Best Financial Advisors in Manhattan Beach, CA

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List of Firms

Manhattan Beach, CA Fiduciary Financial Advisors

LA Wealth Management
SEC File# 801-62547
CRD# 128929

5 out of 5

Location 1240 Rosecrans Ave #120, Manhattan Beach, CA 90266, USA
Phone (310) 984-0082
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
Markland Wealth Management, Inc.

5 out of 5

Location 1230 Rosecrans Ave #610, Manhattan Beach, CA 90266, USA
Phone (310) 643-7750
Cook and Associates
Location 818 Manhattan Beach Blvd, Manhattan Beach, CA 90266, USA
Phone (310) 545-6700
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 111 N Sepulveda Blvd, Manhattan Beach, CA 90266, USA
Phone (310) 372-5092
EP Wealth Advisors, LLC.
SEC File# 801-29358
CRD# 111147
Location 1334 Parkview Ave #100, Manhattan Beach, CA 90266, USA
Northwestern Mutual Manhattan Beach

5 out of 5

Location 1230 Rosecrans Ave Suite 100, Manhattan Beach, CA 90266, USA
Phone (310) 460-7136
Holt Investment Advisors
Location 111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, USA
Phone (310) 937-1561
Excelsus Capital Management - Investment Advisor & Financial Planner
Location 111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, USA
Phone (310) 376-1367
Womack Wealth Management
SEC File# 801-107413
CRD# 146126
Location 1334 Parkview Ave Suite 350, Manhattan Beach, CA 90266, USA
Phone (310) 684-3868
WealthQ²
Location 1230 Rosecrans Ave Suite 350, Manhattan Beach, CA 90266, USA
Phone (310) 531-1001
Quantum Financial Advisors, LLC
SEC File# 801-122978
CRD# 317386
Location 1240 Rosecrans Ave Suite 120, Manhattan Beach, CA 90266, USA
Phone (424) 447-8268
GDP, Inc.
Location 516 N Sepulveda Blvd, Manhattan Beach, CA 90266, USA
Phone (310) 341-2890
Salient Wealth Planning Group
Location 1230 Rosecrans Ave Suite 350, Manhattan Beach, CA 90266, USA
Phone (310) 531-1021
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1230 Rosecrans Ave # 155, Manhattan Beach, CA 90266, USA
Phone (310) 725-7034
RBC Wealth Management Branch - Manhattan Beach
Location 2361 Rosecrans Ave Suite 460, El Segundo, CA 90245, USA
Phone (310) 647-8040
Wendell Charles Financial

5 out of 5

Location 1230 Rosecrans Ave #300, Manhattan Beach, CA 90266, USA
Phone (888) 701-7305
Opes Advisors
Location 1300 Highland Ave, Manhattan Beach, CA 90266, USA
Phone (310) 939-9292
wealth & wisdom financial group
Location 1230 Rosecrans Ave, Manhattan Beach, CA 90266, USA
Phone (310) 880-5305
Timothy Joseph Wallender, CFP
Location 1129 Highland Ave STE 203, Manhattan Beach, CA 90266, USA
Phone (310) 318-3255
Royal Alliance Associates Inc
Location Manhattan Beach, CA 90266, USA
Phone (310) 546-4635
Clover Capital Corporation
Location 1112 Ocean Dr STE 101, Manhattan Beach, CA 90266, USA
Phone (310) 321-7873
Caravela LLC
Location 1240 Rosecrans Ave #120, Manhattan Beach, CA 90266, USA
Phone (310) 666-0934
Wills Capital Management
Location 317 20th St, Manhattan Beach, CA 90266, USA
Phone (310) 545-7600
Morgan Stanley Financial Advisors
Location 2141 Rosecrans Ave #3100, El Segundo, CA 90245, USA
Phone (310) 727-9533
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About Manhattan Beach, CA

Manhattan Beach is a coastal city located in Los Angeles County, California, United States. It is situated in the South Bay region of the city and is considered one of the most affluent communities in the country. Manhattan Beach is known for its wide beaches, luxury homes, and high-end shopping. Some notable landmarks in the city include the Manhattan Beach Pier and the Kings Road Shopping District. The top employers in Manhattan Beach are Boeing, Warner Bros., and Memorial Sloan Kettering Cancer Center. Major highways and streets in Manhattan Beach include I-405 and Rosecrans Avenue. The neighborhoods in Manhattan Beach include Downtown, El Porto, The Hill, Sand Section, and Tree Section.

Where Certified Financial Advisors in Manhattan Beach, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a wide range of services to their customers and Manhattan Beach, CA residents are no exception. Banks offer products such as checking and savings accounts, certificates of deposit (CDs), mortgages, home equity loans, and car loans. In addition to products, banks also offer services such as online banking, bill pay, and mobile banking. This allows customers to conduct their banking business from anywhere at any time.

Insurance Broker

If you live in Manhattan Beach, CA, you know that the cost of living is high. That's why it's important to have a good insurance broker who can help you find the best rates and coverage. A good broker will work with you to find the best policies for your needs and budget. They can also help you file claims and answer any questions you may have about your policy. If you're looking for a good insurance broker, contact Joe's Insurance Agency today. We're proud to serve the residents of Manhattan Beach, CA.

Retirement Planning

Financial advisors can help Manhattan Beach, CA residents with retirement planning by providing guidance on how to save money and invest for the future. Many people in Manhattan Beach are looking for ways to secure their retirement, and financial advisors can help them do this by developing a plan that is specific to their needs. Financial advisors can also provide advice on when to start withdrawing from retirement accounts, and how to manage 401k plans and other investments.

Wealth Management

Manhattan Beach, CA residents have a lot of wealth to manage. The wealthy need to worry about more than just their money. They need to protect their assets and make sure their money is working for them in the best way possible. That's where wealth management comes in. Wealth management can help Manhattan Beach, CA residents protect their assets and grow their money. It can also help them plan for the future and make sure they are taking care of their families' needs.

Estate Planning Lawyer

Estate planning lawyers can help Manhattan Beach, CA residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or living trust, estate planning lawyers can help make the process of transferring property after death much easier for heirs. In addition, estate planning lawyers can also help create documents like power of attorney and healthcare directives, which allow individuals to designate someone to make decisions on their behalf in the event that they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Manhattan Beach, CA can help residents by providing them with the best options for their home loans. They can also offer advice on refinancing and other mortgage-related products. In addition, mortgage loan officers can help residents understand the terms of their mortgages and answer any questions they may have about the process.

Tax Services

Residents of Manhattan Beach, CA can take advantage of the many services offered by tax accountants. These professionals can help residents prepare their taxes and maximize their deductions. In addition, tax accountants can also help residents with estate planning and other financial matters.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Manhattan Beach, CA