Quincy Cass Associates is an investment advisory and securities firm. It works with high net worth families, businesses and institutional clients. Services include investing in stocks, bonds, options, mutual funds, money market funds, municipal bonds and government securities.
Tax Plus is located on Venice Boulevard, just east of Beethoven. It can be found in a long strip center on the north side of the street, next to a party rental company. Tax Plus is a standard tax planning, preparation and filing service. It also offers financial consulting and retirement planning services. The shop is small, with two agents comprising the team.
This full-service financial company allows its clients to take control of their investments. Clients choose stocks and determine how much money they want to invest. This location is one of the company's corporate offices. E*TRADE provides 24-hour service by phone and Internet, and also educates clients about financial planning and investments.
This Charles Schwab branch is located out in front of 1900 Avenue of the Stars, with its own entrance. Charles Schwab is one of the nation's largest and best known investment companies. Investment products include mutual funds, stocks, bonds, margin loans, annuities, CDs and money markets. Managed accounts are available to allow professional money managers to manage customer portfolios. Many tools are available for customers to research and manage their own portfolios. Open new accounts, get investment advice, financial planning services and retirement guidance. Free investing workshops are available frequently at nearby branches. Standard banking services are also offered by Charles Schwab, including deposit accounts and lending services.