Connect with Top-Rated Financial Planners in Torrance!

Dorsey Wealth Management is a boutique financial planning firm specializing in financial planning for women, offering personalized services including investment management, retirement income planning, and estate preparation. With a comprehensive approach to financial planning, the firm provides women with a sense of security and confidence as they approach retirement. The team of experienced financial advisors at Dorsey Wealth Management uses a fiduciary approach to ensure that clients' best interests are always aligned. From investment management to personalized retirement income planning, the firm's suite of services helps clients build, preserve, and transfer wealth while enjoying financial freedom.

Pence Wealth Management is a firm dedicated to providing quality comprehensive financial management to individual investors. With over 30 years of experience, we offer a range of integrated strategies to help our clients pursue their dreams. Our goal-driven approach starts with the end in mind, mapping out the future and defining goals and dreams. We then use a principles-driven process to design portfolios that align with our principals and are targeted to each client's "Personal Index". We believe that it's not about how much you make, it's about how much you keep, and offer tax planning services to help our clients keep more of their hard-earned money. Our services include financial planning, tax planning, investment management, and more.

Tortuga Wealth Management specializes in working with business owners, philanthropic families, and values-based investors. Learn More. The company provides financial consulting services, focusing on wealth preservation, legacy, and impact. With a team of specialists, they guide clients through various processes, including business succession, philanthropic endeavors, and investment strategies aligned with their values. Founded on the principle of doing what is in the client's best interest at all times, Tortuga Wealth Management cherishes the relationships they build with their clients and their families. Learn more.

Banyan Tree Asset Management, LLC, is an employee-owned investment adviser founded in 2013. Our portfolio managers have over 40 years of investment experience and were previously responsible for the discretionary management of over $3 Billion in fixed-income assets. We provide superior and conflict-free fixed-income management, creating a positive atmosphere for our employees and clients. Our services include fixed income management, active strategy, and separately managed portfolios, with a focus on maximizing income while minimizing risk.

Midtown Wealth Advisors is an independent financial planning firm based in Torrance, CA, primarily serving the Japanese community in Los Angeles and New York. We create and implement financial strategies to help achieve our clients' goals. With our education-oriented, holistic approach, our clients become well-informed and educated on financial planning topics. We offer comprehensive financial planning services, including Estate Planning, Insurance Planning, and Retirement Planning, to help you achieve your goals and reduce risks. We believe that good decisions come from good knowledge, and we are committed to delivering comprehensive, goal-based financial solutions to families and businesses.

Larry Takahashi Financial Services is a financial planning firm that provides personalized retirement planning solutions, investment management, and retirement education to individuals seeking assistance in addressing their retirement concerns and priorities. The firm's comprehensive advisory process is designed to uncover clients' unique needs and goals, and develop a long-term plan to achieve financial security. With years of experience in the industry, the team at Larry Takahashi Financial Services is committed to building deep and meaningful relationships with clients, providing guidance, clarity of thought, and expertise to help them achieve their financial goals.

At Custom Financial Services, we love what we do, and we're really good at it. With over 60 years combined experience, we get the job done better than anyone else. We understand the importance of finding the perfect loan for our clients, and we're dedicated to providing top-notch service and expert guidance every step of the way. From residential loans to private party and commercial loans, we have the knowledge and expertise to help you achieve your financial goals. Our team of experienced professionals is committed to providing a personalized approach to lending, with a focus on building strong relationships and delivering exceptional results. Let us help you navigate the often complex world of mortgages and loans, and find the perfect solution for your unique needs.