Best Financial Advisors in Palos Verdes Estates, CA

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Palos Verdes Estates, CA Fiduciary Financial Advisors

SEC File# 801-69102
CRD# 146959
Location 425 Vía Corta # 204, Palos Verdes Estates, CA 90274, USA
Phone (310) 421-2141
Directions
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Dividend Growth Partners
Location 716 Yarmouth Rd Suite 207, Palos Verdes Estates, CA 90274, USA
Phone (310) 997-0292
Directions
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Winkworth Wealth Strategies
5 out of 5
Location 27 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (310) 791-5599
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 801 Silver Spur Rd, Rolling Hills Estates, CA 90274, USA
Phone (310) 541-6433
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Financial Advisors | U.S. Bancorp Investments
Location 4350 Pacific Coast Hwy, Torrance, CA 90505, USA
Phone (310) 375-0892
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Arise Private Wealth
Location 550 Silver Spur Rd Suite 350, Rolling Hills Estates, CA 90275, USA
Phone (310) 270-9033
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Lee Capital Management
Location 43 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (310) 791-3888
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John Winkworth - Raymond James
5 out of 5
Location 27 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (310) 791-5599
Directions
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Edward Jones - Financial Advisor: Bradford C Dickson
SEC File# 801-3297
CRD# 250
Location 24520 Hawthorne Blvd Suite 120, Torrance, CA 90505, USA
Phone (310) 378-2463
Directions
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Edward Jones - Financial Advisor: Vince Fierro
Location 129 Palos Verdes Blvd Suite 102, Redondo Beach, CA 90277, USA
Phone (310) 375-0978
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Merrill Lynch Wealth Management Advisor Nathan A Lee
Location 608 Silver Spur Rd 2nd floor, Rolling Hills Estates, CA 90274, USA
Phone (310) 265-2321
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Stockdale Investment Group
Location 655 Deep Valley Dr, Rolling Hills Estates, CA 90274, USA
Phone (310) 544-7865
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Neil Fujita - RBC Wealth Management Financial Advisor
Location 608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, USA
Phone (310) 683-6691
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Wells Fargo Advisors
5 out of 5
Location 500 Silver Spur Rd Suite 300, Rolling Hills Estates, CA 90275, USA
Phone (310) 377-1942
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Edward Jones - Financial Advisor: Bryan P Hori, AAMS™
SEC File# 801-3297
CRD# 250
Location 501 Deep Valley Dr Suite 210, Rolling Hills Estates, CA 90274, USA
Phone (310) 377-3284
Directions
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Jeff DeLarme - Raymond James
Location 58 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (424) 250-1725
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Merrill Lynch Wealth Management Advisor Julia Maricich Darud
Location 608 Silver Spur Rd 2nd floor, Rolling Hills Estates, CA 90274, USA
Phone (310) 265-2322
Directions
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Integrated Advisors Network, LLC
SEC File# 801-96203
CRD# 171991
Location 75 Malaga Cove Plaza Suite 11, Palos Verdes Estates, CA 90274, USA
Phone (855) 729-4222
Directions
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Edward Jones - Financial Advisor: Gregory A Taylor
SEC File# 801-3297
CRD# 250
5 out of 5
Location 129 Palos Verdes Blvd Suite 102, Redondo Beach, CA 90277, USA
Phone (310) 375-0978
Directions
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Lea Okamura - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 716 Yarmouth Rd #209, Palos Verdes Estates, CA 90274, USA
Phone (424) 903-0377
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DeLarme Wealth Management, Inc.
Location 58 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (424) 250-1725
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Rob Robertshaw - RBC Wealth Management Financial Advisor
Location 608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, USA
Phone (310) 683-6705
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Vincent Woo - RBC Wealth Management Branch Director
Location 608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, USA
Phone (310) 683-6697
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James B Greene & Associates
Location 4 Stagecoach Rd, Rolling Hills Estates, CA 90274, USA
Phone (310) 544-9838
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Fullcourt Funding
Location 716 Yarmouth Rd, Palos Verdes Estates, CA 90274, USA
Phone (310) 540-4142
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Deborah Hines - Raymond James
Location 608 Silver Spur Rd Ste 380, Rolling Hills Estates, CA 90274, USA
Phone (310) 265-6078
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Branden Rubasky, CFP®
4 out of 5
Location 25500 Hawthorne Blvd #1140, Torrance, CA 90505, USA
Phone (310) 373-7351
Directions
Financial Advisors in Palos Verdes Estates, CA

Where Certified Financial Advisors in Palos Verdes Estates, CA Serve

Palos Verdes Estates, nestled in the scenic hills of Southern California, boasts a plethora of landmarks that are sure to leave visitors in awe. From the stunning Malaga Cove Plaza to the iconic Palos Verdes Golf Club, this city is a true gem. The top employers in the area include the Palos Verdes Peninsula Unified School District and the Terranea Resort, both of which offer excellent career opportunities. Major highways and streets in the area include the Pacific Coast Highway, Hawthorne Boulevard, and Palos Verdes Drive. The neighborhoods in Palos Verdes Estates are diverse and vibrant, ranging from the luxurious Lunada Bay to the charming Valmonte. With so much to see and do, it's no wonder why Palos Verdes Estates is such a beloved destination for locals and visitors alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Palos Verdes Estates, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and credit cards. However, what sets Palos Verdes Estates apart is the high demand for personalized and exclusive banking services. Many residents of this affluent community require tailored financial solutions that cater to their unique needs. As a result, banks in Palos Verdes Estates offer specialized services such as wealth management, private banking, and investment advisory services to meet the demands of their clients. With a focus on exceptional customer service and attention to detail, banks in Palos Verdes Estates provide residents with a level of banking expertise that is unmatched in other areas.

Insurance Broker

Residents of Palos Verdes Estates, CA can benefit from the services of an insurance broker in a variety of ways. One specific need for residents in this affluent community is coverage for high-value homes and possessions. An experienced insurance broker can help residents find policies that provide adequate protection for their luxurious homes, expensive jewelry, and other valuable assets. In addition, a broker can help residents navigate the complex world of insurance, ensuring that they understand their coverage options and can make informed decisions about their policies. With the help of an insurance broker, residents of Palos Verdes Estates can have peace of mind knowing that they are adequately protected against unexpected events.

Retirement Planning

Residents of Palos Verdes Estates, CA can benefit greatly from the services of a retirement planner. Palos Verdes Estates is a beautiful and affluent community located on the Palos Verdes Peninsula in Los Angeles County. The area is known for its high cost of living and expensive real estate, which can make it challenging for retirees to maintain their lifestyle without proper financial planning. A retirement planner can help residents of Palos Verdes Estates navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. They can also provide guidance on how to maximize Social Security benefits and create a comprehensive retirement income plan. With the help of a retirement planner, residents of Palos Verdes Estates can ensure that they have a solid financial plan in place to support their retirement goals and maintain their standard of living.

Wealth Management

Residents of Palos Verdes Estates, CA can benefit greatly from the services of a wealth manager. With a high median household income and a reputation for luxury living, many residents have accumulated significant wealth that they need help managing. A wealth manager can provide guidance on investment strategies, tax planning, estate planning, and more. Specifically, in Palos Verdes Estates, where many residents own multiple properties and have complex financial portfolios, a wealth manager can help navigate the unique challenges of this affluent community. With their expertise and experience, a wealth manager can help Palos Verdes Estates residents make sound financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Palos Verdes Estates, CA can benefit from the expertise of a mortgage loan officer in a number of ways. For example, a loan officer can help residents navigate the complex process of buying a home in Palos Verdes Estates, which is known for its high property values and competitive real estate market. Additionally, a loan officer can help residents secure a mortgage with favorable terms and interest rates, which can save them thousands of dollars over the life of their loan. Whether residents are first-time homebuyers or seasoned investors, a mortgage loan officer can provide valuable guidance and support throughout the home buying process in Palos Verdes Estates.

Tax Services

Residents of Palos Verdes Estates, CA could benefit greatly from the services of a tax advisor. One specific way a tax advisor could help is by navigating the complex tax laws surrounding property ownership in the area. Palos Verdes Estates is known for its luxurious homes and stunning views, which can come with hefty property taxes. A tax advisor can help residents understand their options for deductions and exemptions, as well as provide guidance on how to minimize tax liabilities. Additionally, a tax advisor can assist with estate planning and ensure that residents are taking advantage of all available tax benefits. With the help of a tax advisor, residents of Palos Verdes Estates can feel confident in their financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Palos Verdes Estates, CA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that ensures the smooth transfer of assets to their loved ones after they pass away. An estate planning lawyer can also help residents minimize estate taxes, avoid probate, and protect their assets from potential creditors. Moreover, Palos Verdes Estates, CA is known for its affluent residents, and an estate planning lawyer can help them navigate the complex legal and financial issues that come with high net worth. With the guidance of an experienced estate planning lawyer, residents of Palos Verdes Estates, CA can have peace of mind knowing that their assets and legacy are protected for future generations.

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