Best Financial Advisors in El Segundo, CA

We did the hard work of finding trustworthy partners in El Segundo, CA. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

El Segundo, CA Fiduciary Financial Advisors

SEC File# 801-47342
CRD# 13572
Location 200 N, CA-1, El Segundo, CA 90245, USA
Phone (800) 879-8100
Time Monday: 7:30 AM – 5:00 PM Tuesday: 7:30 AM – 5:00 PM Wednesday: 7:30 AM – 5:00 PM Thursday: 7:30 AM – 5:00 PM Friday: 7:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Onishi & Associates - Ameriprise Financial Services, LLC
Location 205 E El Segundo Blvd, El Segundo, CA 90245, USA
Phone (310) 496-5560
Directions
Gruver Wealth Management of Wells Fargo Advisors
Location 2321 Rosecrans Ave #2275, El Segundo, CA 90245, USA
Phone (310) 725-2267
Directions
Carl Davis - Financial Advisor, Ameriprise Financial Services, LLC
Location 2301 Rosecrans Ave #4195, El Segundo, CA 90245, USA
Phone (424) 375-7001
Directions
Morgan Stanley Financial Advisors
Location 2141 Rosecrans Ave #3100, El Segundo, CA 90245, USA
Phone (310) 727-9533
Directions
Reliant Wealth Solutions
Location 2321 Rosecrans Ave Ste 3260, El Segundo, CA 90245, USA
Phone (424) 217-7730
Directions
Financial Advisors in El Segundo, CA

Where Certified Financial Advisors in El Segundo, CA Serve

El Segundo, CA is a vibrant city situated in the South Bay region of Los Angeles County. It is home to a plethora of landmarks, including the Los Angeles Lakers' training facility, the Aerospace Walk of Honor, and the Automobile Driving Museum. The city's top employers include Mattel, Chevron, and Raytheon, making it a hub for industry and innovation. Major highways and streets like the 405, the 105, and Sepulveda Boulevard connect El Segundo to neighboring cities and beyond. The city boasts several unique neighborhoods, such as the quaint and quiet Smoky Hollow and the bustling and eclectic Downtown district. With its rich history and diverse community, El Segundo is a must-visit destination for anyone looking for an authentic Southern California experience.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of El Segundo, CA have plenty of options when it comes to banking services. From national banks like Bank of America and Wells Fargo to local credit unions like South Bay Credit Union, there are plenty of choices for residents to choose from. One unique feature of El Segundo is that it is home to many aerospace and technology companies, including SpaceX and Raytheon. As a result, many banks in the area offer specialized services for these industries, such as business loans and investment opportunities. Additionally, with El Segundo being a small, tight-knit community, many banks offer personalized service and local decision-making, making banking a more personal and community-focused experience.

Insurance Broker

Residents of El Segundo, CA can benefit from the services of an insurance broker in several ways. One of the most common ways is by helping them navigate the complex healthcare system in the city. El Segundo is home to several healthcare providers, including the El Segundo Medical Center and the El Segundo Family Health Center. An insurance broker can help residents choose the right healthcare plan that meets their needs and budget. Additionally, an insurance broker can help residents protect their homes and vehicles from natural disasters, which are common in El Segundo due to its proximity to the Pacific Ocean. Overall, an insurance broker can help residents of El Segundo, CA make informed decisions about their insurance needs and provide them with peace of mind.

Retirement Planning

Residents of El Segundo, CA can benefit greatly from the services of a retirement planner. With a high cost of living and a competitive job market, many individuals in El Segundo may struggle to save for retirement on their own. A retirement planner can provide guidance on how to maximize retirement savings, create a personalized retirement plan, and ensure that individuals are on track to meet their financial goals. Additionally, El Segundo is home to a large number of aerospace and technology companies, which often offer complex retirement plans and benefits. A retirement planner can help residents navigate these plans and make informed decisions about their retirement savings. Overall, a retirement planner can provide invaluable support to residents of El Segundo, helping them achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of El Segundo, CA could benefit from the guidance of a wealth manager in a variety of ways. For instance, a wealth manager could help individuals in this area navigate the local real estate market, which can be highly competitive and expensive. Additionally, a wealth manager could assist El Segundo residents in creating a personalized investment strategy that takes into account their unique financial goals and risk tolerance. With the help of a wealth manager, individuals in El Segundo could also develop a comprehensive retirement plan that ensures they are financially secure in their golden years. Overall, a wealth manager can provide valuable financial advice and support to the residents of El Segundo, helping them achieve their long-term financial objectives.

Mortgage Loan Officer

Residents of El Segundo, CA can benefit greatly from the services of a mortgage loan officer. One specific way that a loan officer can help is by providing guidance on the unique housing market in El Segundo. As a small beach town with a high demand for housing, El Segundo's real estate market can be challenging to navigate. A loan officer can help residents understand the current market conditions, find the best mortgage rates, and secure financing for their dream home. Additionally, a loan officer can assist with the paperwork and legal requirements of obtaining a mortgage, making the process much smoother and less stressful for residents. Overall, a mortgage loan officer can be an invaluable resource for those looking to buy a home in El Segundo.

Tax Services

Residents of El Segundo, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits for California state taxes. El Segundo residents may also need assistance with navigating the complex tax laws surrounding property taxes, especially given the high cost of living in the area. Additionally, a tax advisor can help residents plan for retirement by providing advice on tax-advantaged savings accounts and investment strategies. With the help of a knowledgeable tax advisor, El Segundo residents can ensure they are making the most of their financial resources and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of El Segundo, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of El Segundo is by assisting them in creating a comprehensive estate plan that takes into account the unique needs and circumstances of their family and assets. Given that El Segundo is a city with a growing population and a thriving business community, many residents may have complex financial situations that require specialized estate planning. An experienced estate planning lawyer can help residents navigate the legal complexities of estate planning, ensuring that their assets are protected and their loved ones are provided for in the event of their passing. Additionally, an estate planning lawyer can help residents with issues such as probate, trust administration, and tax planning, all of which can be particularly challenging in California.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in El Segundo, CA