Financial Planners in Santa Monica, CA

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Jacob Kinney - Thrivent gallery

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jacob Kinney is committed to providi

Charles Schwab gallery

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. I

Neighborhoods:
Mid-City, West Los Angeles
Payment method:
amex, cash, check, debit, discover, master card, visa
Merrill Lynch Wealth Management gallery

Welcome to Merrill Lynch in Santa Monica, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Gerber Kawasaki gallery

Whether you are a wealthy investor looking for independent, unbiased financial advice or a young family or individual looking to take the first step

Neighborhoods:
West Los Angeles, Sunset Park
Payment method:
check
Ameriprise Financial gallery

The advisor listed is an Ameriprise financial advisor in Los Angeles. Comments are not verified, may not be accurate and are not necessarily representative

Neighborhood:
West Los Angeles
Yoshida, John, AGT gallery

The advisor listed is an Ameriprise financial advisor in Los Angeles. Comments are not verified, may not be accurate and are not necessarily representative

Neighborhood:
West Los Angeles
Galatzer, Ruth, AGT gallery

The advisor listed is an Ameriprise financial advisor in Los Angeles. Comments are not verified, may not be accurate and are not necessarily representative

Neighborhood:
West Los Angeles
Meridian Finance Group gallery

Formed in 1993, Meridian Finance Group provides credit, insurance and financial services. Based in Santa Monica, Calif., it serves Latin America wi

Neighborhoods:
West Los Angeles, Mid-City
Morgan Stanley Wealth Management gallery

Morgan Stanley is a global financial services firm and a market leader in securities, investment management, and credit services. With more than 600 offices

Fidelity Investments gallery

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, plea

Neighborhoods:
West Los Angeles, Mid-City, Wilshire-Montana
Payment method:
debit
Advisers Pacific Income gallery

Pacific Income Advisers is one of the leading independent, employee-owned investment advisory firms that manages fixed-income assets for institutional a

Neighborhoods:
West Los Angeles, Downtown Santa Monica
HoyleCohen gallery

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

Retirement Solutions gallery

Retirement Solutions, LLC, located in West Los Angeles, is your go-to financial planner for women, focusing on the unique needs of single, divorced, a