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    Superannuation Consultant Torrance Near Me

    Putman Financial Group Charles Schwab EP Wealth Advisors Edward Jones - Financial Advisor: Ralph Seifer, CFP庐 Falcon Wealth Planning Independent Capital Management - A Torrance Financial Advisor Firm Fidelity Investments
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    1. Putman Financial Group

    路 1 reviews

    3528 Torrance Blvd, Torrance, CA 90503

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    1. 1. Comprehensive Family Office Suite: Putman Financial Group offers integrated solutions in accounting, tax, financial planning, and wealth management services.
    2. 2. Experienced and Certified Team: Led by Cherie Putman, a CPA with over two decades of experience and multiple certifications in finance and accounting.
    3. 3. Personalized Financial Planning: Tailored services for business owners, families, and women in transition, focusing on efficiency, compliance, and wealth maximization.
    4. 4. Community Involvement: Cherie Putman believes in giving back, serving as finance chair of her Church and supporting local organizations.
    5. 5. Peace of Mind Guarantee: Putman Financial Group provides a consistent and repeatable approach to services, ensuring clients' financial well-being.

    2. Charles Schwab - Torrance

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    路 12 reviews

    21370 Hawthorne Blvd, Torrance, CA 90503

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    1. 1. Personalized Investment Planning: Meet with Sam Rogers, an excellent Investment planner, for a tailored approach to secure your financial future.
    2. 2. Knowledgeable and Friendly Staff: The team is not only nice but also highly knowledgeable, making the investing process easy and enjoyable.
    3. 3. Convenient Location: Situated near a popular mall, this branch offers easy access and a range of amenities for a seamless experience.
    4. 4. Transparent and Honest Service: Rest assured that you will receive honest advice and guidance from the dedicated employees at this establishment.
    5. 5. Comfortable Environment: Enjoy a welcoming atmosphere with complimentary snacks and beverages while discussing your investment goals with the experts.

    3. EP Wealth Advisors

    路 9 reviews

    21535 Hawthorne Blvd Suite 400, Torrance, CA 90503

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    1. 1. Personalized Financial Planning: Tailored approach to help you achieve your unique financial goals and needs.
    2. 2. Comprehensive Wealth Management: Services include retirement, investment, estate, and tax planning for a holistic financial strategy.
    3. 3. Fiduciary Commitment: Putting your best interests first with a fee-only structure for objective investment recommendations.
    4. 4. Dedicated Wealth Team: Led by your Advisor, allowing you to focus on what truly matters in your life.
    5. 5. Regular Portfolio Reviews: Stay informed of your progress and life changes with a team of financial professionals by your side.

    4. Edward Jones - Financial Advisor: Ralph Seifer, CFP庐

    路 1 reviews

    3528 Torrance Blvd Ste 213, Torrance, CA 90503

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    1. 1. Personalized Financial Planning: Tailored services to help you achieve your financial goals with the help of experienced advisors.
    2. 2. Interactive Tools: Utilize tools like Starting Point and My Priorities quiz to guide your financial decision-making process.
    3. 3. Market Insights: Stay informed with weekly updates on market highlights and economic news to make informed investment decisions.
    4. 4. Exclusive Services: Services available exclusively through U.S. financial advisors, ensuring personalized and quality assistance.
    5. 5. Data Protection: Your data is protected and used responsibly to deliver personalized services and tailor marketing efforts for your benefit.
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    5. Falcon Wealth Planning

    路 11 reviews

    3655 Torrance Blvd 3rd floor, Torrance, CA 90503

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    1. 1. Objective Financial Planning: Falcon Wealth specializes in providing tailored financial solutions to help you build, manage, and protect your assets through life's transitions.
    2. 2. Unbiased Advice: Our team of CERTIFIED FINANCIAL PLANNER Professionals focus on tax planning and do not sell products or charge hidden fees.
    3. 3. Comprehensive Services: From retirement planning to estate planning, we offer a range of services to help you achieve your financial goals.
    4. 4. True Fiduciary: As a Fee-Only investment advisory, we are registered with the SEC and solely focused on your financial well-being, not commissions.
    5. 5. Personalized Approach: With over 30 years of experience, we create creative solutions tailored specifically to you, ensuring financial security for you and your family.

    6. Independent Capital Management - A Torrance Financial Advisor Firm

    路 6 reviews

    19191 S Vermont Ave #170, Torrance, CA 90502

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    1. 1. Expertise in various financial disciplines ensures personalized solutions tailored to your unique situation with a personal touch.
    2. 2. Our unlimited financial strategies allow us to select the best-in-class options for each client, always acting as fiduciaries in your best interest.
    3. 3. Specializing in Investment Advice, Insurance, and Risk Management, we help individuals and businesses plan for financial success through all life stages.
    4. 4. Our collaborative team of financial specialists brings creative planning strategies to unlock the complexity of your financial life.
    5. 5. With a focus on fiduciary responsibility, we guide you towards your financial goals with immediate actionable steps for a secure future.

    7. Business Consultant Services

    路 8 reviews

    17515 Crenshaw Blvd, Torrance, CA 90504

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    "Would recommend to anyone."

    8. Fidelity Investments

    路 18 reviews

    21701 Hawthorne Blvd, Torrance, CA 90503

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    1. 1. Knowledgeable staff: The manager provided excellent service and set up a wonderful plan, impressing customers with her expertise.
    2. 2. Responsive customer service: Available 24/7 for assistance, even during the pandemic, with one-on-one support on a large iPad screen.
    3. 3. Reputable company: Customers have never had a complaint, showcasing the reliability and trustworthiness of the business.
    4. 4. Efficient service: Quick and effective assistance, with staff staying late to ensure customers are always sorted within 15 minutes.
    5. 5. Personalized experience: The staff is friendly and accommodating, making customers feel valued and happy with their overall experience.
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