Retirement Planning in Hermosa Beach, CA

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Top Retirement Planners in Hermosa Beach, CA

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Advanced Planning Solutions, Inc.
5 out of 5
Location 225 Ave I #201, Redondo Beach, CA 90277, USA
Phone (310) 792-2424
Directions
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Edward Jones - Financial Advisor: Jeanie Alessandrini, CRPC®
SEC File# 801-3297
CRD# 250
Location 555 Pier Ave Suite 2, Hermosa Beach, CA 90254, USA
Phone (310) 372-0850
Directions
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TRG Financial Corporation
Location 329 CA-1, Hermosa Beach, CA 90254, USA
Phone (310) 798-6135
Directions
SEC File# 801-14263
CRD# 105253
Location 200 Pier Ave #227, Hermosa Beach, CA 90254, USA
Phone (424) 327-8880
Directions
SEC File# 801-10970
CRD# 6413
Location 111 N Sepulveda Blvd, Manhattan Beach, CA 90266, USA
Phone (310) 372-5092
Directions
SEC File# 801-120791
CRD# 291834
Location 302 W Grand Ave #3, El Segundo, CA 90245, USA
Phone (424) 218-6774
Directions
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EZep Financial & Insurance Services
5 out of 5
Location 1601 CA-1, Hermosa Beach, CA 90254, USA
Phone (310) 698-0703
Directions
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Reef Wealth Management
Location 880 Apollo St Ste 302, El Segundo, CA 90245, USA
Directions
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South Bay Estate Planning Council
Location 1145 6th St, Hermosa Beach, CA 90254, USA
Phone (310) 375-6300
Directions
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Sunrise of Hermosa Beach
4 out of 5
Location 1837 Pacific Coast Hwy, CA-1, Hermosa Beach, CA 90254, USA
Phone (310) 937-0959
Directions
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Life Event Financial
Location 3655 Torrance Blvd Ste 343, Torrance, CA 90503, USA
Phone (424) 204-5735
Directions
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Hermosa Beach Planning Division
4 out of 5
Location 1315 Valley Dr, Hermosa Beach, CA 90254, USA
Phone (310) 318-0242
Directions
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Henderson Wealth Management
SEC File# 801-69511
CRD# 125112
5 out of 5
Location 565 Pier Ave, Hermosa Beach, CA 90254, USA
Phone (310) 491-7045
Directions
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Signature Estate & Investment Advisors, LLC
4 out of 5
Location 1848 S Elena Ave Suite 100, Redondo Beach, CA 90277, USA
Phone (888) 789-8393
Directions
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Bright Financial Planning
5 out of 5
Location 2790 Skypark Dr, Torrance, CA 90505, USA
Phone (310) 257-0751
Directions
Retirement Planning in Hermosa Beach, CA

About Hermosa Beach, CA for Those Planning to Retire

Nestled in the heart of Los Angeles County, Hermosa Beach, CA is a picturesque coastal city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From its stunning beaches to its vibrant nightlife and everything in between, Hermosa Beach is a true gem of Southern California. Some of the city's most notable landmarks include the Hermosa Beach Pier, which offers breathtaking views of the Pacific Ocean and is home to a variety of shops, restaurants, and entertainment venues. Other notable landmarks include the Beach House, which is a historic beachfront property that has been converted into a community center, and the Hermosa Beach Community Theater, which hosts a variety of cultural events throughout the year. In terms of top employers, Hermosa Beach is home to a number of thriving businesses, including technology companies like GoGuardian and Beachbody, as well as hospitality and retail businesses like the Shade Hotel and Spyder Surf.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Hermosa Beach, CA can benefit from a bank in several ways. Firstly, the bank can provide financial assistance to small businesses located in Hermosa Beach, which is a hub for entrepreneurs and startups. Secondly, the bank can offer competitive mortgage rates to residents who are looking to purchase a home in the area, which is known for its high property values. Additionally, the bank can provide investment advice to residents who are looking to grow their wealth, given the affluent nature of the city. Moreover, the bank can offer banking services that cater to the beach lifestyle of Hermosa Beach, such as online banking and mobile deposits, which can be useful for residents who are constantly on-the-go. Overall, a bank can play a crucial role in supporting the financial needs of the residents of Hermosa Beach, CA.

Insurance Broker

Residents of Hermosa Beach, CA can benefit from the expertise of an insurance broker in a variety of ways. With the city's prime location along the coast and its abundance of outdoor activities, residents may require specialized insurance coverage for water sports, such as surfing and paddleboarding. Additionally, with the high cost of living in the area, an insurance broker can assist residents in finding affordable health insurance plans that meet their specific needs. Furthermore, with the threat of natural disasters such as earthquakes and wildfires, an insurance broker can help residents obtain comprehensive coverage that protects their homes and personal belongings. By working with an insurance broker, residents of Hermosa Beach can have peace of mind knowing that they are adequately protected in the event of an unexpected event.

Wealth Management

Residents of Hermosa Beach, CA could greatly benefit from the expertise of a wealth manager. With its stunning beaches and vibrant nightlife, Hermosa Beach is a popular destination for tourists and locals alike. However, the cost of living in this affluent community can be quite high, making it challenging for residents to manage their finances effectively. A wealth manager can help residents navigate the complexities of the local economy, including the high cost of real estate, taxes, and other expenses. They can also provide guidance on investment strategies, retirement planning, and estate planning, helping residents to build and preserve their wealth over the long term. By working with a wealth manager, residents of Hermosa Beach can enjoy the benefits of living in this beautiful community without sacrificing their financial security.

Financial Advisor

Residents of Hermosa Beach, CA can benefit from the expertise of a financial advisor in numerous ways. Firstly, the high cost of living in the city can be overwhelming for many, and a financial advisor can help them create a budget and manage their expenses effectively. Additionally, Hermosa Beach is a popular tourist destination, and many residents may have investment opportunities in the hospitality industry. A financial advisor can guide them through the intricacies of investing in this sector and help them make informed decisions. Furthermore, Hermosa Beach is located in an earthquake-prone area, and residents may need to consider insurance policies and other financial preparations for such emergencies. A financial advisor can assist them in developing a comprehensive disaster plan and ensure that their finances are secure in case of any unforeseen events. Overall, a financial advisor can provide valuable insights and support to residents of Hermosa Beach, CA, to help them achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Hermosa Beach, CA can greatly benefit from the services of a mortgage loan officer. With the high cost of living in this affluent coastal community, many residents may require assistance in securing a mortgage to purchase their dream home. The mortgage loan officer can help them navigate the complex process of applying for and obtaining a mortgage, which can be particularly challenging in a competitive housing market like Hermosa Beach. Additionally, the loan officer can provide valuable insights into the local real estate market and help borrowers find the best loan options to fit their unique financial needs. With their expertise and guidance, residents of Hermosa Beach can feel confident in their ability to secure a mortgage and achieve their homeownership goals.

Tax Services

Residents of Hermosa Beach, CA can greatly benefit from the services of a tax advisor in a multitude of ways. One specific example is navigating the complexities of California state tax laws, which can be particularly confusing for those who are not well-versed in them. A tax advisor can provide guidance on deductions and credits that are unique to California, such as the California Earned Income Tax Credit, which can provide significant financial relief to low-income residents. Additionally, Hermosa Beach is known for its thriving small business community, and a tax advisor can assist business owners with tax planning and compliance, helping them to avoid costly mistakes and maximize their profits. Ultimately, a tax advisor can provide valuable insights and expertise that can help residents of Hermosa Beach to navigate the often-confusing world of taxes and ensure that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Hermosa Beach, CA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting a comprehensive estate plan that takes into account the unique laws and regulations of Hermosa Beach, CA. This would include the creation of a will, trust, and other legal documents that cater to the specific needs and requirements of Hermosa Beach residents. Additionally, an estate planning lawyer can advise on tax implications and asset protection strategies that are specific to Hermosa Beach. With the city's proximity to the ocean and the high value of real estate in the area, residents may require specialized legal advice to ensure their assets are protected and their heirs are provided for. Ultimately, an estate planning lawyer can provide peace of mind to residents of Hermosa Beach, knowing that their affairs are in order and their loved ones are taken care of.

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