Best Financial Advisors in Hermosa Beach, CA

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List of Firms

Hermosa Beach, CA Fiduciary Financial Advisors

SEC File# 801-14263
CRD# 105253
Location 200 Pier Ave #227, Hermosa Beach, CA 90254, USA
Phone (424) 327-8880
Directions
Advisor Launchpad
Location 2447 CA-1 #200, Hermosa Beach, CA 90254, USA
Phone (888) 379-5724
Directions
Excelsus Capital Management - Investment Advisor & Financial Planner
Location 111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, USA
Phone (310) 376-1367
Directions
Holt Investment Advisors
Location 111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, USA
Phone (310) 937-1561
Directions
Elsessor Investments
Location 1105 Diamond St, Redondo Beach, CA 90277, USA
Phone (310) 372-6432
Directions
PRO FORMA ADVISORS LLC
Location 722 1st St Unit D, Hermosa Beach, CA 90254, USA
Phone (310) 616-5079
Directions
Ted Faas - Raymond James
Location 1605 S Catalina Ave, Redondo Beach, CA 90277, USA
Phone (310) 540-9539
Directions
Ann Villar - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 727 2nd St UNIT 102, Hermosa Beach, CA 90254, USA
Phone (310) 318-0020
Directions
Edward Jones - Financial Advisor: Jeanie Alessandrini, CRPC®
SEC File# 801-3297
CRD# 250
Location 555 Pier Ave Suite 2, Hermosa Beach, CA 90254, USA
Phone (310) 372-0850
Directions
Dax Wealth Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
2 out of 5
Location 200 Pier Ave STE 325, Hermosa Beach, CA 90254, USA
Phone (310) 379-6708
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
South Bay Estate Planning Council
Location 1145 6th St, Hermosa Beach, CA 90254, USA
Phone (310) 375-6300
Directions
Financial Advisors in Hermosa Beach, CA

Where Certified Financial Advisors in Hermosa Beach, CA Serve

Hermosa Beach, CA is a vibrant coastal city located in Los Angeles County. It is known for its picturesque beaches, iconic pier, and lively nightlife. The city is home to several landmarks, including the Hermosa Beach Pier, the Strand bike path, and the Hermosa Beach Community Center. Top employers in the area include the City of Hermosa Beach, Hermosa Beach City School District, and Hermosa Beach Police Department. The city is also home to a variety of small businesses and restaurants that contribute to its unique charm. Major highways and streets in Hermosa Beach include Pacific Coast Highway, Hermosa Avenue, and Pier Avenue. These roads connect the city to neighboring communities and provide easy access to popular destinations like LAX and downtown Los Angeles. Hermosa Beach is divided into several distinct neighborhoods, each with its own character and charm. These include the Sand Section, the Hill Section, and the Hermosa Valley.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hermosa Beach, CA are serviced by banks in a variety of ways. One of the most common services is through traditional checking and savings accounts, which allow residents to manage their money and save for the future. Another popular service is loans, which can help residents finance large purchases like homes or cars. Hermosa Beach is known for its vibrant beach culture and active community, so banks in the area also offer services like mobile banking and online bill pay to make managing finances more convenient for residents on-the-go. Additionally, many banks in Hermosa Beach offer personalized financial advice and investment services to help residents plan for their financial futures.

Insurance Broker

Residents of Hermosa Beach, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance policies for their unique needs. For example, living in Hermosa Beach, residents may want to consider additional coverage for their homes due to the risk of earthquakes in the area. An insurance broker can also help residents navigate the complex world of insurance policies and find the best rates and coverage options. Additionally, in the event of a claim, an insurance broker can provide support and guidance to ensure a smooth and efficient process. Overall, an insurance broker can provide peace of mind and protection for residents of Hermosa Beach, CA.

Retirement Planning

Residents of Hermosa Beach, CA can benefit greatly from the help of a retirement planner. With the high cost of living in the area, it can be challenging to save enough money to retire comfortably. A retirement planner can help residents create a personalized plan to save for retirement, taking into account their specific financial situation and goals. Additionally, Hermosa Beach is known for its active lifestyle, and a retirement planner can help residents plan for the potential costs of healthcare and long-term care as they age. By working with a retirement planner, residents of Hermosa Beach can feel more confident and prepared for their financial future.

Wealth Management

Residents of Hermosa Beach, CA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager can help is by providing guidance on how to invest their money wisely. With the high cost of living in Hermosa Beach, it's important for residents to make their money work for them. A wealth manager can help them navigate the complex world of investing, and provide advice on how to create a diversified portfolio that meets their financial goals. Additionally, a wealth manager can assist with estate planning, retirement planning, and tax planning, which are all important considerations for residents of Hermosa Beach who want to ensure their financial security for the future.

Mortgage Loan Officer

Residents of Hermosa Beach, CA can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without financial assistance. A mortgage loan officer can provide guidance and support throughout the home buying process, helping residents secure the necessary funds to purchase their dream home. Additionally, with Hermosa Beach's close proximity to the beach and other popular attractions, property values can be quite high. A mortgage loan officer can help residents navigate the competitive housing market and find the best rates and terms for their unique financial situation. Overall, a mortgage loan officer can be a valuable resource for residents of Hermosa Beach looking to achieve their homeownership goals.

Tax Services

Residents of Hermosa Beach, CA can benefit greatly from the expertise of a tax advisor. With a high cost of living and a bustling tourism industry, Hermosa Beach residents face unique tax challenges. A tax advisor can help residents navigate the complexities of local tax laws, such as the transient occupancy tax on short-term rentals. Additionally, a tax advisor can assist residents with maximizing deductions for expenses related to their businesses or rental properties. With their knowledge and experience, a tax advisor can provide valuable guidance and support to ensure that Hermosa Beach residents are making informed decisions about their finances and taxes.

Estate Planning Lawyer

Residents of Hermosa Beach, CA can benefit from the services of an estate planning lawyer in a number of ways. For example, an estate planning lawyer can help residents create a comprehensive plan for the distribution of their assets upon their death. This can include creating a will, establishing trusts, and naming beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can assist residents in minimizing their tax liability and ensuring that their wishes are carried out in the event of incapacity. Given the high property values in Hermosa Beach, it is especially important for residents to work with an estate planning lawyer to protect their assets and ensure that their loved ones are taken care of after they pass away.

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