Wealth Management in Beverly Hills, CA

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List of Firms

Beverly Hills, CA Wealth Management Firms

Demsky Weintraub Wealth Management Group - UBS Financial Services Inc.
Location 131 S Rodeo Dr Suite 300, Beverly Hills, CA 90212, USA
Phone (310) 859-5037
The Beverly Hills Group - Morgan Stanley
Location 9665 Wilshire Blvd Ste 600, Beverly Hills, CA 90212, USA
Phone (310) 205-4701
Merrill Lynch Wealth Management Advisor Harold C Schloss
Location 9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, USA
Phone (310) 858-4813
RBC Wealth Management Branch - Beverly Hills
Location 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212, USA
Phone (310) 273-7600
Steven Tomingas - RBC Wealth Management Financial Advisor
Location 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212, USA
Phone (310) 205-7793
Wealth Management in Beverly Hills, CA

Where Wealth Management Advisors in Beverly Hills, CA Serve

Beverly Hills, CA, a city located in Los Angeles County, is a glamorous destination known for its opulent mansions, high-end shopping, and luxurious hotels. The city is home to several iconic landmarks such as the Beverly Hills Hotel, Rodeo Drive, and the Greystone Mansion. It is also a hub for the entertainment industry, with major film studios and talent agencies located in the area. Top employers include the City of Beverly Hills, Beverly Hills Unified School District, and the Beverly Hills Hotel. Major highways and streets in the area include the 405 Freeway, Wilshire Boulevard, and Sunset Boulevard. The city is divided into several neighborhoods including the Flats, the Hills, and the Golden Triangle, each with its own unique charm and character. Beverly Hills is a city that exudes luxury and sophistication, making it a coveted destination for both residents and visitors alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Beverly Hills, CA are known for their affluent lifestyle, and a bank can help them in various ways. Firstly, the bank can provide them with personalized financial advice and investment options that cater to their unique needs and goals. Beverly Hills residents have a high net worth, and the bank can offer them exclusive services like private banking, wealth management, and estate planning. Secondly, the bank can assist them in financing their luxurious homes, cars, and other high-end purchases. Beverly Hills is home to some of the most expensive real estate in the world, and the bank can provide them with customized mortgage solutions and competitive interest rates. Lastly, the bank can offer them premium credit cards with exclusive benefits like travel perks, cashback rewards, and concierge services that align with their lavish lifestyle. In conclusion, a bank can be a valuable partner for residents of Beverly Hills, CA, in managing their wealth and achieving their financial goals.

Insurance Broker

Residents of Beverly Hills, CA can benefit from the expertise of an insurance broker in a variety of ways. With its reputation as a hub for the rich and famous, Beverly Hills residents often have unique insurance needs that require specialized attention. For instance, a broker can help homeowners in this area find the right coverage for their high-value properties, which may include expensive art collections and luxury amenities like swimming pools and home theaters. Additionally, an insurance broker can assist business owners in Beverly Hills with finding comprehensive coverage for their high-end establishments, such as exclusive boutiques and upscale restaurants. With their knowledge of the insurance industry and access to a wide range of policies, brokers can help residents of Beverly Hills navigate the complexities of insurance and ensure they are adequately protected.

Retirement Planning

Residents of Beverly Hills, CA can greatly benefit from the assistance of a retirement planner. Given that Beverly Hills is known for its high cost of living, a retirement planner can help residents navigate the complexities of planning for retirement in an expensive area. The retirement planner can help residents understand the various investment options available to them, as well as provide guidance on how to maximize their retirement savings. Additionally, the planner can help residents create a personalized retirement plan that takes into account their unique financial situation and goals. With the help of a retirement planner, Beverly Hills residents can feel confident that they are on track to achieving their retirement goals and can enjoy the lifestyle they have become accustomed to in their golden years.

Financial Advisor

Residents of Beverly Hills, CA are known for their affluent lifestyle and high net worth. A financial advisor can help them in several ways, including managing their investments, creating a retirement plan, and minimizing their tax liabilities. However, one specific area where Beverly Hills residents can benefit from a financial advisor is in the realm of estate planning. Given the high property values and complex family structures in Beverly Hills, estate planning can be a daunting task. A financial advisor can help clients navigate the intricacies of estate planning, including setting up trusts, creating wills, and minimizing estate taxes. Additionally, they can assist with charitable giving strategies, which can be an important aspect of estate planning for many Beverly Hills residents. With the help of a skilled financial advisor, Beverly Hills residents can ensure that their wealth is preserved and passed on to future generations in a tax-efficient manner.

Mortgage Loan Officer

Residents of Beverly Hills, CA could greatly benefit from the services of a mortgage loan officer. With the high cost of living in this exclusive area, many residents may require assistance in securing a mortgage loan that is tailored to their unique financial situation. From first-time homebuyers to those looking to refinance their current home, a mortgage loan officer can provide expert guidance and support throughout the entire loan process. Additionally, with the complex and ever-changing real estate market in Beverly Hills, residents may require a loan officer who is well-versed in the intricacies of the area's property values and loan options. Whether it's navigating the competitive bidding process or securing a jumbo loan, a mortgage loan officer can help Beverly Hills residents achieve their dream of homeownership in this coveted area.

Tax Services

Residents of Beverly Hills, CA, can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that apply to high-income earners and property owners in Beverly Hills. They can also assist in minimizing tax liabilities by identifying deductions and credits that are unique to the area. Additionally, a tax advisor can provide guidance on estate planning, which is particularly important in Beverly Hills, where many residents have significant assets and estates. For example, they can help residents set up trusts and other structures that can protect their assets and minimize tax liabilities for their heirs. In short, a tax advisor can provide invaluable assistance to residents of Beverly Hills, helping them manage their finances and minimize their tax burden in a complex and ever-changing tax environment.

Estate Planning Lawyer

Residents of Beverly Hills, CA can benefit from the expertise of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Beverly Hills, where property values are among the highest in the country. An estate planning lawyer can help residents navigate complex tax laws and create trusts that protect their assets from creditors and other potential threats. They can also assist with planning for incapacity, such as creating a durable power of attorney or healthcare directive. In addition, an estate planning lawyer can help residents with charitable giving, which is a common practice in Beverly Hills due to the community's philanthropic culture. With their bursty and complex approach to legal matters, estate planning lawyers can provide residents of Beverly Hills with peace of mind knowing that their assets are protected and their wishes will be carried out.


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