Wealth Management in Culver City, CA

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List of Firms

Culver City, CA Wealth Management Firms

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I Property Management & Investment
2 out of 5
Location Culver City, CA 90232, USA
Phone (310) 559-4764
Directions
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Wealth Management International Inc
Location 13700 Marina Pointe Dr, Marina Del Rey, CA 90292, USA
Phone (310) 305-1903
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Silicon Beach Wealth Management
Location 4551 Glencoe Ave Suite 215, Marina Del Rey, CA 90292, USA
Phone (310) 948-2226
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Zeno Consulting Group, LLC
Location 600 Corporate Pointe Walk # 370, Culver City, CA 90230, USA
Phone (310) 417-9044
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ITU Investment Management
Location 13101 Washington Blvd #132, Los Angeles, CA 90066, USA
Phone (310) 432-6357
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SEC File# 801-80615
CRD# 169846
Location 11150 W Olympic Blvd #790, Los Angeles, CA 90064, USA
Phone (310) 734-4740
Directions
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Asset Retrievers
Location 9696 Culver Blvd, Culver City, CA 90232, USA
Phone (310) 526-3150
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Vested Management Inc
Location 3961 Sepulveda Blvd, Culver City, CA 90230, USA
Phone (310) 391-2347
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Property Management Associates
2 out of 5
Location 6011 Bristol Pkwy, Culver City, CA 90230, USA
Phone (323) 295-2000
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Boracchia Wiviott Wealth Partners LLC
Location 12655 W Jefferson Blvd 4th Fl, Los Angeles, CA 90066, USA
Phone (424) 625-8943
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K.W. Jones Wealth Management - Financial Advisor - Kyle W. Jones, CFP, AAMS, ADPA
Location 10000 Washington Blvd Fl 6, Culver City, CA 90232, USA
Phone (310) 253-5000
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Sherwood Management Co Inc
5 out of 5
Location 5700 Hannum Ave # 200, Culver City, CA 90230, USA
Phone (310) 665-2100
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Wolman Wealth Management
SEC File# 801-119043
CRD# 133611
5 out of 5
Location 4208 Overland Ave, Culver City, CA 90230, USA
Phone (310) 234-1992
Directions
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Silver Oak Wealth Advisors
SEC File# 801-112279
CRD# 291645
Location 10940 Wilshire Blvd #975, Los Angeles, CA 90024, USA
Phone (310) 207-4800
Directions
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Bel-Air Wealth Management - UBS Financial Services Inc.
Location 1999 Avenue of the Stars 36th Floor, Los Angeles, CA 90067, USA
Phone (310) 772-7059
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AGC Wealth Advisors Inc.
Location 12655 W Jefferson Blvd UNIT 400, Los Angeles, CA 90066, USA
Phone (424) 360-1133
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Regional Investment & Management
3 out of 5
Location 6122 Washington Blvd, Culver City, CA 90232, USA
Phone (310) 821-1945
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Financial Management Systems Inc.
Location 10727 Jefferson Blvd, Culver City, CA 90230, USA
Phone (310) 287-1004
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Ares Management Corporation
SEC File# 801-108788
CRD# 284930
Location 800 Corporate Pointe Suite 300, Culver City, CA 90230, USA
Phone (310) 921-7200
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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Wells Fargo Advisors
Location 10011 Washington Blvd, Culver City, CA 90232, USA
Phone (310) 204-7500
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Crafted Wealth Management
5 out of 5
Location Grand Blvd, Venice, CA 90291, USA
Phone (414) 813-0770
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SEC File# 801-29358
CRD# 111147
Location 11400 W Olympic Blvd #170, Los Angeles, CA 90064, USA
Phone (424) 270-8750
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Del Rey Capital Management
Location 3415 S Sepulveda Blvd 11th Floor, Los Angeles, CA 90034, USA
Phone (310) 313-3401
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BELLE CAPITAL MANAGEMENT
Location 10866 Washington Blvd #11, Culver City, CA 90232, USA
Phone (310) 730-6802
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Los Angeles, CA Private Wealth Management - UBS Financial Services Inc.
5 out of 5
Location 2000 Avenue of the Stars 7th. Floor, Los Angeles, CA 90067, USA
Phone (888) 843-6991
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Mission Wealth - Los Angeles
Location 2029 Century Park E #400n, Los Angeles, CA 90067, USA
Phone (310) 933-9477
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H & S Wealth Management
Location 6633 S Halm Ave, Los Angeles, CA 90056, USA
Phone (866) 498-1031
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Century Financial Management
Location 4360 Sepulveda Blvd, Culver City, CA 90230, USA
Phone (310) 313-5700
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VFG Securities, Inc.
5 out of 5
Location 100 Corporate Pointe #382, Culver City, CA 90230, USA
Phone (310) 410-8341
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Satori Wealth Management, Inc.
SEC File# 801-114785
CRD# 300395
5 out of 5
Location 12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025, USA
Phone (310) 210-7275
Directions
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Pacific Oak Wealth Management
Location 11835 W Olympic Blvd #775, Los Angeles, CA 90064, USA
Phone (310) 477-7979
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Mike Phace Management Services
Location 3801 Lenawee Ave, Culver City, CA 90232, USA
Phone (818) 242-9769
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Whalen Financial Planning
Location 13101 Washington Blvd #237, Los Angeles, CA 90066, USA
Phone (424) 258-4398
Directions
Wealth Management in Culver City, CA

Where Wealth Management Advisors in Culver City, CA Serve

Culver City, located in Los Angeles County, is a bustling city with a diverse and vibrant community. The city boasts a plethora of landmarks, including the iconic Sony Pictures Studios, the Kirk Douglas Theatre, and the Culver Hotel, which has been featured in numerous films and television shows. As for top employers, Culver City is home to a variety of businesses, from tech giants like Amazon and Apple to entertainment powerhouses like Sony Pictures Entertainment and HBO. Major highways and streets in the area include the 10 freeway, which runs east-west through the city, and the famous Culver Boulevard, which is lined with shops, restaurants, and theaters. Culver City is also divided into several distinct neighborhoods, each with their own unique character and charm. These neighborhoods include the artsy and eclectic Arts District, the upscale and trendy Culver West, and the family-friendly Carlson Park.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Culver City, CA can benefit from a bank in various ways. For instance, banks can help residents with their financial management by providing them with various savings and investment options. Additionally, banks can assist residents in securing loans for personal or business purposes. Culver City is home to several small businesses, and banks can help them access capital to expand their operations. Furthermore, banks can provide financial advice to residents on how to manage their finances, including budgeting and debt management. With the rising cost of living in Culver City, residents can also benefit from banks' mortgage and home equity loan options to help them purchase or renovate their homes. Overall, banks play a crucial role in supporting the financial needs of Culver City residents, from managing their finances to helping them achieve their financial goals.

Insurance Broker

Residents of Culver City, CA would benefit greatly from the services of an insurance broker due to the unique challenges that come with living in this bustling city. With a population of over 39,000 people and a thriving business district, Culver City is known for its high cost of living and competitive job market. An insurance broker can help residents navigate the complexities of health insurance, car insurance, and home insurance, ensuring that they have the coverage they need at an affordable price. Additionally, an insurance broker can provide personalized advice on how to protect assets such as cars and homes from the unique risks associated with living in a densely populated urban area. With an insurance broker's help, residents can feel confident that they are protected no matter what challenges they may face in their daily lives.

Retirement Planning

Residents of Culver City, CA could benefit from the services of a retirement planner in several ways. For starters, the planner could help them establish a retirement plan that aligns with their unique financial goals and objectives. This could include identifying investment opportunities, creating a budget, and setting up a savings plan. Additionally, the planner could provide guidance on Social Security benefits, Medicare, and other government programs that can impact retirement income. Given that Culver City is a densely populated city in Los Angeles County, residents may face higher costs of living and housing expenses. A retirement planner could help them navigate these challenges and create a financial plan that accounts for these factors. With the help of a retirement planner, residents of Culver City can feel more confident about their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Culver City, CA would greatly benefit from the services of a financial advisor. With its diverse population and thriving business community, Culver City presents unique financial challenges that require expert guidance. A financial advisor can help residents navigate the complexities of the local real estate market, which is highly competitive and rapidly changing. In addition, a financial advisor can provide valuable advice on managing debt, saving for retirement, and investing in the stock market. With the cost of living in Culver City being higher than the national average, it's crucial for residents to have a solid financial plan in place. A financial advisor can help residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Culver City, CA would greatly benefit from the expertise of a mortgage loan officer. With the city's prime location just minutes away from the bustling city of Los Angeles, the cost of living can be quite high. A mortgage loan officer can assist residents in navigating the complex world of home loans and finding the best options for their unique financial situations. Whether it's helping first-time homebuyers secure a loan or assisting current homeowners in refinancing their mortgages, a loan officer can provide valuable advice and guidance. Additionally, with Culver City's diverse population, a loan officer who is knowledgeable about different cultures and languages can make the process of obtaining a mortgage much smoother for non-native English speakers. Overall, a mortgage loan officer can be an invaluable resource for residents of Culver City looking to achieve their dream of owning a home.

Tax Services

Residents of Culver City, CA can benefit from the expertise of a tax advisor in a variety of ways. With its location in Los Angeles County, Culver City residents may find themselves navigating complex tax laws and regulations specific to the state of California. A tax advisor can assist in preparing tax returns, ensuring compliance with state and local tax laws, and identifying potential deductions and credits unique to Culver City residents. Additionally, with the city's thriving arts and entertainment industry, a tax advisor can provide guidance on tax implications for those in the industry, including actors, writers, and producers. Overall, a tax advisor can provide invaluable assistance to Culver City residents in navigating the complex world of taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Culver City, CA can benefit from an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help residents of Culver City, CA create a will to ensure their assets are distributed according to their wishes. This is particularly important in Culver City, CA where the cost of living is high and residents often have valuable assets. Secondly, an estate planning lawyer can assist residents of Culver City, CA in creating a trust to protect their assets from creditors and lawsuits. This is especially important in Culver City, CA where residents may be at risk of lawsuits due to the high cost of living. Lastly, an estate planning lawyer can help residents of Culver City, CA plan for incapacity by creating a power of attorney and healthcare directive. This is crucial in Culver City, CA where residents may face a medical emergency and need someone to make decisions on their behalf.

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