TOP 30 Wealth management experts in Whittier, California

19 results found

George Investment Management is a leading finance institution located at 15710 Youngwood Drive in Whittier, California, United States. Specializing in investment management services, our expert team is dedicated to helping clients achieve their financial goals through strategic planning, market analysis, and personalized investment strategies. With a commitment to excellence and a focus on long-term success, George Investment Management is a trusted partner for individuals and businesses seeking to grow and protect their wealth.

U.S. Bank's Wealth Management Banker, Kenia Bravo, located at 13525 Whittier Boulevard in Whittier, California, is a premier financial institution offering personalized wealth management services to clients. With a focus on helping individuals and families achieve their financial goals, Kenia Bravo provides expert advice and guidance on investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and a reputation for exceptional customer service, U.S. Bank is a trusted partner for those seeking to build and protect their wealth.

Zaragoza Elite Wealth Management - Ameriprise Financial Services, LLC is a prestigious finance institution located at 7355 Greenleaf Avenue in Whittier, California, United States. With a focus on providing top-tier financial services, they offer expert wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized financial planning and investment strategies tailored to each client's unique needs. Trust Zaragoza Elite Wealth Management to help you secure your financial future with confidence and peace of mind.

My Attorney LA is a law firm located at 13601 Whittier Boulevard in Whittier, California. Specializing in estate planning, the team at My Attorney LA believes in incorporating the Aloha Spirit into their relationships with clients. This ancient philosophy emphasizes respect, compassion, and goodwill, creating a harmonious partnership with clients as they navigate the complexities of wills, trusts, medical directives, and more. The firm aims to provide a relaxed, family-like environment where clients can feel supported through the emotional process of preparing their estate. With a focus on providing stability in times of loss and ensuring clients' wishes are carried out, My Attorney LA strives to give peace of mind to individuals and families. Through thoughtful estate planning, the firm helps clients achieve both emotional and financial well-being for themselves and their loved ones. Trust My Attorney LA to guide you through the process of protecting your legacy and providing for your future.

Drew Martin - State Farm Insurance Agent is a reputable insurance agency located at 11129 1st Avenue in Whittier, California. Led by Drew and his dedicated team, the agency is committed to providing exceptional customer service and establishing a strong local presence in the community. With over 38 years of combined experience, they offer a comprehensive selection of coverage options including Auto and Life Insurance. Drew, a second-generation State Farm Agent, brings a wealth of knowledge and experience to the industry. The team is ready to assist with all insurance needs and is known for their honesty and integrity. For a free quote on State Farm auto, life, and more, customers can call, text, or visit the Whittier office. Additionally, the agency provides valuable information on topics such as car financing, rural road safety, and employer-owned life insurance policies. Customers can rest assured that their personal information is protected and should consult a tax or legal advisor for advice on their individual circumstances. For any accessibility issues with the website, customers can call (562) 943-4343. State Farm VP Management Corp. is a separate entity from the banking and insurance entities. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company.

Jack Freimann, MD is a renowned institution located at 8135 Painter Avenue in Whittier, California, United States. Dr. Jack Freimann Jr. has been providing top-quality care to his patients for nearly two decades, with a strong focus on hospital leadership. As a triple-board-certified specialist in internal medicine, medical oncology, and hematology, Dr. Freimann brings a wealth of expertise to his practice. He has held leadership positions at Presbyterian Intercommunity Hospital and Whittier Hospital Medical Center, and has presented research at prestigious medical conferences. Dr. Freimann's areas of interest include breast cancer, colorectal cancer, lung cancer, prostate cancer, and lymphoma. Outside of his practice, Dr. Freimann enjoys spending time with his family in Whittier and cheering on the Los Angeles Angels of Anaheim. His love for the outdoors includes skiing, camping, and fishing in the High Sierras. Patients can trust in Dr. Freimann's dedication to their health and well-being.

Ultra Financial Services is a leading financial institution located at 6528 Greenleaf Avenue in Whittier, California. Specializing in finance, our experienced team provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, our experts are here to guide you every step of the way. Trust Ultra Financial Services to provide personalized solutions tailored to your specific needs. Visit us today to experience the difference our commitment to excellence can make in your financial future.

U.S. Bancorp Investments - Financial Advisors, led by Christy Isordia, is a trusted finance institution located at 13525 Whittier Boulevard in Whittier, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or building wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Lusan Money Matters is a trusted financial institution located at 13225 Philadelphia Street in Whittier, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you need help with budgeting, investing, or planning for the future, we are here to assist you every step of the way. Visit us today to learn more about how Lusan Money Matters can help you secure your financial future.

Equity Private Client is a reputable accounting and finance institution located at 13601 Whittier Boulevard in Whittier, California, United States. With a strong emphasis on personalized service and tailored financial solutions, Equity Private Client is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals provides expert advice and guidance on a wide range of financial matters, including tax planning, wealth management, and investment strategies. Whether you are an individual looking to grow your wealth or a business seeking comprehensive financial services, Equity Private Client is committed to delivering exceptional results and exceeding client expectations.

Avina Financial Group, Inc. is a reputable finance institution located at 13006 Philadelphia Street in Whittier, California, United States. Specializing in financial services, Avina Financial Group, Inc. offers a range of solutions to meet the diverse needs of its clients. With a team of experienced professionals, the institution is dedicated to providing expert advice and personalized financial strategies to help individuals and businesses achieve their financial goals. Trust Avina Financial Group, Inc. for all your financial needs.

Christian Masariego - Financial Advisor is a trusted institution located at 9075 Whittier Boulevard in Pico Rivera, California. As a dedicated financial advisor, Christian Masariego provides expert guidance and personalized financial solutions to help clients achieve their goals. With a focus on integrity and client satisfaction, Christian Masariego offers a range of financial services including retirement planning, investment strategies, and wealth management. Whether you are planning for the future or looking to optimize your current finances, Christian Masariego is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Accurate Taxes, LLC is a leading accounting, finance, and insurance agency located at 13601 Whittier Boulevard in Whittier, California, United States. With a team of experienced professionals, we provide accurate and reliable tax preparation, financial planning, and insurance services to individuals and businesses. Our commitment to excellence and personalized attention ensures that our clients receive the highest level of service and support. Trust Accurate Taxes, LLC for all your accounting, finance, and insurance needs.

Welcome to Chase ATM, conveniently located at 9270 Whittier Boulevard, Pico Rivera, California 90660. As a trusted financial services provider, we offer a wide range of banking solutions to meet your needs. Whether you're withdrawing cash, checking your account balance, or managing your finances, our ATM is here to serve you with ease and efficiency. At Chase, we provide comprehensive business banking services, offering expert guidance to help improve cash flow, credit solutions, and payroll management. Our suite of services includes online and mobile banking, business credit cards, and customized payment acceptance solutions tailored for businesses of all sizes.

Welcome to Chase Bank located at 11817 Whittier Boulevard, Whittier, California 90601. As a leading financial institution, we offer a wide range of services including ATM access, personal and business banking, and financial management solutions to meet your needs. At our Whittier branch, you can benefit from personalized guidance through our Business Banking services, designed to enhance your cash flow, provide tailored credit solutions, and assist with payroll management. Our expert team is dedicated to helping your business thrive with innovative solutions like online and mobile banking, business credit cards, and payment acceptance systems.

Welcome to Chase Bank, located at 13103 Philadelphia Street, Whittier, California 90601. As a leading institution in the banking and finance sector, we are dedicated to providing comprehensive financial services to both individuals and businesses. Our branch offers a range of services including ATMs, personal and business banking, and expert financial advice. At Chase, we understand the unique needs of businesses. With our Business Banking services, you will have access to a team of professionals who specialize in enhancing cash flow, offering tailored credit solutions, and efficient payroll management. We also provide online and mobile banking, business credit cards, and payment acceptance solutions designed to meet your business needs.

Welcome to the Bank of America Financial Center located at 13415 Telegraph Road, Whittier, California 90605. As a trusted name in banking and finance, we are dedicated to providing exceptional service to meet all your financial needs. Our Whittier branch offers a comprehensive range of services, including personal and business banking, mortgage solutions, investment advice, and wealth management. Whether you're looking to open a new account, apply for a loan, or seek expert financial guidance, our knowledgeable team is here to assist you every step of the way. Visit us today and experience the convenience and security that comes with banking at Bank of America. Your financial success is our priority.

Welcome to ATM Machine at Perfect Fuel USA, your premier destination for all things ATM-related in Whittier, California. Conveniently located at 14200 Telegraph Road, we specialize in providing top-notch ATM services and solutions to help you maximize your financial potential. Whether you're exploring the ATM business or seeking reliable ATM machines and processing solutions, we've got you covered. Discover the secrets of building a lifetime of passive income through ATM ownership and placement. Our expert guidance ensures you understand the ins and outs of this profitable venture, helping you make informed decisions to grow your financial portfolio.

Welcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.