes to provide disciplined financial strategies. It's important to note that they do not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. Additionally, they offer online behavioral advertising to provide information about products and services that may be of interest to clients.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 6310 South San Vicente Boulevard in Los Angeles, California, is a finance institution that offers a unique approach to wealth management in Beverly Hills. The firm is dedicated to helping clients transition from being wealth builders to wealth enjoyers by providing comprehensive financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. The team of talented wealth advisors at Mercer Advisors in the Beverly Hills area are experienced professionals who are committed to helping clients connect all the dots of their financial lives. From managing investment portfolios to preparing for major taxable events, the advisors at Mercer Advisors work together to ensure that clients are well looked after in all aspects of their wealth.
Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis
Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.
Merrill Lynch Financial Advisor Stanton Roseman
Merrill Lynch Financial Advisor Stanton Roseman is a trusted institution located at 333 South Hope Street in Los Angeles, California, United States. Specializing in finance, Stanton Roseman offers insights, observations, and personalized financial strategies to help clients achieve their short- and long-term goals. With a focus on retirement planning, estate preservation, and market volatility, Stanton Roseman works closely with clients to develop customized plans tailored to their individual needs. As a CERTIFIED FINANCIAL PLANNER™ professional with years of experience in the industry, Stanton Roseman is dedicated to building strong client relationships based on trust and personalized service. Backed by the global resources of Merrill Lynch, Stanton Roseman and his team provide clients with the tools and guidance needed to navigate the complexities of the financial world. Whether you are planning for retirement, funding a child's education, or preparing for the future, Stanton Roseman is committed to helping you achieve your goals. Contact Stanton Roseman today to start building a personalized financial plan that aligns with your aspirations and priorities.
Lenox Advisors
Lenox Advisors is a leading financial institution located at 444 Flower Street in Los Angeles, California. As a trusted provider of financial services, Lenox Advisors offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lenox Advisors is committed to delivering exceptional service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, managing investments, or seeking insurance solutions, Lenox Advisors is dedicated to helping you secure a prosperous future.
Merrill Lynch Financial Advisor Keith T Tanabe
Merrill Lynch Financial Advisor Keith T Tanabe is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Our group caters to a national clientele with sophisticated wealth management needs and investment requirements. With decades of experience, we focus on clear personalized strategies that prioritize the best interest of our clients above all else. Our team, Tanabe, McMahon, Tanimoto, Farmer & Holcher Group, is supported by talented specialists who are committed to guiding investment programs and strategic decision making for institutions and high net worth individuals and families. We work closely with clients to craft customized strategies to help them pursue their financial goals. As a Bank of America Global Institutional Consultant and Retirement Benefits Consultant, our team is among a select group of highly qualified professionals who provide in-depth knowledge and customized service to navigate today's financial landscape. Recognized by Barron's, Financial Times, and Forbes for our excellence in wealth management, we are dedicated to building strong client relationships based on trust and personalized service. Please note that Keith does not provide tax advice in his current role with Merrill.
Merrill Lynch Financial Advisor Amy Shin
Merrill Lynch Financial Advisor Amy Shin is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, District of Columbia, and US territories, the institution helps clients achieve their desired financial goals. The institution emphasizes the importance of understanding the risks involved in investing and offers a broad range of brokerage, investment advisory, and other financial services. Merrill Lynch does not provide legal, tax, or accounting advice, and clients are encouraged to consult with their own advisors before making any financial decisions. The institution is affiliated with Bank of America Corporation and provides insurance, annuity products, trust, and fiduciary services. The institution also offers a variety of certifications and services to enhance the client's financial knowledge and experience. Additionally, Merrill Lynch strives to provide clients with information on products and services that may be of interest to them. Please note that Bank of America Merrill Lynch is the global banking and global markets business of Bank of America Corporation, and clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.
Merrill Lynch Financial Advisor Randall R Rhodes
Merrill Lynch Financial Advisor Randall R Rhodes is a finance institution located at 333 South Hope Street in Los Angeles, California, United States. The institution focuses on managing your wealth by creating personalized strategies based on your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, the institution aims to help you pursue your goals through personalized wealth management strategies. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as Merrill Personal Wealth Analysis™ to help you build and document a personalized financial plan centered on your goals. The advisors at Merrill Lynch Wealth Management focus on understanding what matters most to you and your family, helping you create a financial approach that reflects your personality and priorities. By staying informed about changes in your life and revisiting your financial approach, the institution aims to help you stay on track to achieve your financial goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Randall R Rhodes is committed to helping you live your best financial life.
Local Tax
Local Tax is a trusted institution located at 9429 Somerset Boulevard in Bellflower, California, specializing in accounting and finance services. Our experienced tax preparers offer a range of services including income tax, business taxes, and bookkeeping. Conveniently track the status of your refunds from the IRS and CA returns with the help of our knowledgeable staff. We ensure that you receive all the deductions and credits you deserve, maximizing your refund. Whether you prefer a drop-off service or a one-on-one consultation with a tax professional, we are here to assist you every step of the way. Stay informed with the latest tax news and tips, and take advantage of discounts available to our clients. Trust Local Tax for fast, accurate, and professional tax preparation services for individuals and small businesses in the Los Angeles area. Contact us today for all your tax needs.
EP Wealth Advisors
EP Wealth Advisors, located at 3655 Nobel Drive in San Diego, California, is a trusted finance and insurance agency dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs and objectives. With a fee-only approach, EP Wealth provides objective investment recommendations to ensure the best outcomes for clients. At EP Wealth Advisors, clients can expect a personalized touch and deep expertise to help them focus on what truly matters. The team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a customized financial plan tailored to each client's situation and goals. From managing investment portfolios to implementing estate, tax, and giving plans, EP Wealth Advisors offers a comprehensive array of wealth management services.
U.S. Bancorp Investments - Financial Advisors: Simi Valley
U.S. Bancorp Investments - Financial Advisors in Simi Valley, California, is a trusted institution offering expert financial advice and services to help individuals and businesses achieve their financial goals. Located at 1445 East Los Angeles Avenue, their team of experienced advisors is dedicated to providing personalized guidance and solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, U.S. Bancorp Investments is committed to helping you navigate the complexities of the financial world with confidence and clarity. Contact them today to schedule a consultation and take the first step towards a secure financial future.
EP Wealth Advisors
EP Wealth Advisors, located at 5743 Corsa Avenue in Westlake Village, California, is a finance institution dedicated to helping you achieve your financial goals. As an independent financial advisor, we take a planning-based approach to address your unique needs and goals. Our fee-only approach ensures objectivity in our investment recommendations. With personalized service and deep expertise, we allow you to focus on what truly matters. At EP Wealth, we offer a wide range of wealth management services to cater to all aspects of your financial life. Our team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create a personalized financial plan tailored to you. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. Regular portfolio reviews and updates keep you informed of your progress and any life changes.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management is a finance institution located in Los Angeles, California, dedicated to helping successful individuals transition from wealth-building to wealth-enjoying. With a team of talented wealth advisors, Mercer Advisors offers comprehensive financial planning services, including investment strategy, tax and estate planning, trust services, insurance coverage, and more. The advisors at Mercer Advisors are experts in their field, with certifications such as CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst®. They work closely with clients to understand their financial goals and provide tailored solutions to help them achieve long-term success. Whether you're looking to protect and grow your wealth or plan for retirement, Mercer Advisors is here to help you connect all the dots of your financial life.
PREMIER FINANCIAL TAX & Accounting Services
Premier Financial Tax & Accounting Services is a professional institution located at 17547 Ventura Boulevard in Los Angeles, California. Specializing in accounting, finance, and legal services, our firm is dedicated to providing personalized and professional tax solutions to local residents in Los Angeles, Encino, Sherman Oaks, Tarzana, Van Nuys, and clients nationwide. With a focus on listening to our clients, understanding their needs, and customizing our services, we strive to empower individuals, families, and businesses with tailored financial solutions that promote growth, stability, and prosperity. Our team has a high client retention rate and takes pride in delivering high-quality services that are unique in the industry.
Signature Investment Advisors
Signature Investment Advisors is a leading finance institution located at 2121 Avenue of the Stars in Los Angeles, California. With a team of experienced professionals, we provide personalized investment advice and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our advisors are dedicated to providing expert guidance and tailored solutions to meet your needs. Trust Signature Investment Advisors to help you navigate the complex world of finance and make informed decisions for a secure financial future.
Tax Advisory & Financial
Tax Advisory & Financial is a leading accounting and finance institution located at 1321 East Pacific Coast Highway in Los Angeles, California, United States. Our team of experienced professionals provides expert tax advisory services and financial solutions to individuals and businesses. Whether you need help with tax planning, financial analysis, or investment strategies, our dedicated team is here to assist you every step of the way. Trust Tax Advisory & Financial to help you navigate the complexities of the financial world and achieve your financial goals.
Bank of America Private Client Advisor Simone S Branigan
Bank of America Private Client Advisor Simone S. Branigan, based in Los Angeles, California, is a Senior Vice President at Bank of America Private Bank. Simone and her team of specialists work closely with clients to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. With over 25 years of experience in client relationship management, credit and investment strategy, Simone provides strategic advisory leadership for high-net-worth individuals, corporate executives, privately held companies, and non-profit organizations. She holds a Master of Business Administration degree in Finance from the University of Southern California and has extensive experience in real estate finance, private equity, and more. Simone is also actively involved in philanthropic and non-profit organizations in the Los Angeles area. Bank of America Private Bank has a history of helping clients manage significant wealth and achieve their financial objectives, with a commitment to innovation and providing disciplined financial strategies. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice.
Bank of America Private Client Advisor Steven Raymond Dias
Bank of America Private Client Advisor Steven Raymond Dias is a finance institution located at 2049 Century Park East, Los Angeles, California, United States. Steven Dias, a Managing Director and Private Client Advisor, specializes in building relationships with high-net-worth individuals, business owners, family offices, and private foundations. With a background in business banking, Steven and his team provide professional oversight on various financial aspects such as cash flow management, tax minimization, banking solutions, business succession, legacy planning, and philanthropic strategies. They offer specialized lending solutions for real estate, airplanes, yachts, securities, fine art, and collectibles. The team at Bank of America Private Bank is dedicated to creating personalized wealth management plans based on trust, personal experience, and the unique needs of each client. They aim to help individuals, families, businesses, and institutions achieve their financial objectives by providing disciplined financial strategies and innovative solutions. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions.
Bank of America Private Client Advisor John J Hahn
Bank of America Private Client Advisor John J Hahn is located at 333 South Hope Street in Los Angeles, California. John Hahn, a Senior Vice President, is dedicated to building and enhancing relationships with high-net-worth individuals, families, and business owners. He takes a personalized approach to understand their goals and aspirations before formulating specific wealth management strategies. With a team of specialists, he offers integrated services in investment management, trust and estate planning, banking, lending, and philanthropy. John's experience as an entrepreneur allows him to assist business owners in navigating important decisions for their enterprises. He joined Bank of America in 2000 and has held various roles within the institution. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to meet financial objectives. They prioritize the goals of individuals, families, businesses, and institutions, offering disciplined financial strategies and a focus on innovation. Please note that by visiting their website, you may be directed to FINRA’S BrokerCheck. Bank of America does not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making financial decisions.
Bank of America Private Client Advisor Jennifer N Lee
Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
Merrill Lynch Financial Advisor Patrick Cody
Merrill Lynch Financial Advisor Patrick Cody, located at 2049 Century Park East in Los Angeles, California, has been assisting families for over 50 years in achieving their financial goals through personalized strategies and proactive service. Specializing in wealth planning for successful individuals, families, and charitable foundations, The Cody Group manages $1.86 billion in client assets with a focus on tax-efficient investing, wealth transfer planning, and concentrated equity strategies. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Recognized by Barron's, Financial Times, and Forbes for their expertise, Merrill Lynch Financial Advisor Patrick Cody provides personalized financial planning tailored to each client's unique needs and goals. With a commitment to understanding clients on a personal level, the team offers a comprehensive approach to help clients navigate the ever-changing financial landscape and achieve their financial objectives.
Bank of America Private Client Advisor Jing Jin
Bank of America Private Client Advisor Jing Jin is located at 500 Newport Center Drive in Newport Beach, California. Jing Jin, a Senior Vice President, offers personalized financial strategies to ultra-high-net-worth individuals, families, and institutions to help them preserve, grow, and transfer their wealth effectively. With warmth, empathy, and insight, Jing ensures that each client's objectives are met through ongoing care and diligence. Jing brings creativity and resolve to tackle challenges and is dedicated to addressing client needs. Drawing from her experience advising highly accomplished clientele, Jing leads a team of specialists who work together to identify efficiencies in investments, trust and estate planning, business and succession planning, lending, and philanthropy. She values client privacy and trust, providing an intimate yet expansive client experience. Jing joined the Private Bank in 2018 and has a background in financial services since 2010. She holds a bachelor's degree in finance from the University of Macau and an MSc in financial economics from BI Norwegian School of Management.
Merrill Lynch Financial Advisor Stephen F. Sheffield Jr.
Merrill Lynch Financial Advisor Stephen F. Sheffield Jr. is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With a background in Bank of America and a wealth of experience in wealth management, Stephen F. Sheffield Jr. and his team at The Sheffield Group offer personalized financial planning services tailored to your goals and priorities. As a CERTIFIED FINANCIAL PLANNER™ certificant, Stephen is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With a focus on building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help you create a customized plan to achieve your financial objectives. By getting to know you and your family, Stephen and his team can provide advice and guidance to help you make informed investment decisions and trade-offs. With access to the global resources of Merrill and banking solutions from Bank of America, you can count on a comprehensive financial approach designed to address your individual needs. Let Stephen F. Sheffield Jr. and his team at Merrill Lynch Wealth Management help you navigate the complexities of your financial life and work towards your goals.
Stephen Wright - Morgan Stanley Financial Advisor
Stephen Wright - Morgan Stanley Financial Advisor is a reputable finance institution located at 21650 West Oxnard Street in Los Angeles, California. As a trusted financial advisor at Morgan Stanley, Stephen Wright provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Stephen Wright is dedicated to helping individuals and families navigate the complexities of investing, retirement planning, and wealth management. Contact Stephen Wright - Morgan Stanley Financial Advisor for professional financial advice tailored to your unique needs and objectives.
Merrill Lynch Financial Advisor Daniel C Schwarber
Merrill Lynch Financial Advisor Daniel C Schwarber is a reputable finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The institution is known for its exceptional client service and has received recognition from various financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team, led by Registered Senior Wealth Management Client Associate, focuses on understanding clients' goals and priorities to provide tailored financial solutions. The institution offers comprehensive financial planning services, investment insights, and banking solutions from Bank of America to help clients manage, grow, and preserve their wealth. The team believes in a client-centered approach, where every relationship begins with a conversation to identify and prioritize the goals that matter most to the client. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis, the team can create a personalized financial plan centered on the client's goals. The team is committed to helping clients stay on track to achieve their financial objectives, regardless of market fluctuations or changes in their life. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Daniel C Schwarber aims to help clients live their best financial life and achieve their goals.
Merrill Lynch Financial Advisor Ryan Cagle
Merrill Lynch Financial Advisor Ryan Cagle, located at 21215 Burbank Boulevard in Los Angeles, California, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. While Ryan does not provide tax advice in his current role, the team at Merrill Lynch Wealth Management focuses on understanding your family, goals, and priorities to create a personalized financial plan. They believe in helping clients pursue their financial goals while managing investment risk, with a focus on turning aspirations into reality. By utilizing research in behavioral finance and the Investment Personality Assessment, they aim to customize financial approaches to align with individual preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The team at Merrill Lynch Wealth Management is committed to helping clients achieve their goals through personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Financial Advisor Brian P Cody
Merrill Lynch Financial Advisor Brian P Cody, located at 2049 Century Park East in Los Angeles, California, has been providing personalized financial strategies and proactive service to families for over 50 years. The Cody Group specializes in helping clients build, manage, and preserve their wealth, with a focus on wealth planning for successful individuals, families, and charitable foundations. With over $1.86 billion in client assets under management, the team offers customized strategies such as tax-efficient investing and wealth transfer planning. The advisors at Merrill Lynch believe in understanding each client's unique goals and priorities to create a personalized financial plan rooted in the complexities of their life. Recognized by Barron's, Financial Times, and Forbes for their excellence in financial advising, the team is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, buying a home, or funding a child's education, Merrill Lynch Financial Advisor Brian P Cody can help you achieve your financial goals.
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