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Financial Planning Firms in Santa Monica

Sami Marie Harper - Financial Advisor, Ameriprise Financial Services, LLC

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1130 Wilshire Blvd, Santa Monica, CA

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Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Santa Monica, CA area, Sami Marie Harper will take the... Read More about Sami Marie Harper - Financial Advisor, Ameriprise Financial Services, LLC

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R Dale Preator - Financial Advisor, Ameriprise Financial Services, LLC

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11835 W Olympic Blvd, Ste 735 East, Los Angeles, CA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Los Angeles, CA area, R Dale Preator will take the time to understand you and your goals, as well as... Read More about R Dale Preator - Financial Advisor, Ameriprise Financial Services, LLC

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Estate Planning Law Office of Jeff Condon

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3435 Ocean Park Blvd Ste 108, Santa Monica, CA

310-393-0701

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Estate Planning Law Office of Jeff Condon

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3435 Ocean Park Blvd Ste 108, Santa Monica, CA

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Estate Planning, Probate, Will and Trust Litigation, Conservatorship, Guardianship, and Federal Tax Returns among other services. Our Santa Monica Law Office offers parking space and is of easy access for the elderly visitor. (No stairs, few feet from parking to office)

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Augustine Choi - Private Wealth Advisor, Ameriprise Financial Services, LLC

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11845 W Olympic Blvd, Ste 980W, Los Angeles, CA

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Los Angeles, CA area, Augustine Choi will take the time to understand you and your goals, as well as those... Read More about Augustine Choi - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Carolyn Hemann - Private Wealth Advisor, Ameriprise Financial Services, LLC

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11835 W Olympic Blvd, Ste 735 East, Los Angeles, CA

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Los Angeles, CA area, Carolyn Hemann will take the time to understand you and your goals, as well as those... Read More about Carolyn Hemann - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Fidelity Investments

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1200 Wilshire Blvd, Santa Monica, CA

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Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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Focus Partners

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2120 Colorado Avenue, Santa Monica, CA

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We combine expert impartial advice with a wide range of planning and investment options to help you make smart financial and life decisions. We offer - Personalized financial & life planning - Robust investment options designed to produce stable income, minimize downside risk and maximize ROI - Expertise to address tax, estate, insurance, legacy or charitable issues throughout your lifetime... Read More about Focus Partners

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Jacob Kinney - Thrivent

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730 Arizona Ave, Santa Monica, CA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jacob Kinney is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Santa Monica, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Jacob Kinney - Thrivent

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High Rise Financial LLC

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11110 Ohio Ave, #207, Los Angeles, CA

866-399-1079

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High Rise Financial LLC

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11110 Ohio Ave, #207, Los Angeles, CA

High Rise Financial LLC is a legal funding company offering an alternative to lawsuit loans. We provide money to plaintiffs of accidents in advance of their personal injury case settlement date with no risk whatsoever through lawsuit funding, which is not considered a loan or a cash advance.

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