Wealth Management in Hermosa Beach, CA

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List of Firms

Hermosa Beach, CA Wealth Management Firms

SEC File# 801-57434
CRD# 11025
Location 1501 E Pacific Coast Hwy, Hermosa Beach, CA 90254, USA
Phone (310) 406-8200
Directions
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Manhattan Hospitality Advisors
Location 2615 CA-1 # 218, Hermosa Beach, CA 90254, USA
Phone (310) 798-8863
Directions
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Hermosa Wealth Management
5 out of 5
Location 2447 CA-1 2nd Floor, Hermosa Beach, CA 90254, USA
Phone (310) 870-8400
Directions
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Manhattan Beach, CA Private Wealth Management - UBS Financial Services Inc.
Location 2121 Rosecrans Ave Suite 1300, El Segundo, CA 90245, USA
Phone (424) 301-3804
Directions
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Sparrow Wealth Management
5 out of 5
Location By Appointment Only, Hermosa Beach, CA 90254, USA
Phone (310) 870-1405
Directions
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Taylor Wealth Management
SEC File# 801-79185
CRD# 170457
Location 600 Avenue D, Redondo Beach, CA 90277, USA
Phone (310) 540-9730
Directions
SEC File# 801-78471
CRD# 168716
5 out of 5
Location 417 Beryl St, Redondo Beach, CA 90277, USA
Phone (310) 697-0400
Directions
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Greystar Hermosa Beach Office
1 out of 5
Location 2615 E Pacific Coast Hwy #208, Hermosa Beach, CA 90254, USA
Directions
Wealth Management in Hermosa Beach, CA

Where Wealth Management Advisors in Hermosa Beach, CA Serve

Hermosa Beach, CA is a stunning coastal city located in Los Angeles County. This picturesque town is known for its sandy beaches, beautiful sunsets, and lively nightlife. The Hermosa Beach Pier is a major landmark, offering stunning views of the Pacific Ocean and hosting various events throughout the year. The city is also home to top employers such as the City of Hermosa Beach, Hermosa Beach City School District, and Beach Cities Health District. Major highways and streets include Pacific Coast Highway, Hermosa Avenue, and Pier Avenue. The city is divided into several neighborhoods, including Hermosa Hills, Sand Section, and Hermosa Valley. Whether you're looking for a relaxing day at the beach or a night out on the town, Hermosa Beach has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hermosa Beach, CA can benefit from a bank in several ways. Firstly, a bank can provide financial services such as loans, mortgages, and credit cards to residents who want to invest in their businesses or homes. Additionally, banks can offer investment opportunities to residents who want to grow their wealth. Secondly, banks can provide safety deposit boxes to residents who want to secure their valuables. This is particularly important in Hermosa Beach, CA, where residents often engage in water sports and may have expensive equipment that they want to keep safe. Lastly, banks can offer financial education to residents, helping them to manage their money better and make informed decisions about their financial future. Overall, a bank can be an invaluable resource for residents of Hermosa Beach, CA, offering a range of services that can help them achieve their financial goals and secure their future.

Insurance Broker

Residents of Hermosa Beach, CA could benefit from the expertise of an insurance broker in a myriad of ways. With the city being located on the coast, residents may require specialized insurance coverage for their homes and properties due to the risk of natural disasters such as earthquakes and floods. An insurance broker can assist in finding the appropriate coverage for these events, as well as for potential damage caused by the salty ocean air. Additionally, with Hermosa Beach being a popular tourist destination, residents who rent out their homes or properties on platforms such as Airbnb may require liability coverage. An insurance broker can help identify the necessary coverage for these situations and ensure that residents are protected in the event of an accident or injury. With the complexities of insurance policies and the potential risks associated with living in Hermosa Beach, partnering with an insurance broker can provide residents with peace of mind and protection.

Retirement Planning

Residents of Hermosa Beach, CA can greatly benefit from the expertise of a retirement planner. Living in a beach city, many residents are likely to have a higher cost of living and may need guidance on how to budget for their retirement. Additionally, with the city's proximity to Los Angeles, residents may have unique investment opportunities that a retirement planner can help them navigate. The planner can also assist with creating a personalized retirement plan that takes into account the high cost of healthcare in California and the potential need for long-term care. Furthermore, with Hermosa Beach's active community, a retirement planner can help residents plan for their desired lifestyle in retirement, whether it be traveling or pursuing hobbies. Overall, a retirement planner can provide valuable insight and guidance for residents of Hermosa Beach, CA to ensure they are financially prepared for their golden years.

Financial Advisor

Residents of Hermosa Beach, CA, could benefit from the assistance of a financial advisor in a multitude of ways. One specific area where a financial advisor could be of help is in navigating the high cost of living in the area. With the median home price in Hermosa Beach being $2.3 million, many residents may struggle to make ends meet and save for the future. A financial advisor could assist in creating a budget and savings plan that takes into account the unique financial challenges of living in the area. Additionally, with the beach town's proximity to Los Angeles and its bustling entertainment industry, a financial advisor could help residents navigate the complexities of taxes and investments related to the entertainment industry. Overall, a financial advisor could provide valuable guidance and support to Hermosa Beach residents looking to achieve financial stability and success.

Mortgage Loan Officer

Residents of Hermosa Beach, CA would greatly benefit from the assistance of a mortgage loan officer. With the city's prime location along the Pacific coast, housing prices in Hermosa Beach can be quite steep. A knowledgeable mortgage loan officer can help residents navigate the complex process of securing a mortgage loan, ensuring that they get the best possible rates and terms. Additionally, Hermosa Beach is a popular tourist destination, which can make the housing market even more competitive. A skilled loan officer can help residents stand out in a crowded market and secure their dream home. Overall, the expertise of a mortgage loan officer can make all the difference for residents of Hermosa Beach looking to purchase a home in this beautiful coastal city.

Tax Services

Residents of Hermosa Beach, CA can benefit greatly from the expertise of a tax advisor. With the city's thriving tourism industry and high property values, tax laws can be complex and difficult to navigate. A tax advisor can help residents understand their tax obligations and identify potential deductions to maximize their savings. Additionally, with the city's proximity to major tech and entertainment hubs, many residents may have complex income streams from multiple sources. A tax advisor can help ensure that these income streams are properly reported and taxed. Furthermore, with the recent changes to the federal tax code, a tax advisor can help Hermosa Beach residents understand how these changes may impact their tax liability. Overall, a tax advisor can be an invaluable resource for Hermosa Beach residents looking to navigate the complex world of taxation.

Estate Planning Lawyer

Residents of Hermosa Beach, CA can greatly benefit from the services of an estate planning lawyer. With its prime location along the coast, Hermosa Beach is a popular destination for tourists and a sought-after place to live. However, with the high cost of living and the potential for natural disasters, it is important for residents to have a solid estate plan in place. An estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that assets are distributed according to the individual's wishes and that loved ones are taken care of in the event of illness or death. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and regulations that apply to their specific situation, ensuring that they are able to maximize their assets and minimize their tax liability. With the help of an experienced estate planning lawyer, residents of Hermosa Beach can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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