Retirement Planning in El Segundo, CA

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Top Retirement Planners in El Segundo, CA

CFG Wealth Management
Location 400 Continental Blvd, El Segundo, CA 90245, USA
Phone (800) 884-5121
Directions
SEC File# 801-120791
CRD# 291834
Location 302 W Grand Ave #3, El Segundo, CA 90245, USA
Phone (424) 218-6774
Directions
SEC File# 801-80679
CRD# 173949
Location 830 South, CA-1 #202, El Segundo, CA 90245, USA
Phone (310) 496-7377
Directions
SEC File# 801-68490
CRD# 145363
Location 880 Apollo St #129, El Segundo, CA 90245, USA
Phone (310) 725-9102
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 2381 Rosecrans Ave # 350, El Segundo, CA 90245, USA
Phone (310) 379-3500
Directions
SEC File# 801-10970
CRD# 6413
Location 112 E Grand Ave, El Segundo, CA 90245, USA
Phone (310) 322-2426
Directions
Pier Avenue Wealth Management
Location 2321 Rosecrans Ave Ste 3260 B, El Segundo, CA 90245, USA
Phone (310) 534-0008
Directions
Weber Financial Services
5 out of 5
Location 222 N Sepulveda Blvd, El Segundo, CA 90245, USA
Phone (310) 364-5211
Directions
Sentinel Wealth Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2301 Rosecrans Ave #4195, El Segundo, CA 90245, USA
Phone (310) 220-2300
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Merrill Lynch Wealth Management Advisor Rita Sethy
5 out of 5
Location 2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, USA
Phone (310) 536-1620
Directions
Merrill Lynch Wealth Management
3 out of 5
Location 2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, USA
Phone (800) 777-0843
Directions
Reliant Wealth Solutions
Location 2321 Rosecrans Ave Ste 3260, El Segundo, CA 90245, USA
Phone (424) 217-7730
Directions
SEC File# 801-62557
CRD# 128590
Location 2301 Rosecrans Ave # 4150, El Segundo, CA 90245, USA
Phone (310) 566-1888
Directions
Jose Quintanilla - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 205 E El Segundo Blvd, El Segundo, CA 90245, USA
Phone (310) 496-5563
Directions
National Planning Corporation
Location 100 N Sepulveda Blvd Suite 1800, El Segundo, CA 90245, USA
Phone (888) 711-6720
Directions
Ryan Onishi - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 205 E El Segundo Blvd, El Segundo, CA 90245, USA
Phone (310) 496-5571
Directions
Robert A Smotherman - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 225 California St, El Segundo, CA 90245, USA
Phone (310) 220-2307
Directions
California Retirement Advisors
SEC File# 801-78089
CRD# 167658
4 out of 5
Location 898 N Pacific Coast Hwy #740, El Segundo, CA 90245, USA
Phone (310) 643-7472
Directions
SEC File# 801-108701
CRD# 285633
5 out of 5
Location 841 Apollo St #320, El Segundo, CA 90245, USA
Phone (424) 277-2260
Directions
Reef Wealth Management
Location 880 Apollo St Ste 302, El Segundo, CA 90245, USA
Directions
Onishi & Associates - Ameriprise Financial Services, LLC
Location 205 E El Segundo Blvd, El Segundo, CA 90245, USA
Phone (310) 496-5560
Directions
SEC File# 801-57510
CRD# 109329
5 out of 5
Location 909 N Pacific Coast Hwy Suite 235, El Segundo, CA 90245, USA
Phone (310) 207-5293
Directions
Jade Eagles - The WealthGarden f.s.
Location 1730 E Holly Ave Suite 838, El Segundo, CA 90245, USA
Phone (310) 896-5661
Directions
Fortner Wealth Management - UBS Financial Services Inc.
Location 2121 Rosecrans Ave #1300, El Segundo, CA 90245, USA
Phone (424) 301-3805
Directions
Retirement Planning in El Segundo, CA

About El Segundo, CA for Those Planning to Retire

El Segundo, CA is a vibrant city in Los Angeles County, home to numerous landmarks and top employers. The city is located along the Pacific Ocean, with easy access to major highways and streets. Some of the most notable landmarks in El Segundo include the Aerospace Walk of Honor, the El Segundo Museum of Art, and the Automobile Driving Museum. The city is also home to several major employers, including Chevron, Mattel, and Raytheon. El Segundo is conveniently located near several major highways, including the 105 and 405 freeways, as well as several major streets, such as Sepulveda Boulevard and Aviation Boulevard. The city is divided into several distinct neighborhoods, each with its own unique character and charm. Whether you're looking for a quiet suburban community or a bustling urban center, El Segundo has something to offer for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of El Segundo, CA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to those who want to start a business in the city. El Segundo is home to several aerospace and technology companies, and a bank can offer loans and other financial services to entrepreneurs who want to establish their businesses in the city. Secondly, banks can help residents manage their personal finances. El Segundo is a relatively expensive city, and residents may need help with budgeting and managing their expenses. Banks can provide financial planning services, investment advice, and other tools to help residents achieve their financial goals. Lastly, banks can offer convenient banking options such as online banking and mobile banking to residents who are always on the go. With these services, residents can easily manage their finances without having to visit a physical bank branch.

Insurance Broker

Residents of El Segundo, CA can benefit greatly from the services of an insurance broker. With its proximity to the Los Angeles International Airport, residents may require specialized insurance coverage for their homes and vehicles due to the increased risk of accidents or theft. Additionally, El Segundo is home to several large corporations, such as Chevron and Mattel, which may require specific types of insurance for their employees. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. Whether it's finding the right health insurance plan or protecting their business from liability, an insurance broker can provide valuable expertise and guidance to residents of El Segundo.

Wealth Management

Residents of El Segundo, CA could greatly benefit from the services of a wealth manager. With its proximity to Los Angeles and Silicon Beach, El Segundo is a hub for tech and entertainment companies, which means many residents have high-paying jobs and complex financial situations. A wealth manager can help these individuals navigate the intricacies of their finances, including tax planning, investment management, and retirement planning. Additionally, with the high cost of living in the area, a wealth manager can provide guidance on how to balance saving for the future with enjoying the present. For example, a wealth manager might suggest investing in real estate in El Segundo, which has seen a surge in property values in recent years, as a way to build long-term wealth while still enjoying the benefits of living in a desirable location. Overall, a wealth manager can provide invaluable support and guidance to residents of El Segundo looking to maximize their financial potential in a complex and dynamic environment.

Financial Advisor

Residents of El Segundo, CA can greatly benefit from the services of a financial advisor in many ways. One of the most common ways is by providing guidance on how to save for retirement. With the city being home to many large corporations, such as Chevron and Raytheon, residents may have access to retirement plans that are unique and complex. A financial advisor can help navigate these plans and ensure that individuals are maximizing their contributions and taking advantage of any employer matching programs. Additionally, El Segundo is known for its high cost of living, with the median home value being over $1 million. A financial advisor can assist in creating a budget and developing a plan to save for a down payment on a home or to pay off existing mortgages. By working with a financial advisor, residents of El Segundo can feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of El Segundo, CA can benefit from the services of a mortgage loan officer in various ways. Firstly, they can assist with the purchase of a home, which is particularly relevant in El Segundo, where the median home price is significantly higher than the national average. Secondly, a mortgage loan officer can help homeowners refinance their existing mortgages, which can be especially useful in a city like El Segundo where property values have been rising rapidly over the past few years. Additionally, a mortgage loan officer can provide guidance and advice on the different types of loans available, such as fixed-rate or adjustable-rate mortgages, and help borrowers choose the best option for their financial situation. Finally, they can help borrowers navigate the complex and often confusing process of applying for a mortgage, which can involve a lot of paperwork and documentation. Overall, a mortgage loan officer can be an invaluable resource for residents of El Segundo, helping them achieve their dream of homeownership and make informed financial decisions.

Tax Services

Residents of El Segundo, CA can benefit from the services of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complexities of California's tax laws, which are notoriously convoluted. El Segundo residents who own small businesses can also benefit from the expertise of a tax advisor in managing their business finances and ensuring compliance with tax regulations. Furthermore, with the city's proximity to Los Angeles International Airport, residents who travel frequently for work may need assistance in managing their taxes, particularly with regards to deductions for travel expenses. A tax advisor can also help El Segundo residents plan for the future by providing advice on tax-efficient investments and retirement planning. Overall, the services of a tax advisor can be invaluable to El Segundo residents looking to manage their finances and plan for their financial futures.

Estate Planning Lawyer

Residents of El Segundo, CA can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist El Segundo residents is by creating a comprehensive estate plan that ensures their assets are protected and distributed according to their wishes. El Segundo is a city with a high median household income, and many residents own valuable assets such as homes, cars, and investments. An estate planning lawyer can help residents navigate the complex legal landscape of California's probate laws and minimize tax liabilities, ensuring that their loved ones receive the maximum inheritance possible. Additionally, an estate planning lawyer can help residents establish trusts, wills, and powers of attorney, which can protect their assets and ensure that their healthcare and financial decisions are made in accordance with their wishes. With the help of an estate planning lawyer, residents of El Segundo can have peace of mind knowing that their legacy is secure and their loved ones are protected.

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