TOP 10 Wealth transfer planning in Long Beach, California

Welcome to Livingstone Partners, your trusted financial advisory firm located in the heart of Manhattan Beach, California. Situated at 1300 Highland Avenue, we are committed to providing exceptional financial services to our clients in the vibrant community of Manhattan Beach and beyond. At Livingstone Partners, we specialize in a wide range of financial solutions tailored to meet the unique needs of individuals, families, and businesses. Our team of experienced financial advisors is dedicated to helping you navigate the complexities of financial planning, investment management, and wealth preservation. Whether you're looking to grow your assets, plan for retirement, or secure your financial future, Livingstone Partners is here to support you every step of the way. Visit us today to discover how we can help you achieve your financial goals with personalized, professional service.

Welcome to J.P. Morgan Private Bank - South Bay Located at 222 Pacific Coast Highway, El Segundo, California, J.P. Morgan Private Bank is dedicated to delivering an unparalleled private banking experience tailored to your unique financial goals. Recognized globally as the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth with the utmost care and expertise.

Welcome to Vickie Adams, CFP, CDFA – your trusted partner in financial planning and wealth management located in the heart of Manhattan Beach, California. Situated at 1230 Rosecrans Avenue, our firm specializes in providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on holistic financial well-being, Vickie Adams brings extensive expertise as a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA). At Vickie Adams, we understand that financial planning is more than just numbers; it's about achieving your life goals and securing your financial future. Whether you are planning for retirement, navigating the complexities of divorce, or seeking to grow and protect your wealth, our comprehensive services are designed to guide you every step of the way.

Welcome to Edward Jones - Financial Advisor: Philippe-Joseph Eustache, your trusted partner in navigating the complex world of finance. Conveniently located at 1650 South Pacific Coast Highway, Redondo Beach, California 90277, we are dedicated to helping you achieve your financial goals with personalized advice and tailored solutions. At Edward Jones, we prioritize your privacy and security. To learn more about how we protect your data, please visit our Privacy and Security page. We use the information we collect to provide personalized services, content, and offers, and to enhance our marketing and research efforts.

Welcome to Michael Farley Finance, your trusted financial partner located in the heart of Redondo Beach, California. Situated at 2015 Manhattan Beach Boulevard, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses in our community. At Michael Farley Finance, we pride ourselves on offering personalized service and expert advice to help you navigate the complexities of financial planning. Whether you're looking for investment strategies, retirement planning, tax optimization, or wealth management, our experienced team is here to guide you every step of the way.

Welcome to Maxwell Allen, your trusted partner in financial services located in the heart of Redondo Beach, California. Situated at 2015 Manhattan Beach Boulevard, our firm is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. At Maxwell Allen, we understand that navigating the financial landscape can be complex and overwhelming. That's why our team of experienced professionals is committed to offering expert guidance and strategic advice to help you achieve your financial goals. Whether you are looking for investment management, retirement planning, tax strategies, or wealth preservation, we are here to support you every step of the way.

Chase Bank - Long Beach, California Welcome to Chase Bank, conveniently located at 940 Long Beach Boulevard, Long Beach, California 90813. As a leading financial institution, we offer a comprehensive range of services to meet your banking and financial needs.

Welcome to Chase, your trusted partner in banking and financial services, located at 4501 California 1, Long Beach, California 90804, United States. At Chase, we are committed to providing comprehensive financial solutions tailored to meet the needs of individuals and businesses alike. Our Services:

Welcome to Wells Fargo Advisors Financial Network, your trusted partner in financial planning and investment management, located at 3738 Bayer Avenue, Long Beach, California. Our dedicated team of experienced financial advisors is committed to helping you achieve your financial goals through personalized strategies and expert guidance. We offer a comprehensive range of services, including investment planning, retirement strategies, wealth management, and more, all tailored to meet your unique needs. At Wells Fargo Advisors Financial Network, we pride ourselves on building long-lasting relationships with our clients, founded on trust, integrity, and exceptional service. Visit us today to discover how we can assist you in navigating your financial future with confidence.

Welcome to Wells Fargo Bank, conveniently located at 2096 North Bellflower Boulevard, Long Beach, California 90815. As a trusted name in the financial industry, we are committed to providing exceptional banking services tailored to meet your needs. Our branch offers a comprehensive range of financial solutions, including personal and business banking, loans, mortgages, and investment services. Whether you're looking to manage your daily finances, secure a loan, or plan for your future, our experienced team is here to assist you every step of the way. For your convenience, we also provide a 24/7 ATM service, ensuring you have access to your funds whenever you need it. Visit us today and experience the personalized service and financial expertise that Wells Fargo Bank is known for. Your financial success is our priority.

Welcome to Frank Parlato - Palomar Financial Services, your trusted partner in financial success, located in the heart of Huntington Beach, California. At our conveniently situated office at 15061 Springdale Street, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment strategies, and wealth management. At Frank Parlato - Palomar Financial Services, we believe in building long-lasting relationships with our clients, grounded in trust, transparency, and integrity. Whether you are an individual seeking to secure your financial future, a family planning for major life events, or a business aiming for growth and sustainability, we offer a comprehensive range of services to help you achieve your goals.

Welcome to Trust Properties USA, the leading probate and trust real estate agency in South Bay, proudly managed by Rhonica Petty. Conveniently located at 444 West Ocean Boulevard, Long Beach, California, we specialize in helping families maximize the value of their properties with our innovative "Fix and Sell" strategy. With a track record of selling over 1,000 probate and trust properties, we have consistently delivered exceptional results, helping our clients achieve an average gain of $50,000 to $200,000 in additional equity. Whether you're looking to sell or need expert guidance in the probate and trust real estate market, Trust Properties USA is your trusted partner for achieving top dollar for your home. Experience unparalleled service and expertise with the #1 probate and trust realtors in the South Bay area. Contact us today to learn how we can assist you in your real estate journey.

Welcome to Oscar Dixon Probate Specialist, your trusted real estate agency located in the heart of Long Beach, California. Situated at 4140 Norse Way, our firm is dedicated to providing expert guidance and personalized solutions for all your probate real estate needs. With a deep understanding of the complexities involved in probate processes, we are committed to helping you navigate through the intricacies with ease and confidence. At Oscar Dixon Probate Specialist, we pride ourselves on our extensive experience and in-depth knowledge of the local real estate market. Our team of skilled professionals is here to assist you every step of the way, ensuring a smooth and efficient transaction. Whether you are looking to buy or sell probate properties, we offer tailored strategies that align with your unique requirements and goals.