Cody Hale-Thrivent

Your financial advisor in Rolling Hills Estate will work with you to create tailored wealth management strategies. Find a financial advisor near you.

LPL Financial is a reputable financial firm located in Rolling Hills Estates, CA, offering a wide range of services including annuity, long-term care insurance, group health, life insurance, individual health, disability income insurance, and 401k information. With a mission to work for their clients and not Wall Street, LPL Financial provides personalized financial solutions to help individuals navigate through their life's financial challenges. Led by Michael Tahbaz, a Registered Representative with LPL Financial, the firm is committed to educating clients about financial management and assisting them in pursuing their financial goals. Through their website, clients can access valuable resources such as calculators, newsletters, videos, and research reports, enabling them to make informed decisions about insurance, investing, retirement, estate planning, and wealth preservation.Generated from the website

Welcome to Merrill Lynch in Rolling Hills Estates, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.