Wealth Management in Indian Wells, CA

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List of Firms

Indian Wells, CA Wealth Management Firms

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Powerstone Property Management
4 out of 5
Location 41995 Boardwalk STE K, Palm Desert, CA 92211, USA
Phone (760) 797-7797
Directions
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Merrill Lynch Wealth Management
4 out of 5
Location 74-800 CA-111, Indian Wells, CA 92210, USA
Phone (760) 862-1400
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Aligned Wealth Partners - UBS Financial Services Inc.
Location 75-280 CA-111, Indian Wells, CA 92210, USA
Phone (760) 636-7252
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Private Bank, Bank of America
5 out of 5
Location 74800 CA-111, Indian Wells, CA 92210, USA
Phone (800) 878-7878
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Richard W. Kite - UBS Financial Services Inc.
Location 75-280 CA-111, Indian Wells, CA 92210, USA
Phone (760) 636-7222
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LPL Financial
Location 72960 Fred Waring Dr # 6, Palm Desert, CA 92260, USA
Phone (760) 568-0292
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Bank of the West
3 out of 5
Location 74989 CA-111, Indian Wells, CA 92210, USA
Phone (760) 469-4002
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Zwemmer Realty Group - Palm Springs Realtors - Real Estate Agency in Indian Wells
5 out of 5
Location 75486 Augusta Dr, Indian Wells, CA 92210, USA
Phone (760) 610-0204
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The Iglehart Group - Coldwell Banker Global Luxury
5 out of 5
Location 73280 El Paseo Suite 1, Palm Desert, CA 92260, USA
Phone (760) 413-5065
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U.S. Bank Branch
4 out of 5
Location 78435 CA-111, La Quinta, CA 92253, USA
Phone (760) 564-6661
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Pamela Plick Certified Financial
Location 45025 Manitou Dr, Indian Wells, CA 92210, USA
Phone (760) 200-8611
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Wealth Management Group
Location 73725 El Paseo, Palm Desert, CA 92260, USA
Phone (760) 346-3400
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Wealth Preservation Advisors
Location 73-660 CA-111, Palm Desert, CA 92260, USA
Phone (760) 360-8922
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Vista Capital
3 out of 5
Location 75538 Desierto Dr, Indian Wells, CA 92210, USA
Phone (760) 779-8900
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Charles Schwab
4 out of 5
Location 74785 CA-111 #102, Indian Wells, CA 92210, USA
Phone (760) 836-3075
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111 Wealth Management Group - Morgan Stanley
Location 74199 El Paseo Suite 201, Palm Desert, CA 92260, USA
Phone (760) 779-8431
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Merrill Lynch Wealth Management Advisor Diane S Valenzuela
Location 74-800 CA-111, Indian Wells, CA 92210, USA
Phone (760) 776-5764
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CB Wealth Management Group
4 out of 5
Location 44672 Monterey Ave, Palm Desert, CA 92260, USA
Phone (760) 773-2133
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New York Life
Location 77775 Cottonwood Cove, Indian Wells, CA 92210, USA
Phone (760) 479-6596
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Wealth Management in Indian Wells, CA

Where Wealth Management Advisors in Indian Wells, CA Serve

Nestled in the Coachella Valley, Indian Wells, CA is an oasis of luxury and leisure. With its world-renowned golf courses, such as the Indian Wells Golf Resort and the Bighorn Golf Club, it's no wonder that this city is a favorite among the elite. The city's most notable landmark is the Indian Wells Tennis Garden, which hosts the BNP Paribas Open, one of the largest tennis tournaments in the world. In terms of employment, Indian Wells is home to a number of high-end resorts and hotels, including the Hyatt Regency Indian Wells Resort & Spa, the Miramonte Indian Wells Resort & Spa, and the Renaissance Indian Wells Resort & Spa. Other major employers include the Indian Wells Golf Resort, the City of Indian Wells, and the Desert Sands Unified School District. The city is easily accessible via the Interstate 10 and State Route 111 highways, which provide convenient connections to neighboring cities such as Palm Springs and La Quinta.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Indian Wells, CA can benefit from the services of a bank in numerous ways. Firstly, a bank can provide them with access to credit and loans to help them finance their businesses or personal projects. This is particularly important for Indian Wells residents, as the city is known for its high-end resorts and golf courses, which require significant investment. Secondly, a bank can offer investment advice and help residents manage their finances, which is crucial given the city's high cost of living and affluent population. Additionally, a bank can provide residents with a range of banking products and services, such as checking and savings accounts, credit cards, and online banking, making it easier for them to manage their finances and pay bills. Finally, banks can also play a role in supporting the local community through philanthropic initiatives and charitable donations, which is essential for a city like Indian Wells, known for its commitment to sustainability and social responsibility.

Insurance Broker

Residents of Indian Wells, CA can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can assist in finding the most suitable insurance policy that caters to the specific needs of each resident. Given that Indian Wells, CA is a city known for its luxurious lifestyle, an insurance broker can help residents find insurance policies that cover high-value assets like luxury cars, yachts, and vacation homes. Additionally, insurance brokers can help residents understand complex insurance policies and terms, ensuring that they make informed decisions when choosing policies. Moreover, an insurance broker can provide personalized advice on how to minimize risks and reduce insurance costs, which is crucial for residents who want to maintain their high standard of living while keeping their finances in check. In summary, the expertise of an insurance broker can be invaluable to residents of Indian Wells, CA, especially those seeking to protect their high-value assets and maintain their luxurious lifestyle.

Retirement Planning

Residents of Indian Wells, CA can benefit from the expertise of a retirement planner in a multitude of ways. One specific area where a retirement planner can be particularly helpful is in navigating the complex tax laws that are unique to California. With some of the highest state income tax rates in the country, Californians need to be especially strategic in their retirement planning to ensure they are maximizing their tax savings. Additionally, Indian Wells is known for its high cost of living, which can make it challenging for retirees to make their savings last. A retirement planner can help residents of Indian Wells create a personalized financial plan that takes into account their unique circumstances, including their retirement goals, income sources, and expenses. By working with a retirement planner, residents of Indian Wells can have peace of mind knowing they have a solid financial plan in place to support them throughout their retirement years.

Financial Advisor

Residents of Indian Wells, CA can greatly benefit from the expertise of a financial advisor. One specific way a financial advisor can help is by providing guidance on how to navigate the unique tax laws of California. Indian Wells, located in Riverside County, is subject to California's high state income tax rates, which can significantly impact a resident's financial planning. A skilled financial advisor can help residents understand how to optimize their investments and retirement accounts to minimize their tax burden. Additionally, with Indian Wells being a popular retirement destination, a financial advisor can assist in creating a comprehensive retirement plan that takes into account the rising costs of healthcare and long-term care, as well as the potential impact of inflation on a retiree's income. By working with a financial advisor, residents of Indian Wells can feel confident in their financial plan and enjoy their retirement years with peace of mind.

Mortgage Loan Officer

Residents of Indian Wells, CA could benefit from the expertise of a mortgage loan officer in several ways. For instance, the officer could provide guidance on the best mortgage options for the residents based on their income, credit score, and financial goals. Indian Wells is a city known for its high-end real estate market, and a loan officer could help residents navigate the complexities of securing a mortgage for a luxury home. Additionally, the officer could assist in negotiating better terms and interest rates with lenders, saving residents thousands of dollars in the long run. In a city where the median home price is over $1 million, having a mortgage loan officer on your side could be the key to making your dream home a reality.

Tax Services

Residents of Indian Wells, CA can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complexities of the state and federal tax codes, ensuring that they are in compliance with all relevant laws and regulations. Additionally, tax advisors can help residents identify deductions and credits that they may be eligible for, potentially saving them significant amounts of money on their tax bills. For residents of Indian Wells, CA, in particular, a tax advisor can also provide guidance on how to minimize the impact of California's high state income tax rates, which can be a significant burden for many taxpayers in the state. By working with a tax advisor, residents of Indian Wells can ensure that they are making informed decisions about their finances and taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Indian Wells, CA can benefit greatly from the expertise of an estate planning lawyer. These professionals can provide guidance on a variety of matters, including drafting wills and trusts, creating advanced healthcare directives, and minimizing tax liabilities. Additionally, given the affluent nature of Indian Wells, CA, estate planning lawyers can assist with complex asset protection strategies and succession planning for family-owned businesses. With their extensive knowledge of state and federal laws, an estate planning lawyer can help residents of Indian Wells, CA navigate the intricacies of estate planning and ensure that their assets are distributed according to their wishes.

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