Wealth Management in Palos Verdes Estates, CA

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List of Firms

Palos Verdes Estates, CA Wealth Management Firms

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Winkworth Wealth Strategies
5 out of 5
Location 27 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (310) 791-5599
Directions
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Integrated Advisors Network, LLC
5 out of 5
Location 75 Malaga Cove Plaza Suite 11, Palos Verdes Estates, CA 90274, USA
Phone (855) 729-4222
Directions
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Patriot Wealth Management
Location 2780 Skypark Dr #460, Torrance, CA 90505, USA
Phone (310) 530-7579
Directions
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Vincent Woo - RBC Wealth Management Branch Director
Location 608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, USA
Phone (310) 683-6697
Directions
SEC File# 801-120938
CRD# 148459
Location 24576 Hawthorne Blvd, Torrance, CA 90505, USA
Phone (424) 247-7010
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor Benjamin Yodowitz
Location 608 Silver Spur Rd 2nd floor, Rolling Hills Estates, CA 90274, USA
Phone (310) 265-2323
Directions
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DeLarme Wealth Management, Inc.
Location 58 Malaga Cove Plaza, Palos Verdes Estates, CA 90274, USA
Phone (424) 250-1725
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 29000 S Western Ave, Rancho Palos Verdes, CA 90275, USA
Phone (310) 507-6979
Directions
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JMI Consulting Group
Location 2516 Vía Tejon, Palos Verdes Estates, CA 90274, USA
Phone (310) 373-6540
Directions
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Peninsula Capital Investment Group
Location 608 Silver Spur Rd Suite 100, Rolling Hills Estates, CA 90274, USA
Phone (310) 683-6697
Directions
Wealth Management in Palos Verdes Estates, CA

Where Wealth Management Advisors in Palos Verdes Estates, CA Serve

Palos Verdes Estates, CA is a picturesque city located in Los Angeles County, California, known for its stunning ocean views and luxurious homes. The city is home to several landmarks, including the Malaga Cove Plaza, which features a beautiful fountain and unique architecture. The Palos Verdes Beach and Athletic Club is another popular destination for locals and visitors alike, offering beach access, tennis courts, and a swimming pool. When it comes to employment, Palos Verdes Estates is home to several top employers, including Palos Verdes Peninsula Unified School District, Terranea Resort, and the City of Palos Verdes Estates. Major highways and streets in the area include the Pacific Coast Highway, Palos Verdes Drive, and Hawthorne Boulevard. These roads provide easy access to neighboring cities and attractions. The city is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Palos Verdes Estates, CA can benefit from a bank in numerous ways. Firstly, with the city's high median household income, banks can provide residents with various investment options to help them grow their wealth. Additionally, with Palos Verdes Estates being a coastal city, banks can offer loans and mortgages for residents looking to purchase waterfront properties. Furthermore, with the city's proximity to Los Angeles, banks can provide residents with easy access to financial services such as online banking and mobile banking. Moreover, with the city's strong community spirit, banks can offer personalized services to cater to the unique needs of Palos Verdes Estates residents. For example, banks can provide financial planning services to help residents plan for their future and achieve their financial goals. Overall, banks play a vital role in helping residents of Palos Verdes Estates, CA manage their finances and achieve financial stability.

Insurance Broker

Residents of Palos Verdes Estates, CA can greatly benefit from the assistance of an insurance broker in several ways. For instance, an insurance broker can help residents find the best insurance coverage for their specific needs, whether it be for their homes, cars, or businesses. Due to the high-income demographic of Palos Verdes Estates, CA, insurance brokers can provide tailored insurance policies that cater to their clients' unique lifestyles and assets. Additionally, an insurance broker can assist residents in navigating the complexities of insurance policies, such as understanding the terms and conditions, coverage limits, and deductibles. With their expertise and knowledge of the insurance industry, insurance brokers can also help residents save money by finding the best deals and discounts available. Overall, the services of an insurance broker can provide peace of mind for residents of Palos Verdes Estates, CA, knowing that they have the right insurance coverage to protect their assets and livelihoods.

Retirement Planning

Residents of Palos Verdes Estates, CA could greatly benefit from the services of a retirement planner. With its affluent population and high cost of living, Palos Verdes Estates presents unique challenges for retirement planning. A retirement planner could help residents navigate the complexities of estate planning, including setting up trusts and wills. They could also provide guidance on tax-efficient investment strategies, taking into account the high state and local taxes in California. Additionally, a retirement planner could assist residents in creating a comprehensive retirement income plan, factoring in the high cost of healthcare in the area. With their expertise in financial planning, a retirement planner could help residents of Palos Verdes Estates achieve their retirement goals and enjoy their golden years without financial stress.

Financial Advisor

Residents of Palos Verdes Estates, CA could benefit from the expertise of a financial advisor in a multitude of ways. With its high median household income and expensive real estate market, the area presents unique financial challenges that require a tailored approach. A financial advisor could offer guidance on investment strategies that take into account the volatile nature of the stock market and the potential risks associated with real estate investments. Additionally, they could provide advice on tax planning and retirement savings, helping residents navigate the complexities of the tax code and plan for a secure financial future. With the added benefit of being located in close proximity to major financial hubs such as Los Angeles and Silicon Valley, a financial advisor could also offer insight into emerging investment opportunities and help residents stay ahead of the curve. Overall, the expertise of a financial advisor could prove invaluable to residents of Palos Verdes Estates, CA looking to make sound financial decisions in a complex and ever-changing economic landscape.

Mortgage Loan Officer

Residents of Palos Verdes Estates, CA would greatly benefit from the expertise of a mortgage loan officer. With the city's high property values and affluent population, navigating the complex world of mortgage lending can be daunting. A mortgage loan officer can provide guidance on the best loan options for residents, including jumbo loans for high-priced properties. Additionally, they can assist with the pre-approval process, helping residents to secure the most favorable interest rates and loan terms. Given the competitive nature of the Palos Verdes Estates real estate market, having a knowledgeable mortgage loan officer on your side can make all the difference in securing your dream home.

Tax Services

Residents of Palos Verdes Estates, CA could benefit greatly from the expertise of a tax advisor. Specifically, a tax advisor could assist with navigating the complex tax laws surrounding the high property values of the area. With the median home value in Palos Verdes Estates reaching over $2 million, homeowners may face unique tax challenges such as property tax assessments, capital gains taxes, and estate planning. A tax advisor could provide guidance on how to minimize tax liabilities while maximizing deductions and credits. Additionally, many residents of Palos Verdes Estates are high-income earners, and a tax advisor could help them navigate the intricacies of tax laws related to investments, retirement planning, and charitable giving. Overall, a tax advisor could be an invaluable resource for residents of Palos Verdes Estates seeking to manage their tax obligations and maximize their financial well-being.

Estate Planning Lawyer

Residents of Palos Verdes Estates, CA can benefit from the expertise of an estate planning lawyer in a variety of ways. Firstly, given the high value of properties in the area, estate planning lawyers can help residents protect their assets and ensure that their wealth is distributed according to their wishes. Additionally, residents can rely on estate planning lawyers to help them navigate the complex tax laws that are specific to California. Furthermore, given the diverse demographics of Palos Verdes Estates, estate planning lawyers can provide tailored advice to clients from different cultural backgrounds. For example, estate planning lawyers can help clients from Asian cultures navigate the unique inheritance laws that apply in many Asian countries. In summary, residents of Palos Verdes Estates can benefit greatly from the expertise of estate planning lawyers in protecting their assets, navigating complex tax laws, and providing tailored advice that meets the unique needs of their diverse community.

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