Best Financial Advisors in Beverly Hills, CA

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List of Firms

Beverly Hills, CA Fiduciary Financial Advisors

SEC File# 801-110200
CRD# 285229
Location 9465 Wilshire Blvd Suite 840, Beverly Hills, CA 90212, USA
Phone (877) 556-5550
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-10418
CRD# 705
Location 9595 Wilshire Blvd #300, Beverly Hills, CA 90212, USA
Phone (310) 285-4500
Directions
SEC File# 801-70103
CRD# 149777
3 out of 5
Location 9665 Wilshire Blvd Ste 600, Beverly Hills, CA 90212, USA
Phone (310) 285-2600
Directions
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AMA Financial Advisors
SEC File# 801-118105
CRD# 114030
Location 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA
Phone (424) 358-5410
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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John Halperin - UBS Financial Services Inc.
Location 131 S Rodeo Dr Suite 300, Beverly Hills, CA 90212, USA
Phone (310) 281-3800
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Edward Jones - Financial Advisor: Tho N Ngo, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 8383 Wilshire Blvd Ste 835, Beverly Hills, CA 90211, USA
Phone (323) 782-1732
Directions
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Merrill Lynch Wealth Management Advisor David Young
Location 9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, USA
Phone (310) 858-4824
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Beverly Drive Financial & Insurance Solutions
Location Beverly Drive Financial & Insurance Solutions, 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, USA
Phone (310) 285-0525
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Cohen Wealth Management - UBS Financial Services Inc.
Location 131 S Rodeo Dr Suite 300, Beverly Hills, CA 90212, USA
Phone (310) 859-5632
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Zamel Wealth Management Group - UBS Financial Services Inc.
Location 131 S Rodeo Dr Suite 300, Beverly Hills, CA 90212, USA
Phone (310) 281-4613
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AIO Fee Only Financial Advisors
SEC File# 801-118105
CRD# 114030
Location 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA
Phone (424) 358-5410
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Samuel Rad - Fiduciary Financial Advisor
4 out of 5
Location 226 S Beverly Dr Unit 200, Beverly Hills, CA 90212, USA
Phone (310) 935-4726
Directions
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Shawn Patt - RBC Wealth Management Financial Advisor
Location 9465 Wilshire Blvd #700, Beverly Hills, CA 90212, USA
Phone (310) 205-7773
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Luis Luna - RBC Wealth Management Financial Advisor
Location 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212, USA
Phone (310) 205-7733
Directions
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Canon J Price Inc
SEC File# 801-63046
CRD# 124038
Location 9701 Wilshire Blvd # 10, Beverly Hills, CA 90212, USA
Phone (310) 246-1200
Directions
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Edward Jones - Financial Advisor: Raymond Morrill
SEC File# 801-3297
CRD# 250
Location 8383 Wilshire Blvd #835, Beverly Hills, CA 90211, USA
Phone (323) 782-1732
Directions
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RBC Wealth Management Branch - Beverly Hills
SEC File# 801-13059
CRD# 31194
Location 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212, USA
Phone (310) 273-7600
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Jeffrey Horn - RBC Wealth Management Financial Advisor
Location 9465 Wilshire Blvd Suite 700, Beverly Hills, CA 90212, USA
Phone (310) 205-7784
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Merrill Lynch Wealth Management
Location 9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, USA
Phone (310) 858-1500
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TSG Wealth Management - Beverly Hills
Location 9595 Wilshire Blvd #400, Beverly Hills, CA 90212, USA
Phone (310) 997-0201
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Merrill Lynch Wealth Management Advisor Perry S Richards
Location 9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, USA
Phone (310) 858-4816
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Financial Advisors | U.S. Bancorp Investments
Location 9595 Wilshire Blvd, Beverly Hills, CA 90212, USA
Phone (310) 205-7535
Directions
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Acacia Wealth Advisors LLC
Location 245 S Beverly Dr, Beverly Hills, CA 90212, USA
Phone (310) 246-0520
Directions
Financial Advisors in Beverly Hills, CA

Where Certified Financial Advisors in Beverly Hills, CA Serve

Beverly Hills, CA is a world-renowned city located in Los Angeles County. It is home to many famous landmarks such as the iconic Beverly Hills sign, the Beverly Hills Hotel, and Rodeo Drive - a high-end shopping destination. The city is known for its luxurious lifestyle and celebrity residents. Top employers in Beverly Hills include the City of Beverly Hills, Beverly Hills Unified School District, and the Beverly Hills Hotel. The city has a thriving economy with a focus on entertainment, fashion, and tourism. Major highways in Beverly Hills include the 405 and 10 freeways, which provide easy access to other parts of Los Angeles. Streets such as Wilshire Boulevard and Sunset Boulevard are also major thoroughfares in the city. Beverly Hills is divided into several neighborhoods, each with its own unique character. These include Beverly Hills Flats, Beverly Hills Gateway, and Beverly Hills Post Office. Each neighborhood offers a distinct lifestyle and housing options for residents.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Beverly Hills, CA have a wide variety of banking options available to them. Many of the major national banks have branches in the area, including Bank of America, Wells Fargo, and Chase. In addition, there are several local banks and credit unions that cater specifically to the Beverly Hills community. One unique aspect of banking in Beverly Hills is the emphasis on personalized service. Many banks in the area offer concierge-style banking, where customers can receive one-on-one attention from a dedicated banker. This level of service is particularly appealing to the high net worth individuals who call Beverly Hills home, as they often have complex financial needs that require specialized attention.

Insurance Broker

Residents of Beverly Hills, CA would greatly benefit from the services of an insurance broker. With the high cost of living in this affluent area, having the right insurance coverage is crucial to protecting one's assets and financial stability. An insurance broker can help residents navigate the complex world of insurance and find the policies that best meet their specific needs. Whether it's finding the right coverage for a luxury home or a high-end vehicle, or securing comprehensive health insurance, an insurance broker can provide invaluable guidance and support. Additionally, with Beverly Hills being a hub for entertainment and business, an insurance broker can help residents in these industries find specialized coverage that meets their unique needs.

Retirement Planning

Residents of Beverly Hills, CA could greatly benefit from the services of a retirement planner. With a median home value of over $3 million, many residents have accumulated significant wealth and assets that require careful planning for retirement. A retirement planner can help Beverly Hills residents navigate complex tax laws, maximize their Social Security benefits, and create a comprehensive retirement plan that takes into account their unique financial situation. Additionally, with the high cost of living in Beverly Hills, it is important for residents to ensure they have enough saved to maintain their lifestyle in retirement. A retirement planner can help residents set realistic goals and create a plan to achieve them, providing peace of mind and financial security for their future.

Wealth Management

Residents of Beverly Hills, CA have a unique set of financial challenges that can be expertly navigated by a wealth manager. With a median home value of $3.5 million and a high cost of living, it's essential for Beverly Hills residents to have a comprehensive financial plan in place. A wealth manager can assist with investment strategies, tax planning, and estate planning to ensure that residents are able to maintain their luxurious lifestyles while also securing their financial futures. Additionally, with the entertainment industry playing a significant role in the local economy, a wealth manager can provide specialized guidance on managing income streams from royalties, residuals, and other sources of entertainment-related income.

Mortgage Loan Officer

Residents of Beverly Hills, CA could greatly benefit from the assistance of a mortgage loan officer. One of the most common ways a mortgage loan officer can help Beverly Hills residents is by providing guidance and support throughout the home buying process. With the high cost of living in Beverly Hills, many residents may need to secure a mortgage loan in order to purchase a home. A mortgage loan officer can help residents navigate the complex process of obtaining a loan, including assessing their financial situation, finding the best loan options, and securing a competitive interest rate. Additionally, a mortgage loan officer can provide valuable insights into the local real estate market, including specific trends and opportunities in Beverly Hills.

Tax Services

Residents of Beverly Hills, CA can benefit greatly from the services of a tax advisor. With the high cost of living in this affluent area, tax planning and preparation can be especially complicated. A tax advisor can assist with minimizing tax liability, identifying deductions and credits, and ensuring compliance with local and state tax laws. Additionally, Beverly Hills residents often have complex financial portfolios, including investments in real estate, stocks, and businesses. A tax advisor can provide expert guidance on how to structure these investments to maximize tax benefits and minimize risk. With the help of a skilled tax advisor, residents of Beverly Hills can ensure that their finances are in order and that they are taking advantage of all possible tax benefits.

Estate Planning Lawyer

Residents of Beverly Hills, CA can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Beverly Hills residents is by creating a comprehensive estate plan that takes into account the unique assets and wealth of the area. With many residents owning high-value real estate, businesses, and other assets, it is important to have a plan in place to protect and distribute these assets in the event of incapacitation or death. An estate planning lawyer can also help ensure that the estate plan is in compliance with California state laws and regulations. Additionally, an estate planning lawyer can assist with creating trusts, drafting wills, and minimizing tax liabilities, all of which can be crucial for Beverly Hills residents who want to protect their wealth and assets for future generations.

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FAQs About Personal Financial Advisors in Beverly Hills, CA