Best Financial Advisors in Hermosa Beach, CA

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List of Firms

Hermosa Beach, CA Fiduciary Financial Advisors

Washington Capital Management
SEC File# 801-14263
CRD# 105253
Location 200 Pier Ave #227, Hermosa Beach, CA 90254, USA
Phone (424) 327-8880
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
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
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
PRO FORMA ADVISORS LLC
Location 722 1st St Unit D, Hermosa Beach, CA 90254, USA
Phone (310) 616-5079
Holt Investment Advisors
Location 111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, USA
Phone (310) 937-1561
Elsessor Investments
Location 1105 Diamond St, Redondo Beach, CA 90277, USA
Phone (310) 372-6432
Advisor Launchpad
Location 2447 CA-1 #200, Hermosa Beach, CA 90254, USA
Phone (888) 379-5724
Excelsus Capital Management - Investment Advisor & Financial Planner
Location 111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, USA
Phone (310) 376-1367
South Bay Estate Planning Council
Location 1145 6th St, Hermosa Beach, CA 90254, USA
Phone (310) 375-6300
Ted Faas - Raymond James
Location 1605 S Catalina Ave, Redondo Beach, CA 90277, USA
Phone (310) 540-9539
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About Hermosa Beach, CA

Hermosa Beach, CA is a beautiful coastal city located in Los Angeles County, California. It is known for its moderate climate, wide sandy beaches, and world-class surfing. Some of the city's most popular landmarks include Pier Plaza, the Hermosa Beach Pier, and the Redondo Beach Pier. The top employers in Hermosa Beach are the City of Hermosa Beach, Heal the Bay, and South Bay Cities Council of Governments. Major highways and streets in Hermosa Beach include Pacific Coast Highway (Highway 1), Manhattan Beach Boulevard, and Rosecrans Avenue. The neighborhoods in Hermosa Beach are Downtown, North Hermosa, South Hermosa, and El Porto.

Where Certified Financial Advisors in Hermosa Beach, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and Hermosa Beach is no exception. The services that banks provide are essential for the residents of Hermosa Beach, and they should be sure to take advantage of everything their local bank has to offer.Some of the services that banks provide include checking and savings accounts, loans, mortgages, credit cards, and investment advice. Banks also offer a variety of other services, such as online banking, bill pay, and mobile banking. And many banks now have ATMs located all over town so that residents can easily access their money when they need it.

Insurance Broker

Residents of Hermosa Beach, CA have a lot to gain from working with an insurance broker. An insurance broker can help residents compare rates from different providers, find the best coverage for their needs, and file claims quickly and easily. Residents of Hermosa Beach can also benefit from the expertise of an insurance broker who understands the local market. An insurance broker can help residents find the right provider for their home, car, or business.

Retirement Planning

Financial advisors can help Hermosa Beach, CA residents with their retirement planning. They can provide guidance on the best ways to save for retirement and how to make the most of that money. Advisors can also help people who are nearing retirement age to plan for a smooth transition into their golden years.

Wealth Management

Hermosa Beach, CA is a city located in Los Angeles County, California. The population was 19,506 at the 2010 census, up from 18,566 at the 2000 census. Hermosa Beach is known for its wide variety of beach activities and as a popular destination for surfers. The city has a wealth management system that helps residents protect their finances and save money on taxes. Wealth management services in Hermosa Beach can help you grow your wealth while reducing your tax liability. Services offered include investment advice, estate planning, and insurance analysis.

Estate Planning Lawyer

Estate planning lawyers in Hermosa Beach, CA can help residents protect their estate and ensure that their loved ones are taken care of after they die. There are a number of different tools that an estate planning lawyer can use to help residents of Hermosa Beach, CA protect their estate. Some of these tools include wills, trusts, and power of attorney documents.

Mortgage Loan Officer

Mortgage loan officers in Hermosa Beach, CA can help residents with a wide variety of home-buying needs. They can provide advice on the best type of mortgage for a particular person, and can also assist with the paperwork and application process. Mortgage loan officers can also help people find the best deals on mortgages, and can recommend refinancing or consolidation options if needed.

Tax Services

Residents of Hermosa Beach, CA can take advantage of the many tax services that accountants have to offer. From preparing tax returns to helping with estate planning, tax accountants can provide valuable assistance for residents in this coastal community. Here are just a few of the ways that tax accountants can help Hermosa Beach residents: 1) Tax Preparation: One of the most common services provided by tax accountants is preparing individual and business income tax returns. This includes gathering all the necessary documentation, calculating taxable income, and filing the return with the appropriate government agency. 2) Tax Planning: Tax accountants can help residents plan their taxes throughout the year, ensuring they take advantage of all available deductions and credits. This can save taxpayers money on their annual taxes and may even result in a larger refund. 3) Estate Planning: Another important service offered by tax accountants is estate planning. This includes creating wills and trusts, as well as providing guidance on gift taxes and other issues related to death and inheritance. 4) Business Services: Business owners in Hermosa Beach can also benefit from working with a tax accountant. This may include setting up bookkeeping systems, preparing financial statements, and filing various business taxes.

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FAQs About Personal Financial Advisors in Hermosa Beach, CA