Best Financial Advisors in West Hollywood, CA

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List of Firms

West Hollywood, CA Fiduciary Financial Advisors

Bis Management
Location 9229 Sunset Hills Rd # 710, West Hollywood, CA 90069, USA
Phone (310) 300-2910
Directions
BHC Financial
Location 9000 Sunset Blvd #1500, West Hollywood, CA 90069, USA
Phone (310) 895-7095
Directions
Olam Financial Group
Location 8636 Melrose Ave, Los Angeles, CA 90069, USA
Phone (310) 657-6568
Directions
Financial Advisors | U.S. Bancorp Investments
Location 8901 Santa Monica Blvd, West Hollywood, CA 90069, USA
Phone (310) 657-0954
Directions
New Age Global Advisory
Location 750 N San Vicente Blvd 8th fl, West Hollywood, CA 90069, USA
Directions
Kaf Investment LLC
Location 8833 Cynthia St, West Hollywood, CA 90069, USA
Phone (310) 289-7999
Directions
A R Asset Management Inc
Location 9229 Sunset Blvd #425, West Hollywood, CA 90069, USA
Phone (310) 859-7644
Directions
Athos Capital Advisors
Location 733 N Kings Rd #104, Los Angeles, CA 90069, USA
Phone (310) 971-4765
Directions
World Financial Advisors
Location 8491 Sunset Blvd, West Hollywood, CA 90069, USA
Phone (310) 906-9956
Directions
Edward Jones - Financial Advisor: Charles D Alvare
Location 8383 Wilshire Blvd Ste 835, Beverly Hills, CA 90211, USA
Phone (323) 782-1732
Directions
David Rae, Certified Financial Planner, Accredited Investment Fiduciary
5 out of 5
Location 529 N Kilkea Dr, West Hollywood, CA 90048, USA
Phone (323) 905-4380
Directions
all one wealth
5 out of 5
Location 750 N San Vicente Blvd, West Hollywood, CA 90069, USA
Phone (310) 355-8286
Directions
Abacus Media Advisors
Location 8265 Sunset Blvd # 205, West Hollywood, CA 90046, USA
Phone (323) 848-2948
Directions
Entertainment Investment Group
Location 1145 Horn Ave Suite E, West Hollywood, CA 90069, USA
Phone (310) 289-7821
Directions
La Salle Capital Group
Location 8730 Sunset Blvd, West Hollywood, CA 90069, USA
Phone (310) 360-0707
Directions
Schwartz Financial
Location 853 Westbourne Dr, West Hollywood, CA 90069, USA
Phone (310) 989-0355
Directions
Dream Financial Group
Location 352 N Robertson Blvd, West Hollywood, CA 90048, USA
Phone (909) 720-2492
Directions
Velin & Associates Los Angeles CPA Firm - West Hollywood Accountant, Tax Prep & Financial Planning
5 out of 5
Location 8159 Santa Monica Blvd ste 198/200, West Hollywood, CA 90046, USA
Phone (323) 902-1000
Directions
Ralph Jarmon, CPA
Location 920 N Kings Rd, West Hollywood, CA 90069, USA
Phone (310) 487-2445
Directions
Bankers Hill Advisors Accountancy Corp.
Location 8335 Sunset Blvd Suite 243, West Hollywood, CA 90069, USA
Phone (858) 634-0205
Directions
Full Force Financial
Location 925 N La Brea Ave, Los Angeles, CA 90038, USA
Phone (323) 203-0888
Directions
B H Financial Services LLC
Location 1017 La Cienega Blvd # 310, West Hollywood, CA 90069, USA
Phone (310) 289-1870
Directions
Patriot Advisors Inc
2 out of 5
Location 1537 N Orange Grove Ave, Los Angeles, CA 90046, USA
Phone (323) 874-8850
Directions
Ikon Advisors
5 out of 5
Location 9000 Sunset Blvd 11th floor, West Hollywood, CA 90069, USA
Phone (310) 923-1550
Directions
Zachary Stein - TIAA Wealth Management Advisor
Location 1801 Century Park E Suite 800, Los Angeles, CA 90067, USA
Phone (310) 407-1405
Directions
AFFLUENCER FINANCIAL ADVISORS
5 out of 5
Location 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, USA
Phone (310) 730-1330
Directions
Financial Advisors in West Hollywood, CA

Where Certified Financial Advisors in West Hollywood, CA Serve

Nestled in the heart of Los Angeles County, West Hollywood is a bustling city that boasts a vibrant culture and a rich history. From the iconic Sunset Strip to the world-famous Chateau Marmont, this city is home to some of the most recognizable landmarks in the world. Whether you're looking to explore the trendy shops and restaurants on Melrose Avenue or catch a show at the legendary Troubadour, there's always something to see and do in West Hollywood. As one of the most sought-after places to live in Southern California, West Hollywood is home to a number of top employers, including the City of West Hollywood, Cedars-Sinai Medical Center, and the Pacific Design Center. With its prime location just minutes from downtown Los Angeles, it's no wonder that so many businesses choose to call this city home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of West Hollywood, CA can be serviced by banks in a variety of ways. The most common ways include checking and savings accounts, loans, credit cards, and ATMs. One specific thing about West Hollywood is that there are many banks in the area that cater to the LGBTQ+ community. These banks offer services such as financial planning for same-sex couples and transgender individuals, as well as support for LGBTQ+ businesses. Additionally, many banks in West Hollywood also offer services in multiple languages, reflecting the diverse community in the area. Overall, residents of West Hollywood have access to a wide range of banking services that cater to their unique needs and lifestyles.

Insurance Broker

Residents of West Hollywood, CA can benefit from the services of an insurance broker in several ways. For instance, an insurance broker can help them find affordable health insurance plans that are accepted by local healthcare providers. Given that West Hollywood is a bustling city with a vibrant nightlife, an insurance broker can also help residents obtain liability insurance for their businesses or rental properties to protect them from any potential legal claims. Additionally, an insurance broker can help residents navigate the complex world of auto insurance and find policies that offer adequate coverage for the city's busy streets and highways. Overall, an insurance broker can provide invaluable assistance to West Hollywood residents in protecting their assets and securing their financial future.

Retirement Planning

Residents of West Hollywood, CA would greatly benefit from the guidance and expertise of a retirement planner. With the city's high cost of living and competitive job market, many individuals may struggle to save enough for retirement on their own. A retirement planner can help residents create a personalized plan to reach their financial goals, whether it be through investments, savings strategies, or other means. Additionally, with West Hollywood's diverse population and LGBTQ+ community, a retirement planner can offer specialized knowledge and resources to ensure that all individuals receive the support they need to secure a comfortable retirement. Overall, a retirement planner can provide invaluable assistance to residents of West Hollywood, helping them navigate the complexities of retirement planning and achieve financial security.

Wealth Management

Residents of West Hollywood, CA can benefit greatly from the expertise of a wealth manager. With many high-income earners and a bustling entertainment industry, there is a need for tailored financial planning and investment strategies. A wealth manager can assist with retirement planning, tax optimization, and risk management. Additionally, with the city's vibrant LGBTQ+ community, a wealth manager can offer specialized guidance on estate planning and charitable giving to support causes important to this community. Overall, a wealth manager can provide peace of mind and help residents of West Hollywood, CA achieve their financial goals.

Mortgage Loan Officer

Residents of West Hollywood, CA may seek the help of a mortgage loan officer for various reasons. One of the most common ways a loan officer can assist them is by helping them secure a mortgage to purchase a home in this affluent city. West Hollywood is known for its high cost of living and expensive real estate market, which can make it challenging for many residents to afford a home. A loan officer can guide them through the process of finding the right mortgage product, navigating the application process, and securing the best interest rates and terms. Additionally, a loan officer can also help residents refinance their existing mortgages to lower their monthly payments or access equity in their homes to finance other expenses. Overall, a mortgage loan officer can be a valuable resource for West Hollywood residents looking to achieve their homeownership goals.

Tax Services

Residents of West Hollywood, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on maximizing deductions for state and local taxes. This is particularly relevant for West Hollywood residents, as California has some of the highest state income taxes in the country. A tax advisor can also assist with navigating the complex tax laws surrounding short-term rentals, which are a popular option in the area. Additionally, with the prevalence of entertainment industry professionals in West Hollywood, a tax advisor can provide specialized knowledge on deductions and credits related to this field. Overall, a tax advisor can help residents of West Hollywood optimize their tax situation and potentially save thousands of dollars each year.

Estate Planning Lawyer

Residents of West Hollywood, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This can ensure that a person's assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. In West Hollywood, where property values are high and the cost of living is expensive, it is especially important to have a solid estate plan in place to protect one's assets and provide for their family's future. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate, which can save time and money for both the individual and their heirs.

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