42 results for:

Investment Services Firms in Manhattan Beach

Certuity

Certuity Verified by Yext

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820 Manhattan Avenue Suite 102, Manhattan Beach, CA

310-698-8100

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Certuity

Certuity Verified by Yext

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820 Manhattan Avenue Suite 102, Manhattan Beach, CA

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Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.

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Pennino Wealth Management

Pennino Wealth Management Verified by Yext

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2615 Pacific Coast Highway, Ste 223, Hermosa Beach, CA

310-376-0504

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Pennino Wealth Management

Pennino Wealth Management Verified by Yext

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2615 Pacific Coast Highway, Ste 223, Hermosa Beach, CA

Learn more about IRAs on our official site!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Fidelity Investments

Fidelity Investments Verified by Yext

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2009 Park Place, El Segundo, CA

Visit Your Local Investor Center Today!

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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Edward Jones - Financial Advisor: Mark D Van Norman

Edward Jones - Financial Advisor: Mark D Van Norman Verified by Yext

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2121 Rosecrans Ave, Suite 2330, El Segundo, CA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Natalie Laufenberg - Thrivent

Natalie Laufenberg - Thrivent Verified by Yext

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1601 N. Sepulveda Blvd., #708, Manhattan Beach, CA

310-962-3369

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Natalie Laufenberg - Thrivent

Natalie Laufenberg - Thrivent Verified by Yext

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1601 N. Sepulveda Blvd., #708, Manhattan Beach, CA

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Natalie Laufenberg is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Manhattan Beach, 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 Natalie Laufenberg - Thrivent

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Kinecta Wealth Management - Ameriprise Financial Services, LLC

Kinecta Wealth Management - Ameriprise Financial Services, LLC Verified by Yext

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1440 Rosecrans Ave, Manhattan Beach, CA

More info available at FINRA's BrokerCheck website

At Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Manhattan Beach, CA area to... Read More about Kinecta Wealth Management - Ameriprise Financial Services, LLC

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Farhang (Frank) Azizi - Financial Advisor, Ameriprise Financial Services, LLC

Farhang (Frank) Azizi - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1120 N Sepulveda Blvd, Manhattan Beach, CA

More info available at FINRA's BrokerCheck website

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 Manhattan Beach, CA area, Farhang (Frank) Azizi will take the... Read More about Farhang (Frank) Azizi - Financial Advisor, Ameriprise Financial Services, LLC

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Kyle Cryer - Financial Advisor, Ameriprise Financial Services, LLC

Kyle Cryer - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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2100 Park Place, El Segundo, CA

More info available at FINRA's BrokerCheck website

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 El Segundo, CA area, Kyle Cryer will take the time... Read More about Kyle Cryer - Financial Advisor, Ameriprise Financial Services, LLC

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Casi DiLeva - Financial Advisor, Ameriprise Financial Services, LLC

Casi DiLeva - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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2100 Park Place, El Segundo, CA

More info available at FINRA's BrokerCheck website

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 El Segundo, CA area, Casi DiLeva will take the time... Read More about Casi DiLeva - Financial Advisor, Ameriprise Financial Services, LLC

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Sean Patikas-Hunter - Financial Advisor, Ameriprise Financial Services, LLC

Sean Patikas-Hunter - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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2100 Park Place, El Segundo, CA

More info available at FINRA's BrokerCheck website

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 El Segundo, CA area, Sean Patikas-Hunter will take the time... Read More about Sean Patikas-Hunter - Financial Advisor, Ameriprise Financial Services, LLC

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Edwin Yi - Financial Advisor, Ameriprise Financial Services, LLC

Edwin Yi - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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2100 Park Place, El Segundo, CA

More info available at FINRA's BrokerCheck website

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 El Segundo, CA area, Edwin Yi will take the time... Read More about Edwin Yi - Financial Advisor, Ameriprise Financial Services, LLC

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Donna McNeely - President, Ameriprise Financial Services, LLC

Donna McNeely - President, Ameriprise Financial Services, LLC Verified by Yext

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1440 Rosecrans Ave, Manhattan Beach, CA

More info available at FINRA's BrokerCheck website

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 President with Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Manhattan Beach, CA area, Donna McNeely will take the time to... Read More about Donna McNeely - President, Ameriprise Financial Services, LLC

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Rachel Thurman - RBC Wealth Management Financial Advisor Verified by Yext

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2361 Rosecrans Avenue, Suite 340, El Segundo, CA

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Mark Toumajian - RBC Wealth Management Financial Advisor Verified by Yext

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2361 Rosecrans Avenue, Suite 340, El Segundo, CA

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Paul A. Fea - RBC Wealth Management Financial Advisor Verified by Yext

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2361 Rosecrans Avenue, Suite 340, El Segundo, CA

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Edward Jones - Financial Advisor: Nicholas M Pennino, CFP®|ChFC®|CLU®|AAMS®

Edward Jones - Financial Advisor: Nicholas M Pennino, CFP®|ChFC®|CLU®|AAMS® Verified by Yext

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2615 Pacific Coast Highway, Ste 224, Hermosa Beach, CA

Retirement Ready?Try Our Calculator and See!

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

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Edward Jones - Financial Advisor: Audrey A Stansbury, CFP®|CEPA®|AAMS®

Edward Jones - Financial Advisor: Audrey A Stansbury, CFP®|CEPA®|AAMS® Verified by Yext

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1230 Rosecrans Ave, Suite 290, Manhattan Beach, CA

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Ross McKnight

Edward Jones - Financial Advisor: Ross McKnight Verified by Yext

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2615 Pacific Coast Highway, Ste 224, Hermosa Beach, CA

Learn more about IRAs on our official site!

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

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Edward Jones - Financial Advisor: Sarah B Slay, CFP®|AAMS®

Edward Jones - Financial Advisor: Sarah B Slay, CFP®|AAMS® Verified by Yext

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2615 Pacific Coast Highway, Ste 224, Hermosa Beach, CA

Learn more about IRAs on our official site!

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

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Edward Jones - Financial Advisor: Joanna Lampkins

Edward Jones - Financial Advisor: Joanna Lampkins Verified by Yext

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2615 Pacific Coast Highway, Ste 224, Hermosa Beach, CA

Learn more about IRAs on our official site!

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

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Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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2910 N Sepulveda Blvd, Manhattan Beach, CA

310-750-9922

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Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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2910 N Sepulveda Blvd, Manhattan Beach, CA

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Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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1129 N. Sepulveda Blvd, Manhattan Beach, CA

310-802-5800

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Wells Fargo Advisors

Wells Fargo Advisors Verified by Yext

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1129 N. Sepulveda Blvd, Manhattan Beach, CA

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