Wealth Management in El Segundo, CA

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List of Firms

El Segundo, CA Wealth Management Firms

Monograph Wealth Advisors
SEC File# 801-80679
CRD# 173949
Location 830 South, CA-1 #202, El Segundo, CA 90245, USA
Phone (310) 496-7377
Language http://www.monographwealth.com/
Directions
Merrill Lynch Wealth Management Advisor Rita Sethy
5 out of 5
Location 2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, USA
Phone (310) 536-1620
Language https://fa.ml.com/california/el-segundo/rvsg
Directions
Merrill Lynch Wealth Management Advisor Shawn Soroush
Location 2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, USA
Phone (310) 536-1636
Language https://fa.ml.com/california/el-segundo/soroush
Directions
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 1960 E Grand Ave, El Segundo, CA 90245, USA
Phone (310) 726-1170
Language https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic
Directions
Clarity Wealth Management Group Inc.
Location 2121 Rosecrans Ave # 3385, El Segundo, CA 90245, USA
Phone (310) 662-0000
Language http://claritywm.com/
Directions
Wealth Management in El Segundo, CA

Where Wealth Management Advisors in El Segundo, CA Serve

El Segundo, CA is a bustling city located in Los Angeles County, with a rich history and a plethora of landmarks to explore. One of the most prominent landmarks in the city is the Chevron Refinery, which has been a major employer in the area for decades. Speaking of employers, El Segundo is home to some of the top companies in the world, including Mattel, Raytheon, and Aerospace Corporation. If you're looking to get around town, you'll find that El Segundo is conveniently located near several major highways and streets, including the 405 and 105 freeways, as well as Sepulveda Boulevard and Aviation Boulevard. These roads make it easy to get to neighboring cities like Manhattan Beach, Hermosa Beach, and Redondo Beach. As for neighborhoods, El Segundo has a little something for everyone. From the quaint and charming Smoky Hollow district to the bustling downtown area, there's always something to see and do in this vibrant city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

El Segundo, CA is a bustling city with a population of approximately 16,000 people. As a result, residents of this city require the services of a bank to help them manage their finances effectively. One of the most common ways that a bank can assist residents of El Segundo is by providing them with access to personal and business loans. Given the city's proximity to the Los Angeles International Airport and the presence of several large corporations, many residents may require loans to start or expand their businesses. Additionally, a bank can help residents of El Segundo manage their finances by offering them savings accounts, checking accounts, and credit cards. These services can help residents save money, manage their expenses, and build their credit scores. Furthermore, a bank can provide residents with financial advice and guidance on how to invest their money wisely. Given the complexity of the financial world, this guidance can be invaluable for residents who want to make informed decisions about their finances.

Insurance Broker

Residents of El Segundo, CA can benefit from the services of an insurance broker in numerous ways. One specific example is the broker's ability to navigate the complex and often confusing insurance market to find the best coverage options for El Segundo's unique coastal and industrial community. With the city's proximity to the Pacific Ocean and the presence of major aerospace and tech companies, residents may require specialized insurance policies to protect against potential risks such as flooding, earthquakes, and cyber attacks. An insurance broker can help residents understand their coverage options and tailor policies to meet their specific needs, ensuring that they are adequately protected in the event of an unexpected event. Additionally, a broker can provide guidance on cost-effective insurance solutions, helping residents save money while still receiving comprehensive coverage. Overall, an insurance broker can be an invaluable resource for residents of El Segundo, CA, providing peace of mind and financial security in an ever-changing world.

Retirement Planning

Residents of El Segundo, CA could greatly benefit from the expertise of a retirement planner. With its proximity to Los Angeles, many residents of El Segundo work in the entertainment industry and may have unique financial situations that require specialized planning. Additionally, El Segundo is home to several major corporations, such as Boeing and Chevron, which can offer employees various retirement plans and benefits. A retirement planner can help residents navigate these options and make informed decisions about their future. Furthermore, with the high cost of living in Southern California, it is important for residents to have a solid retirement plan in place to ensure financial security in their later years. A retirement planner can assist in creating a comprehensive plan that takes into account factors such as healthcare costs and inflation, as well as any specific goals or aspirations for retirement, such as travel or starting a small business. Overall, residents of El Segundo can greatly benefit from the guidance and expertise of a retirement planner to help them achieve their financial goals and secure a comfortable retirement.

Financial Advisor

Residents of El Segundo, CA could benefit from the expertise of a financial advisor in numerous ways. With the cost of living in El Segundo being higher than the national average, a financial advisor could help residents develop a budget that aligns with their financial goals. Additionally, with the city being home to many technology and aerospace companies, a financial advisor could provide guidance on investing in these industries. Moreover, a financial advisor could help residents navigate the complexities of California tax laws and ensure that they are maximizing their tax savings. Overall, a financial advisor can provide invaluable support to residents of El Segundo, helping them to make informed financial decisions and secure their financial future.

Mortgage Loan Officer

Residents of El Segundo, CA can greatly benefit from the assistance of a mortgage loan officer in several ways. Firstly, given that El Segundo is home to several aerospace and technology companies, the cost of living in the city can be relatively high. A mortgage loan officer can help residents secure a mortgage loan with favorable terms and interest rates, allowing them to purchase a home in the city without breaking the bank. Additionally, El Segundo is known for its excellent schools, making it a desirable location for families. A mortgage loan officer can help families secure a loan that fits their budget, allowing them to provide their children with a quality education. Finally, with the city's close proximity to the beach, many residents may be interested in purchasing a vacation home. A mortgage loan officer can help them navigate the process of purchasing a second home, ensuring that they make a sound financial decision.

Tax Services

Residents of El Segundo, CA can benefit from the expertise of a tax advisor in several ways. For starters, a tax advisor can help them navigate the complex tax laws and regulations that apply to their specific situation. This is particularly important in El Segundo, where many residents work in the aerospace and defense industries, which have unique tax implications. Additionally, a tax advisor can help residents identify deductions and credits they may be eligible for, such as those related to home ownership or charitable donations. They can also assist with tax planning, helping residents make strategic decisions to minimize their tax liability and maximize their financial resources. Overall, a tax advisor can be an invaluable resource for El Segundo residents looking to make the most of their finances and ensure compliance with the ever-changing tax landscape.

Estate Planning Lawyer

Residents of El Segundo, CA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Secondly, an estate planning lawyer can provide guidance on how to minimize tax liabilities and maximize the value of their estate. Additionally, residents of El Segundo, CA may need an estate planning lawyer to help them navigate the complexities of California's probate laws, which can be particularly challenging in this state. For example, El Segundo, CA is home to a large number of small business owners who may need help creating a succession plan for their business in the event of their death. An estate planning lawyer can provide invaluable assistance in this regard, helping them ensure their business continues to thrive even after they're gone.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in El Segundo, CA are comprehensive and tailored to meet the unique needs of the client. The manager can provide investment advice, tax planning, estate planning, and retirement planning. They can also help clients with risk management and insurance planning. El Segundo, CA is a city that is home to many successful businesses, including aerospace and technology companies. As a result, a wealth manager in El Segundo, CA has the expertise to help clients navigate the complexities of managing wealth in these industries. The manager can provide advice on stock options, executive compensation, and other unique financial considerations that are specific to these industries. With their bursty and complex approach, they can help clients achieve their financial goals and secure their financial future.

El Segundo, CA is the ultimate destination for anyone seeking a wealth manager. This city is home to a plethora of financial institutions that offer top-notch wealth management services. With its booming economy, El Segundo presents a unique opportunity for wealth managers to help clients grow their wealth and achieve their financial goals. The city's strategic location, situated near Los Angeles International Airport and major highways, makes it an ideal hub for businesses and investors. Additionally, El Segundo boasts a diverse and highly educated population, providing wealth managers with a broad client base with varying financial needs. The city's robust infrastructure, including state-of-the-art technology and cutting-edge financial tools, enables wealth managers to provide comprehensive and personalized financial solutions to their clients. Therefore, El Segundo, CA is the perfect place for anyone looking to secure their financial future and work with a knowledgeable and experienced wealth manager.