Wealth Management in Los Angeles County, CA

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List of Firms

Los Angeles County, CA Wealth Management Firms

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Los Angeles, CA Private Wealth Management - UBS Financial Services Inc.
5 out of 5
Location 2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067, USA
Phone (888) 843-6991
Directions
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EFC Wealth Management Firm
4 out of 5
Location 5777 W Century Blvd #985, Los Angeles, CA 90045, USA
Phone (310) 645-0001
Directions
SEC File# 801-112159
CRD# 291155
Location 1901 Avenue of the Stars #1901, Los Angeles, CA 90067, USA
Phone (424) 371-9010
Time Monday: 6:00 AM – 5:00 PM Tuesday: 6:00 AM – 5:00 PM Wednesday: 6:00 AM – 5:00 PM Thursday: 6:00 AM – 5:00 PM Friday: 6:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Century City Wealth Management, LLC
Location 1901 Avenue of the Stars fl 2, Los Angeles, CA 90067, USA
Phone (310) 461-1318
Directions
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Trapani Calvert Wealth Management & Insurance Services
Location 515 Flower Street 34th Floor, Los Angeles, CA 90071, USA
Phone (213) 243-7047
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Private Wealth Management | U.S. Bank
Location 633 W 5th St 29th Floor, Los Angeles, CA 90071, USA
Phone (213) 615-6535
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Goldman Sachs & Co
SEC File# 801-16048
CRD# 361
4 out of 5
Location Fox Plaza, 2121 Avenue of the Stars #2600, Los Angeles, CA 90067, USA
Phone (310) 407-5700
Directions
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Merrill Lynch Wealth Management Advisor Steven P Selig
Location 333 S Hope St 39th Floor, Los Angeles, CA 90071, USA
Phone (213) 787-8734
Directions
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Deutsche Bank Wealth Management
Location 1999 Avenue of the Stars, Los Angeles, CA 90067, USA
Phone (310) 788-6261
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RBC Wealth Management Branch - Los Angeles
Location 555 Flower St 22nd Floor, Los Angeles, CA 90071, USA
Phone (213) 266-4603
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Wolman Wealth Management
Location Los Angeles, CA 90025, USA
Phone (310) 234-1992
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Prospera Financial Services Inc
4 out of 5
Location 5429 Lyndon B Johnson Fwy # 750, Dallas, TX 75240, USA
Phone (972) 581-3000
Directions
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Merrill Lynch Wealth Management Advisor Jonathan N. Sheffield
Location 333 S Hope St Suite 3900, Los Angeles, CA 90071, USA
Phone (213) 787-8735
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 444 Flower St 34th Fl, Los Angeles, CA 90071, USA
Phone (213) 486-8811
Directions
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SteelPeak Wealth
5 out of 5
Location 21650 W Oxnard St # 2300, Woodland Hills, CA 91367, USA
Phone (818) 835-8720
Directions
Wealth Management in Los Angeles County, CA

Where Wealth Management Advisors in Los Angeles County, CA Serve

Los Angeles County, located in Southern California, is a bustling metropolis known for its diverse culture, iconic landmarks, and thriving economy. From the Hollywood sign to the Santa Monica Pier, this county is home to some of the world's most recognizable landmarks. The top employers in Los Angeles County range from entertainment powerhouses like Disney and Warner Bros to healthcare giants like Kaiser Permanente and Cedars-Sinai. With a strong focus on technology and innovation, companies like SpaceX and Snapchat are also major players in the region. Navigating the county's vast network of highways and streets can be a daunting task, with the 405, 101, and 10 freeways being some of the busiest in the nation. However, the county's extensive public transportation system, including the Metro Rail and Bus systems, provide an efficient alternative for commuters and tourists alike. The county is divided into numerous neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Los Angeles County, CA can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With the county being home to over 10 million people, having a reliable financial institution to manage their finances is crucial. Additionally, banks can provide assistance to residents who are looking to purchase a home in one of the many diverse neighborhoods of Los Angeles County. With the county being the most populous in the United States, it can be overwhelming for residents to navigate the complex housing market. A bank can provide guidance and support in securing a mortgage and navigating the home buying process. Furthermore, banks in Los Angeles County can offer financial education and resources to help residents improve their financial literacy and make informed decisions about their money. This can be particularly helpful for those who are new to the area or those who are looking to improve their financial situation.

Insurance Broker

Residents of Los Angeles County, CA can benefit greatly from the services of an insurance broker. With the county's diverse population and sprawling urban landscape, navigating the insurance market can be a daunting task for many individuals. An insurance broker can provide valuable assistance in finding coverage that is tailored to the specific needs of each client, whether they are looking for health insurance, auto insurance, or home insurance. In a county where traffic accidents are a common occurrence, an insurance broker can help drivers find the best coverage to protect them in the event of an accident. Additionally, with the threat of wildfires and earthquakes, homeowners in Los Angeles County can benefit from the expertise of an insurance broker in finding the right coverage to protect their property. With so many insurance options available, an insurance broker can help residents of Los Angeles County navigate the complex landscape of insurance and find the coverage that best suits their needs.

Retirement Planning

Residents of Los Angeles County, CA can greatly benefit from the services of a retirement planner. With a population of over 10 million people, Los Angeles County is one of the most populous counties in the United States. This means that there are a large number of people who are nearing retirement age or are already retired and need assistance in planning for their future. A retirement planner can help these individuals navigate the complex world of retirement planning, including providing advice on investment strategies, tax planning, and estate planning. Additionally, with the high cost of living in Los Angeles County, it is important for residents to have a retirement plan that takes into account the unique financial challenges of living in this area. A retirement planner can help residents of Los Angeles County create a customized plan that meets their individual needs and helps them achieve their retirement goals.

Financial Advisor

Residents of Los Angeles County, CA can benefit from the guidance of a financial advisor in numerous ways. For instance, a financial advisor can help them navigate the complex tax laws that are specific to California and Los Angeles County. With a thorough understanding of the tax code, a financial advisor can help residents minimize their tax liabilities and maximize their refunds. Additionally, a financial advisor can assist residents in creating a comprehensive financial plan that takes into account the high cost of living in Los Angeles County. By working with a financial advisor, residents can develop a plan that helps them achieve their financial goals, such as buying a home or saving for retirement, while also accounting for the unique expenses associated with living in one of the most expensive counties in the United States. Overall, the guidance of a financial advisor can help residents of Los Angeles County achieve financial security and peace of mind in a complex and expensive environment.

Mortgage Loan Officer

Residents of Los Angeles County, CA can benefit from the assistance of a mortgage loan officer in numerous ways. One of the most common ways a mortgage loan officer can help residents of Los Angeles County is by providing guidance on the unique housing market conditions of the area. Los Angeles County is known for its high housing prices, which can make it difficult for residents to afford a home. A mortgage loan officer can help residents navigate the competitive housing market and provide advice on the best mortgage options available to them. Additionally, a mortgage loan officer can help residents with the complex application process, ensuring that all necessary documents are submitted correctly and on time. With the help of a mortgage loan officer, residents of Los Angeles County can achieve their dream of homeownership and secure a stable financial future for themselves and their families.

Tax Services

Residents of Los Angeles County, CA can benefit greatly from the services of a tax advisor. With a population of over 10 million people, Los Angeles County is the most populous county in the United States. This means that there are countless tax laws and regulations that residents must navigate. A tax advisor can help residents understand these laws and regulations and ensure that they are in compliance with them. Additionally, Los Angeles County is home to many small businesses and entrepreneurs who may need guidance on tax planning and strategy. A tax advisor can help these individuals minimize their tax liability and maximize their profits. Finally, with the high cost of living in Los Angeles County, many residents may be eligible for tax credits and deductions that they are not aware of. A tax advisor can help identify these opportunities and ensure that residents are taking advantage of them. Overall, a tax advisor can be an invaluable resource for residents of Los Angeles County looking to navigate the complex world of taxes.

Estate Planning Lawyer

Los Angeles County, CA is home to millions of residents and is known for its diverse population and bustling economy. An estate planning lawyer can be of great help to residents of this county in several ways. For instance, the lawyer can assist in creating a comprehensive estate plan that takes into account the unique laws and regulations of the state of California. This plan can help to ensure that the client's assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help clients to minimize estate taxes and avoid probate, which can be a lengthy and expensive process in Los Angeles County. The lawyer can also provide guidance on how to protect assets from potential creditors and lawsuits, which is especially important in a county with a high cost of living and a thriving business community.

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