california Date: 11-15-2025

Find the Best 18 Finance services in Santa Monica, CA (Part 2)

Explore the most finance services in in Santa Monica, CA. Compare customer reviews, locations, and services to find the right financial partner for your needs.

	Banking & Credit	Address
1	Victus Capital Wealth	1327 Ocean Ave Suite K, Santa Monica, CA 90401
2	Capital Intelligence Associates	2001 Wilshire Blvd Suite 410, Santa Monica, CA 90403
3	Saba Jahanian - BancWest Investment Services Wealth Financial Advisor	407 Colorado Ave, Santa Monica, CA 90401
4	Clearlake Capital Group	233 Wilshire Blvd #800, Santa Monica, CA 90401
5	Gerber Kawasaki Wealth and Investment Management	2437 Main St, Santa Monica, CA 90405
6	Fidelity Investments	1200 Wilshire Blvd, Santa Monica, CA 90403
7	Express Financial & Insurance Services Inc.	3222 Santa Monica Blvd, Santa Monica, CA 90404
8	Charles Schwab	826 Wilshire Blvd, Santa Monica, CA 90401
9	Riverside Co	1453 3rd Street Promenade Storage, Santa Monica, CA 90401
10	Angeles Investment Advisors	429 Santa Monica Blvd, Santa Monica, CA 90401
11	Quantum Financial Advisors, LLC	530 Wilshire Blvd # 206, Santa Monica, CA 90401
12	Jem Financial Group Inc	330 Wilshire Blvd, Santa Monica, CA 90401
13	Guttman Financial Planning	1049 16th St, Santa Monica, CA 90403
14	Lawrence Financial Group	201 Ocean Ave UNIT 1908B, Santa Monica, CA 90402
15	Abacus Wealth Partners	429 Santa Monica Blvd #500, Santa Monica, CA 90401
16	Private Wealth Management \| U.S. Bank	1401 Wilshire Blvd, Santa Monica, CA 90403
17	Eddy Financial	100 Wilshire Blvd Suite 700, Santa Monica, CA 90401
18	Kings Financial Services	1626 Montana Ave Suite 139, Santa Monica, CA 90403

1.Victus Capital Wealth

Address: 1327 Ocean Ave Suite K, Santa Monica, CA 90401

(2) user ratings total:

Michael Banayan integrity and honesty is what goes on here

5 /5

2.Capital Intelligence Associates

Address: 2001 Wilshire Blvd Suite 410, Santa Monica, CA 90403

(2) user ratings total:

Shawn H Mitchell Kraus is a very knowledgeable financial planner he was very nice to my mom and gave her a lot of insight

5 /5

3.Saba Jahanian - BancWest Investment Services Wealth Financial Advisor

Address: 407 Colorado Ave, Santa Monica, CA 90401

images Saba Jahanian - BancWest Investment Services Wealth Financial Advisor

(2) user ratings total:

Andy Lopez This business is permanently closed; no rating on service

1 /5

4.Clearlake Capital Group

Address: 233 Wilshire Blvd #800, Santa Monica, CA 90401

(18) user ratings total:

Mathéo Best appartement for only 200 000$ its very cheap

5 /5

5.Gerber Kawasaki Wealth and Investment Management

Address: 2437 Main St, Santa Monica, CA 90405

(148) user ratings total:

julian borrego I am very pleased to collaborate on my investment portfolio with Gerber Kawasaki - particularly and primarily in working with Robby Lewis. His genuine interest, attention, and advice is exceptional- and I am satisfied with the way my investments are tracking. I highly recommend working with Robby Lewis.

5 /5

6.Fidelity Investments

Address: 1200 Wilshire Blvd, Santa Monica, CA 90403

(14) user ratings total:

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.

5 /5

7.Express Financial & Insurance Services Inc.

Address: 3222 Santa Monica Blvd, Santa Monica, CA 90404

(12) user ratings total:

Hazim Rekab I heard about Express Financial through my friend Tyler Anderson, they did my umbrella insurance policy with very competitive rates and theyre known mostly for doing business and personal taxes. They did an amazing job on my taxes.

5 /5

8.Charles Schwab

Address: 826 Wilshire Blvd, Santa Monica, CA 90401

(12) user ratings total:

Mike Simms I have been a customer for over 20 years and I have been very pleased with the service in several cities (Sacrament, Portland, San Francisco), but I must say that Stacey from this location was my favorite representative to meet with. My wife and I had a very informative consultation with her last week. She is a great listener and provides appropriate advice and solutions for our various financial planning questions and needs. A+

5 /5