Retirement Planning in Palos Verdes Estates, CA

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Top Retirement Planners in Palos Verdes Estates, CA

EP Wealth Advisors
SEC File# 801-29358
CRD# 111147
5 out of 5
Location 25500 Hawthorne Blvd #1030, Torrance, CA 90505, USA
Phone (310) 791-3226
Chavez-Meinzer Fiduciary Services
Location 300 Tejon Pl #4, Palos Verdes Estates, CA 90274, USA
Phone (310) 613-3002
The PVG Group
Location 608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, USA
Phone (310) 683-6690
Palos Verdes Group - Morgan Stanley
Location Est, 609 Deep Valley Dr Ste 400, Rolling Hills, CA 90274, USA
Phone (310) 544-3652
DeLarme Wealth Management, Inc.
Location 58 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (424) 250-1725
Retirement Planning in Palos Verdes Estates, CA

About Palos Verdes Estates, CA for Those Planning to Retire

Palos Verdes Estates is a city in Los Angeles County, California, United States. The city was founded on September 7, 1917, by Jared Sidney Torrance and his father, J. S. Torrance. The city was named for its location overlooking the Pacific Ocean. It is located in the Palos Verdes Hills near Rancho Palos Verdes and Rolling Hills Estates. The 2010 U.S. census counted 41,546 residents in the city's 9.14 square miles (23.7 km2), down from 41,838 at the 2000 census. In 2013, the population was estimated at 40,883. The median age of residents was 47, up from 46 in 2000; the percentage of residents aged 65 or older was the highest in Los Angeles County. Registered voters numbered 16,654 at the 2010 census. The median household income in 2008 dollars was $119,886, considered high for both the county and the state. In 2012, Forbes magazine ranked Palos Verdes Estates as the 48th most expensive ZIP code in the United States.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Palos Verdes Estates, CA can benefit from the many banks and credit unions in their area.Banks offer a variety of services to their customers, including checking and savings accounts, loans, mortgages, and investment advice. Credit unions also offer a variety of services, but typically focus on providing affordable loans and mortgages as well as high-quality customer service.Both banks and credit unions are important institutions in any community, and Palos Verdes Estates is no exception. Residents of this wealthy community can take advantage of the many offerings from local banks and credit unions to help them save money, borrow money, invest money, and more.

Estate Planning Lawyer

Living in Palos Verdes Estates, CA comes with a lot of benefits. One of the most important benefits is that it is a great place to raise a family. But with all the benefits that come with living in Palos Verdes Estates, CA, there are also some responsibilities. One such responsibility is estate planning.

Mortgage Loan Officer

Palos Verdes Estates, CA residents can benefit by working with a mortgage loan officer. A mortgage loan officer can help you get the best interest rate on your home and save you money in the long run. Get in touch with a local officer today to get started.

Wealth Management

Living in Palos Verdes Estates, CA comes with its own unique set of challenges and benefits. For one, the cost of living is high and many people work long hours to afford to live there. But on the plus side, residents enjoy a great quality of life with plenty of opportunities for recreation and relaxation.A wealth manager can help residents in Palos Verdes Estates maximize their benefits and make the most of their money. By working with a wealth manager, you can get help creating a financial plan that fits your specific needs and goals. You can also get access to investment advice and strategies that can help you grow your wealth over time.

Financial Advisor

People who live in Palos Verdes Estates, CA can benefit by working with a financial advisor. Financial advisors can help people save money, invest money, and plan for the future. Financial advisors can also help people protect their finances in case of an emergency.

Insurance Broker

If you live in Palos Verdes Estates, CA, you may be wondering if it's worth working with an insurance broker. After all, you probably have a good idea of what your home and car are worth, and you don't want to overpay for coverage.But here's the thing: even if you know what your property is worth, that doesn't mean you know how much insurance you need. In fact, unless you work with an insurance broker, it's very likely that you're underinsured. That means that if something happens to your home or cara burglary, a fire, a natural disasteryou may not be able to rebuild or replace them. An insurance broker can help make sure that doesn't happen by finding the best coverage at the best price for you.

Tax Services

Residents of Palos Verdes Estates, CA can benefit by working with a tax accountant in their area. A good tax accountant can help residents maximize their tax deductions and credits, and minimize their tax liability. They can also help with estate planning and other financial planning needs.


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