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Empress Investment Group

(30)

Tax Reduction Strategies, Estate Planning/Wealth Transfer, Long-Term Care and Life Insurance

“I had a thorough and insightful meeting with a financial consultant and came away with a larger understanding of how to plan my future income and then retirement years.”

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Anthony Sykes and Company

(14)

Quickbooks Services, Small Business Accounting, Incorporation Services

“Sykes Accounting always provide excellent work and customer service!”

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World Accounting Group

Back Taxes Owed, Financial Planning, Non-Profit Organizations

“We are a full-service accounting firm located in California. We offer a broad range of services for business owners, executives, and independent professionals in a variety of industries. We view every client relationship like a partnership, and truly...”

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WES CPA

(12)

Incorporation Services, Wealth Management, Payroll Services

“Knows his stuff backwards and forwards and is so understanding and patient with my complicated tax needs - I use his services for both multi-state corporate taxes and personal taxes.”

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Velin & Associates Los Angeles CPA Firm

(29)

Bookkeeping/Write-up, Financial Forecasts & Projections, Financial Statements

“My situation become even more complicated when the IRS began to tax gains made on cryptocurrencies and when I had to sign an agreement with a startup that involved shares I was to own.”

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Robert Ricco

(6)

Business Services, Quickbooks Services, Tax Services

“Additionally, if you're a business owner or ramping up to be a business owner, Robert can help you navigate entity formation and explain the pros/cons of each entity from a tax perspective.”

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Tax Preparation Etc by Cam

(12)

“Cynthia and her team are awesome!”

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Kevins7

(5)

“He successfully guided me through pre-retirement and retirement!”

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Divorce Analytics

(9)

Financial

“Victoria shared a ton of useful information about how much your financial situation affects not just your divorce process but also life before and after your divorce is finalized.”

Featured

Divorce can be an emotionally fraught and expensive process for many people. Not only does uncoupling signify the conclusion of a marriage, but it also marks the end of a financial relationship. As the divorcing couple works through the process, they have to separate the assets accumulated during their marriage. Everything acquired during this period must be distributed between the two parties. One of the most common sticking points in a divorce is the house. It's the quintessential marital asset: worth a lot of money and holds a lot of sentimental value. One party may want to keep the house for the children, while the other may want to sell it and divide the profit. Deciding who gets the house can be challenging, even if the split was amicable. Take a closer look at the legal and financial factors at play and how they might affect the outcome by reading the latest blog post. *Disclaimer: Divorce Analytics provides non-legal divorce financial services. This is not investment advice.

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Accept Credit Cards and Merchant Accounts - Ndms

Secure Vault, Recurring Billing, Nfc/Contactless

“Outsource your payments to National. We'll be your single point of contact providing unparalleled customer service. Simple integration, PCI solutions with APIs / SDKs for any sized business.”

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One Wealth Management

(3)

Alternative Investments, Individual Retirement Planning, Insurance

“The OWM team is always professional, knowledgable and personable in helping me get my finances in order to start a business while keeping my retirement plan on track.”

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The Entrust Group

(1)

“Also have a great portal to enroll and customer service reps pick up the phone quickly.”

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Cuong Le CPA

(1)

“Great , professional and ethical service.”

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Syndicated Capital

Brokercheck, Netxinvestor

“Syndicated Capital, Inc. is a registered Broker/Dealer, Member FINRA & SIPC, and not a bank. Investment advisory services are provided by Syndicated Capital, Inc., a registered investment advisor. Where appropriate, Syndicated Capital, Inc. has enter...”

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Smartvestor Pro LPL Financial

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(12)

Investment
Goals
Future

“Unlike other firms who are in it for the commission (and I speak from experience), everyone at Well Acre cares deeply about who you are, where you are in life, and what you want your future to look like.”

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Provident Financial Management

(2)

Non-Emergency Injuries, Health Screenings, Annual Physicals and Vaccinations

“Professional staff”

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The Money Nerve

(1)

“The structure and cumulative nature of this process helps us identify and clarify these emotions, redefine and reduce our anxiety and other barriers to abundance.”

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Beach Point Capital Management

(1)

“Smart, trustworthy financial advisors.”

i

Average Cost	$3443
Minimum cost	$1148
Maximum cost	$9753
Avg Per Hour Rates	$345

Best Financial Advisors in Santa Monica, CA

The highest-rated Financial Planning & Wealth Management companies out of 142 vetted & reviewed in the Santa Monica area.

Empress Investment Group

Anthony Sykes and Company

World Accounting Group

WES CPA

Velin & Associates Los Angeles CPA Firm

Robert Ricco

Tax Preparation Etc by Cam

Kevins7

Divorce Analytics

Accept Credit Cards and Merchant Accounts - Ndms

One Wealth Management

The Entrust Group

Cuong Le CPA

Syndicated Capital

Smartvestor Pro LPL Financial

Kamjoo & Associates

Walter Weiss Law Office

Silicon Valley Bank

Vance Wealth

Contrarian Advisors

Wellacre Global Wealth Advisors

Provident Financial Management

The Money Nerve

Beach Point Capital Management

Retirement Planning and Investment Management Services in Santa Monica, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Santa Monica

Popular in Santa Monica