Wealth management consultancy in Marina, California
10 results found
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Silicon Beach Wealth Management
● ClosedSilicon Beach Wealth Management is a finance institution located in Marina del Rey, California. We partner with ambitious individuals to create purpose-driven financial plans that focus on your goals, not just your assets. Our process combines traditional investing with local, sustainable alternatives to help you reach the next level. We offer personalized services for both personal and corporate planning, with tech-forward portfolios that are diverse and liquid. Our alternative investments prioritize local, female, and minority-owned businesses, with a focus on wellness. Our founder's personal journey in finance has shaped our values and approach to investing, ensuring that we cater to your unique needs and goals. Visit us at 4551 Glencoe Avenue, Suite 215, Marina del Rey, CA 90292 to start building your financial future today.
4551 Glencoe Ave UNIT 215, Marina Del Rey, CA 90292, United States -
Adelante Capital Management
● OpenAdelante Capital Management is a finance institution located at 1101 Marina Village Parkway in Alameda, California, United States. Specializing in investment management, Adelante Capital Management offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Adelante Capital Management is dedicated to providing innovative solutions and personalized strategies to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Adelante Capital Management is here to help you succeed.
1101 Marina Village Pkwy, Alameda, CA 94501, United States -
EMC Financial
● ClosedEMC Financial is a premier financial institution located at 475 Washington Boulevard in Marina del Rey, California. Specializing in finance, EMC Financial offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, EMC Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Visit EMC Financial today to learn more about how they can help you achieve financial success.
475 Washington Blvd Suite #7, Marina Del Rey, CA 90291, United States -
JA Lawson and Associates
● ClosedJA Lawson and Associates is a renowned finance institution located at 2000 Glen Cove Marina Road in Vallejo, California, United States. With a strong reputation for providing expert financial services, JA Lawson and Associates offers a wide range of financial solutions to meet the needs of their clients. From investment planning to wealth management, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, JA Lawson and Associates is a trusted partner for all your financial needs.
2000 Glen Cove Marina Rd #7146, Vallejo, CA 94591, United States -
Jeffrey Oster - Raymond James
● OpenJeffrey Oster - Raymond James is a reputable financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed financial decisions. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Jeffrey Oster - Raymond James is committed to helping you navigate the complex world of finance with confidence and peace of mind.
1050 Marina Village Pkwy Suite 103, Alameda, CA 94501, United States -
First Pacific Financial Services
● OpenFirst Pacific Financial Services is a reputable finance institution located at 3152 Ocean Terrace in Marina, California, United States. With a commitment to providing top-notch financial services to its clients, First Pacific offers a wide range of financial solutions including investment management, retirement planning, insurance services, and more. The institution prides itself on its knowledgeable and experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, First Pacific Financial Services is the trusted partner you can rely on.
3152 Ocean Terrace, Marina, CA 93933, United States -
Ian Rassman
● OpenIan Rassman is a prestigious finance institution located at 4333 Marina City Drive in Marina del Rey, California, United States. With a reputation for excellence in the financial industry, Ian Rassman offers a wide range of services to clients, including investment management, financial planning, and wealth management. The institution is known for its experienced team of professionals who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ian Rassman is the institution to trust.
4333 Marina City Dr, Marina Del Rey, CA 90292, United States -
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ is a leading financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Guy Ben Ari, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ for all your financial planning and investment needs.
1050 Marina Village Pkwy Suite 100, Alameda, CA 94501, United States -
Akers Capital LLC
● OpenAkers Capital LLC is a finance institution located at 8436 Marina Vista Lane in Fair Oaks, California, United States. As a leading financial services provider, Akers Capital LLC offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Akers Capital LLC is dedicated to providing personalized solutions and expert advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Akers Capital LLC is here to help you every step of the way.
8436 Marina Vista Ln, Fair Oaks, CA 95628, United States -
Kara Marotta | Real Estate Agent
● OpenWelcome to Kara Marotta | Real Estate Agent, your premier destination for exceptional real estate services in the heart of Los Angeles. Nestled at 1524 Abbot Kinney Boulevard, Los Angeles, California, Kara Marotta is your dedicated partner in navigating the dynamic LA real estate market. As a Southern California native from Thousand Oaks, Kara brings a wealth of local knowledge and a deep appreciation for the diverse neighborhoods and architectural richness of Los Angeles. Having lived in Marina Del Rey, attended college downtown, and now residing in View Park-Inglewood, Kara's firsthand experience of LA's unique areas is unparalleled.
1524 Abbot Kinney Boulevard, Los Angeles, California 90291, United States
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