TOP 30 Best Wealth succession in Los Angeles, California

Wealth Management Partners of Los Angeles, Inc. is a prestigious finance institution located at 15760 Ventura Boulevard in Los Angeles, California, United States. With a team of expert financial advisors, they specialize in providing personalized wealth management services to help individuals and families achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wealth Management Partners of Los Angeles, Inc. is dedicated to providing top-notch financial advice and guidance tailored to your unique needs. Trust in their expertise to secure your financial future.

Velin & Associates Los Angeles CPA Firm, located in West Hollywood, California, is a reputable institution specializing in accounting and finance services. They offer a wide range of financial services including bookkeeping, accounting, tax preparation, and financial planning for both individuals and businesses. Their team of experienced professionals at Velin & Associates, Inc. prioritizes the success of their clients above all else. They are dedicated, accessible, and committed to providing top-notch services to ensure their clients achieve their financial goals.

Welcome to Los Angeles Plastic Surgery, where excellence in aesthetic transformation meets compassionate care. Located at 436 N Bedford Dr Suite 215 in the heart of Beverly Hills, CA, our practice is led by the esteemed Dr. John M. Anastasatos, M.D., FACS, a board-certified plastic surgeon with decades of experience in delivering outstanding surgical results. Dr. Anastasatos is renowned for his skill, artistry, and commitment to achieving natural-looking results. His approach often involves endoscopic procedures and local anesthesia, which reduce risks and promote quicker recovery times for patients. As a fellow of the American College of Surgeons and a former Assistant Professor of Plastic Surgery at The University of Alabama at Birmingham, Dr. Anastasatos brings a wealth of knowledge and expertise to his practice.

Welcome to SchoolsFirst Federal Credit Union, located in the vibrant community of Ladera Heights, Los Angeles. Situated at 5359 West Centinela Avenue, our branch is dedicated to providing exceptional financial services to educators and their families. As a member-focused credit union, we offer a comprehensive range of financial products, including savings and checking accounts, loans, and investment services, all designed with your unique needs in mind. Our friendly and knowledgeable staff are here to help you achieve your financial goals with personalized service and expert advice. Whether you're planning for the future, managing daily expenses, or seeking to grow your wealth, SchoolsFirst Federal Credit Union is your trusted partner in financial success. Visit us today and experience the difference of a credit union that puts its members first.

Mutual of Omaha® Advisors - Los Angeles is a finance and insurance agency located at 10880 Wilshire Boulevard, Los Angeles, California, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with the training, knowledge base, and tools to confidently begin as a Mutual of Omaha financial advisor. We offer marketing strategies and tools to bring valuable exposure to your business, as well as a world-class CRM and extensive material library to help build your digital brand. We promote a work environment that takes your life into consideration and provide future growth options within the company.

Isai Rivera Ins. Svcs DBA Chubby's Insurance Services is an established insurance agency located at 3304 North Broadway in Los Angeles, California. Since 2006, we have been dedicated to providing exceptional insurance services to our clients. Our journey started in Boyle Heights, Los Angeles, as personal auto insurance agents, and we have since expanded our expertise to cover multiple lines of insurance. Over the years, we have successfully navigated through economic challenges such as the Recession and Pandemic, all while upholding our core principles of promoting stability and growth within our community. Trust Isai Rivera Ins. Svcs DBA Chubby's Insurance Services for all your insurance needs.

Bethesda University's Los Angeles Campus is a prestigious institution located at 2116 Arlington Avenue in the vibrant city of Los Angeles, California. As a university, Bethesda University offers a wide range of academic programs and degrees to students seeking higher education. Known for its rigorous curriculum, experienced faculty, and state-of-the-art facilities, Bethesda University provides a dynamic learning environment for students to excel in their chosen fields of study. Whether pursuing a degree in business, theology, or education, students at Bethesda University can expect a top-notch education that will prepare them for successful careers in their respective industries. With its prime location in the heart of Los Angeles, students also have access to a wealth of cultural and professional opportunities to enhance their overall college experience.

Oikos University Los Angeles is a prestigious institution located at 3450 Wilshire Boulevard in the heart of Los Angeles, California. As a university, Oikos offers a wide range of academic programs and degrees to students seeking a quality education. With a focus on excellence in education and a commitment to preparing students for successful careers, Oikos University Los Angeles is a top choice for those looking to further their academic and professional goals. The campus is conveniently located in the vibrant city of Los Angeles, providing students with access to a wealth of cultural, social, and professional opportunities.

Foundry is a financial advisor institution located in Los Angeles, California, specializing in helping clients prepare for a worry-free retirement. Our approach focuses on understanding each client's unique vision for their life and crafting a personalized financial plan to make that vision a reality. Unlike traditional wealth management firms, we believe in continuous engagement to ensure that your financial plan evolves with your dynamic life. Our founder, a Certified Financial Planner™ and self-proclaimed money nerd, has a diverse background in investing, entrepreneurship, and advocacy. With a commitment to providing financial expertise with a human touch, we aim to empower our clients to take control of their financial lives.

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.

Taylor Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 6355 California 27, Los Angeles, California, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for client protection. They prioritize understanding clients' risk tolerance to create appropriate investment strategies. The institution values privacy and security, offering online security guarantees and protection against email fraud. Contact Taylor Wealth Management - Ameriprise Financial Services, LLC to begin achieving your financial goals today.

EP Wealth Advisors, located at 27441 Tourney Road in Santa Clarita, California, is dedicated to helping clients achieve their financial goals. As an independent financial advisor, they offer a planning-based approach tailored to each client's unique needs. With a fee-only approach, they provide objective investment recommendations. The team at EP Wealth Advisors includes CFPs, tax and estate professionals, and portfolio managers who work together to create personalized financial plans for clients. They manage changes to investment portfolios and help implement estate, tax, giving, and other plans. Regular portfolio reviews and updates ensure clients stay informed and on track to meet their goals. With a focus on personalized service and deep expertise, EP Wealth Advisors is committed to helping clients focus on what's important to them. They have been recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles.

Navalign Wealth Partners is a trusted institution offering fiduciary financial planning and investment services. Located at 15910 Ventura Boulevard in Los Angeles, California, our team of expert advisors is dedicated to helping clients achieve their financial goals with personalized strategies tailored to their unique needs. With a commitment to transparency and putting clients' best interests first, Navalign Wealth Partners is your partner in building a secure financial future.

Fenul Wealth Management LLC, located at 10880 Wilshire Boulevard, Los Angeles, California, is a finance institution specializing in smart investment and frugal financial planning. Our goal is to provide you with the best possible outcomes both short term and long term, even during economic downturns. We offer a holistic approach to managing your money and planning for your current and future needs. Whether you are a high net worth individual looking to maintain and grow your wealth, or someone just starting out in their career aiming to achieve financial freedom, we are here to help. We do not impose any minimum requirements on our services and offer free consultations on all of our offerings. Our fee structure is flexible, giving you the power to choose the services that best suit your needs.

49 Financial is a finance institution located in Los Angeles, California, at 840 Apollo Street in El Segundo. Partner with our team of knowledgeable advisors to create a personalized financial plan that aligns with your unique goals. We believe in the philosophy that 'TWO ARE BETTER THAN ONE', and our team of dedicated advisors work together to simplify the complexities of financial planning so you can focus on what truly matters to you. Our values-based approach ensures that we understand your individual needs and circumstances, allowing us to provide you with tailored solutions and strategies that you can trust. We believe that financial success goes beyond just numbers, which is why we take the time to get to know you and your goals before creating a plan that fits your specific needs.

Welcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.

Welcome to Val Pagett, Real Estate Agent, serving the vibrant communities of South Bay and Los Angeles. Located at 1221 Hermosa Avenue in the heart of Hermosa Beach, California, Val Pagett is part of the illustrious Lauren Forbes Group, a powerhouse team renowned for making real estate dreams come true since 1999. With over $1 Billion in sales, Lauren Forbes is a top producer worldwide and at Compass, offering unparalleled expertise and a global reach. Our team specializes in the South Bay area, consistently rated as the number one team on Zillow for Manhattan Beach and Hermosa Beach. We offer an impressive portfolio of luxurious properties, from exquisite coastal homes to sophisticated estates, ensuring that we meet the discerning needs of our clients. Whether you're looking to buy or sell, our commitment to excellence, combined with the latest Compass technology, ensures a seamless and successful real estate experience.

Welcome to NetWorth Realty of Los Angeles, Inc., your trusted partner in real estate investment and home transformation. Conveniently located at 100 West Broadway, Long Beach, California, we specialize in revitalizing properties and creating wealth-building opportunities for our clients. At NetWorth Realty, we believe in the power of potential. We purchase properties that need a little love and connect them with investors and future homeowners eager to unlock their true value. Our innovative True Value Method offers a seamless process to discover, fund, renovate, and either sell or lease properties, ensuring they reach their full potential.

Los Angeles County Fire Dept. Station 163 Welcome to the Los Angeles County Fire Dept. Station 163, located at 6320 Pine Avenue, Bell, California 90201. As a proud member of the Los Angeles County Fire Department, Station 163 upholds an internationally renowned reputation for excellence in fire and emergency services.

Welcome to Los Angeles Federal Credit Union (LAFCU) - your trusted financial partner conveniently located at 11306 South Street, Cerritos, California. As a member-focused financial institution, we are dedicated to providing exceptional service and innovative financial solutions to meet all your banking needs. Our Cerritos location offers a full-service ATM, ensuring easy access to your funds and seamless banking transactions. Whether you're looking to open a new account, apply for a loan, or simply manage your finances, our knowledgeable team is here to assist you every step of the way. Join us at LAFCU, where your financial success is our priority. Visit us today and experience the difference of personalized banking in a friendly and welcoming environment.

HCR Wealth Advisors, located at 10866 Wilshire Boulevard in Los Angeles, California, is a renowned finance institution that is dedicated to providing exceptional financial planning and investment advisory services. With a team of experienced financial advisors specializing in retirement planning, tax optimization, and estate planning, HCR Wealth Advisors offers personalized strategies tailored to each client's unique needs and goals. What sets HCR Wealth Advisors apart is their commitment to fostering exceptional client experiences. They go beyond traditional approaches by adopting a comprehensive wealth management philosophy that considers every facet of a client's financial journey. Their dedicated financial planners work closely with clients to transform their aspirations into financial plans that can help pave the way for the future they envision.

Yekani Wealth Management & Real Estate | Economics and Family is a comprehensive financial institution located at 6300 Canoga Avenue in Los Angeles, California. Our services include wealth management, real estate transactions, insurance agency services, legal advice, and more. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking to invest in real estate, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards financial security and success.

PBC Private Wealth in Woodland Hills, CA is a leading finance institution located on Ventura Boulevard in Los Angeles, California. Our team of experienced professionals specializes in providing personalized wealth management services to high-net-worth individuals, families, and businesses. With a focus on comprehensive financial planning, investment management, and estate planning, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you build and protect your wealth.

Merrill Lynch Private Wealth Advisor Reza Zafari is a prestigious financial institution located at 2049 Century Park East in Los Angeles, California. Specializing in private wealth management, Reza Zafari and his team provide personalized financial solutions for high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and delivering exceptional service, they offer comprehensive investment strategies, retirement planning, estate planning, and more. Trust Merrill Lynch Private Wealth Advisor Reza Zafari to help you achieve your financial goals and secure your financial future.

Professor Nikki Jacobson is a renowned educator at West Los Angeles College, located at 9000 Overland Avenue in Culver City, California. As a dedicated faculty member, Professor Jacobson brings a wealth of knowledge and experience to her role, inspiring and empowering students to reach their full potential. With a focus on academic excellence and personalized support, West Los Angeles College provides a dynamic learning environment where students can thrive and succeed. Whether you are pursuing a degree or seeking professional development, Professor Nikki Jacobson and West Los Angeles College are committed to helping you achieve your goals.

The University of Los Angeles, located at 719 Heliotrope Drive, Los Angeles, California, is a prestigious institution offering a range of courses from 8 weeks to 6 months in duration. Our team of highly trained PhD scholars and industry experts ensure that students receive top-notch education and are equipped with the skills needed to succeed in their chosen field. With strong associations with industry enterprises, we guarantee job assurance for our graduates. Our Chief Information Officer and Head of Business Transformation bring a wealth of experience and knowledge to the institution, ensuring that students receive the best education possible.

EP Wealth Advisors is a finance institution located at 1333 North California Boulevard in Walnut Creek, California, United States. Our priority is helping you achieve your financial goals through our in-depth planning-based approach. As independent financial advisors, we provide objective investment recommendations with our fee-only approach. Our personalized touch and deep expertise allow you to focus on what's important to you. At EP Wealth, we offer a wide range of wealth management services tailored to your unique needs. Your EP Wealth Advisor will work with a team of CFPs, tax and estate professionals, and portfolio managers to build a personalized financial plan. We will manage changes to your investment portfolio and assist with implementing estate, tax, giving, and other plans. Regular portfolio reviews and updates ensure we stay informed of your progress and any life changes.

Private Family Wealth Partners - UBS Financial Services Inc. is a prestigious finance institution located at 2000 Avenue of the Stars in Los Angeles, California, United States. Specializing in managing the wealth of high-net-worth families, the institution offers personalized financial services and investment strategies tailored to meet the unique needs and goals of each client. With a team of experienced financial advisors and access to the resources of UBS, Private Family Wealth Partners provides comprehensive wealth management solutions to help families preserve and grow their assets for future generations.

Henney Wealth Management is a leading finance institution located at 12100 Wilshire Boulevard in Los Angeles, California. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Henney Wealth Management is here to provide expert guidance and support every step of the way. With a commitment to excellence and a focus on long-term success, we strive to build lasting relationships with our clients based on trust, integrity, and exceptional service. Visit us today to learn more about how we can help you secure your financial future.

Bespoke360 Wealth Management Group is a prestigious finance institution located at 10960 Wilshire Boulevard in the heart of Los Angeles, California. As a branch of Morgan Stanley, we specialize in providing tailored financial solutions for high-net-worth individuals, families, and institutions. Our team of experienced financial advisors and wealth managers work closely with clients to create personalized investment strategies that align with their unique financial goals and priorities. With a focus on delivering exceptional service and expert advice, Bespoke360 Wealth Management Group is dedicated to helping our clients build, preserve, and manage their wealth for the long term.