Best Financial Advisors in Culver City, CA

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List of Firms

Culver City, CA Fiduciary Financial Advisors

SEC File# 801-109991
CRD# 157861
Location 5751 Buckingham Pkwy, Culver City, CA 90230, USA
Phone (310) 649-3000
Directions
SEC File# 801-10970
CRD# 6413
Location 5755 Uplander Way, Culver City, CA 90230, USA
Phone (310) 670-8900
Directions
SEC File# 801-113280
CRD# 110279
Location 9696 Culver Blvd #208, Culver City, CA 90232, USA
Phone (310) 899-0606
Directions
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The Wealth Code
Location 100 Corporate Pointe, Culver City, CA 90230, USA
Phone (310) 410-8341
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Humanitas Advisors
Location 400 Corporate Pointe Suite 300, Culver City, CA 90230, USA
Phone (888) 482-4922
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American Corporate Finance Inc.
Location 10736 Jefferson Blvd #617, Culver City, CA 90230, USA
Phone (323) 272-6749
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Revere Financial Corporation
Location Culver City, CA 90232, USA
Phone (310) 836-7209
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J E Holdings Inc
Location 9061 Krueger St, Culver City, CA 90232, USA
Phone (310) 837-3100
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Beck George N
Location 400 Corporate Pointe, Culver City, CA 90230, USA
Phone (310) 590-4540
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Created Wealth Advisory
SEC File# 801-117226
CRD# 305145
Location 4081 Redwood Ave, Los Angeles, CA 90066, USA
Phone (310) 601-4262
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Allstate Personal Financial Representative: Tracy Shannon
Location 11445 Jefferson Blvd, Culver City, CA 90230, USA
Phone (714) 343-7711
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Hatley Financial
Location 10736 Jefferson Blvd, Culver City, CA 90230, USA
Phone (888) 562-7770
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One World Financial & Insurance Services
Location 10170 Culver Blvd, Culver City, CA 90232, USA
Phone (310) 558-4440
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Whalen Financial Planning
Location 13101 Washington Blvd #237, Los Angeles, CA 90066, USA
Phone (424) 258-4398
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Eddie Chan - Financial Advisor, Ameriprise Financial Services, LLC
Location 6080 Center Dr Ste 600, Los Angeles, CA 90045, USA
Phone (424) 289-2632
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Thompson Wealth Management
Location 400 Corporate Pointe, Culver City, CA 90230, USA
Phone (310) 319-5353
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Estate Financial Services
Location 4430 Overland Ave, Culver City, CA 90230, USA
Phone (310) 558-3248
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Lumen Wealth Group
Location 10000 Washington Blvd fl 6, Culver City, CA 90232, USA
Phone (424) 330-2323
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Edward Jones - Financial Advisor: Deborah D Der-Hammett, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10125 Washington Blvd Ste 101, Culver City, CA 90232, USA
Phone (310) 253-9194
Directions
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Safe Landing Financial
5 out of 5
Location 9415 Culver Blvd #33, Culver City, CA 90232, USA
Phone (512) 662-1835
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Wolman Wealth Management
5 out of 5
Location 4208 Overland Ave, Culver City, CA 90230, USA
Phone (310) 234-1992
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Century Financial Management
Location 4360 Sepulveda Blvd, Culver City, CA 90230, USA
Phone (310) 313-5700
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The Best Service Company
2 out of 5
Location 6700 S Centinela Ave Floor 3, Culver City, CA 90230, USA
Phone (877) 237-8500
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Shael B. Jacobson, C.P.A.
5 out of 5
Location 11520 Jefferson Blvd Suite #224, Culver City, CA 90230, USA
Phone (310) 475-5910
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Bricks & Mortar Capital
1 out of 5
Location Culver City, CA 90230, USA
Phone (310) 876-0000
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Pathway Financial Services, LLC
5 out of 5
Location 13101 Washington Blvd #241, Los Angeles, CA 90066, USA
Phone (310) 432-6067
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Luis Toledo, Financial Consultant-PHP People Helping People
Location 8673 Hayden Pl, Culver City, CA 90232, USA
Phone (510) 394-7578
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LPW CPAs
5 out of 5
Location 4217 Sepulveda Blvd, Culver City, CA 90230, USA
Phone (310) 385-8750
Directions
Financial Advisors in Culver City, CA

Where Certified Financial Advisors in Culver City, CA Serve

Nestled in the heart of Los Angeles County, Culver City boasts a rich history and vibrant culture. Home to iconic landmarks like Sony Pictures Studios and the historic Culver Hotel, this city is a hub for entertainment and creativity. Culver City is also a major economic player, with top employers including Amazon Studios, Apple, and the Culver City Unified School District. The city is easily accessible via major highways like the 10 and 405, and its bustling streets are lined with diverse neighborhoods like Downtown Culver City, Fox Hills, and Blair Hills. With its unique blend of history, innovation, and community, Culver City is a must-see destination for visitors and residents alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Culver City, CA are serviced by banks in a variety of ways. The most common services include personal checking and savings accounts, loans for homes and cars, credit cards, and online banking. One specific thing about Culver City that sets it apart from other cities is its vibrant arts and culture scene. Many banks in the area offer special programs and services for artists and creatives, such as low-interest loans for art projects or grants for emerging artists. Additionally, Culver City is home to many small businesses, and banks in the area often provide specialized services for entrepreneurs, such as business loans and merchant services. Overall, banks in Culver City are dedicated to meeting the unique needs of the community and helping residents achieve their financial goals.

Insurance Broker

Residents of Culver City, CA can benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help residents find the right insurance coverage for their specific needs, whether it be for their home, car, or health. With Culver City being located in earthquake-prone Southern California, an insurance broker can also help residents navigate the complexities of earthquake insurance and ensure they are adequately covered in the event of a natural disaster. Additionally, an insurance broker can assist residents in finding affordable insurance options and help them understand the intricacies of their policies. Overall, an insurance broker can provide invaluable guidance and support to residents of Culver City, helping them protect their assets and plan for the future.

Retirement Planning

Residents of Culver City, CA can benefit from the services of a retirement planner in a number of ways. For starters, a retirement planner can help them navigate the complicated process of planning for retirement, which can be especially daunting in a city like Culver City where the cost of living is high. A retirement planner can help residents develop a personalized savings plan that takes into account their unique financial situation and goals, as well as any specific challenges they may face in achieving those goals. Additionally, a retirement planner can help residents understand the various retirement savings options available to them, such as IRAs and 401(k)s, and help them choose the ones that are best suited to their needs. Overall, a retirement planner can provide invaluable guidance and support to Culver City residents as they work to secure their financial future.

Wealth Management

Residents of Culver City, CA could benefit from the assistance of a wealth manager in a variety of ways. For example, with the high cost of living in the Los Angeles area, many residents may struggle to save for retirement or invest in their future. A wealth manager could help these individuals create a personalized financial plan and investment strategy that takes into account their unique goals and financial situation. Additionally, Culver City is home to many small business owners and entrepreneurs who may need guidance on managing their finances and growing their businesses. A wealth manager could provide valuable advice and support in these areas, helping these individuals make informed decisions and achieve long-term financial success. Overall, a wealth manager can be a valuable resource for anyone looking to build wealth, plan for the future, and achieve their financial goals in Culver City and beyond.

Mortgage Loan Officer

Residents of Culver City, CA can benefit greatly from the services of a mortgage loan officer. These professionals can provide guidance and support to those looking to purchase a home or refinance an existing mortgage. With the high cost of living in Culver City, a mortgage loan officer can help residents navigate the complex and competitive real estate market to find affordable housing options. They can also assist with securing the best interest rates and loan terms, which can save residents thousands of dollars over the life of their mortgage. Additionally, a mortgage loan officer can help residents understand the unique local regulations and requirements for purchasing a home in Culver City, ensuring a smooth and successful transaction.

Tax Services

Residents of Culver City, CA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on state and local taxes. In Culver City, for example, residents may be eligible for tax breaks on home improvements that increase energy efficiency, such as solar panel installations. A tax advisor can help residents navigate the complex rules and regulations surrounding these deductions and ensure they are taking advantage of all available tax incentives. Additionally, a tax advisor can assist with tax planning strategies, minimizing tax liabilities, and ensuring compliance with state and federal tax laws. By working with a tax advisor, residents of Culver City can feel confident that they are making informed decisions about their finances and maximizing their tax savings.

Estate Planning Lawyer

Residents of Culver City, CA can benefit greatly from the services of an estate planning lawyer. One specific area where an estate planning lawyer can help is in ensuring that residents' assets are protected in the event of incapacity or death. Culver City is a bustling city with a diverse population and a thriving economy. With so much going on, it can be easy for residents to overlook the importance of estate planning. However, an estate planning lawyer can help residents create a comprehensive plan that addresses their unique needs and circumstances. This can include drafting wills and trusts, establishing powers of attorney, and creating advance directives for healthcare. By working with an estate planning lawyer, residents of Culver City can have peace of mind knowing that their assets and loved ones will be taken care of in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Culver City, CA