Financial Planners near Beverly Hills

“We recently had our biannual meeting with Bill Holliday and AIO Financial. Bill is always very well prepared for our meetings. He has examined our current portfolio and has recommendations as to what should be sold and what to buy in order to balance our portfolio and to maximize our potential gains from the market. He is willing to take whatever time we need to understand our investments and provides guidance and information as to our long term prospects regarding whether or not our current finances will be sufficient to cover our needs in the coming years. We always feel more confident regarding our financial situation once we have met with Bill“

“Danny is super-knowledgeable and thorough. He lays out everything in an easy-to-understand (even for a non-numbers guy like me) and fully explains the options available to you. He makes the somewhat daunting prospect of planning for your financial future easier—it’s always a pleasure to have an expert on your team! Danny is a pleasure to work with and I would highly recommend Satori everyone. Give Danny a call…“

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“It's really rare to find kind-hearted people, but I've been fortunate to have a 4-year friendship and business relationship with Mr. Ralph Carico. He's been awesome, kind, and specially oriented. I want to thank him for being supportive every time I buy and invest in digital stocks with his firm. You can contact him via Ralph Carico.“

“I used to work for the NM SM team and was a client long before that. I cannot say enough good things about Devin, his team and the advisors in the office.“

“New Day Commercial has truly outdone themselves! Paul Haglund and Dain K. Court worked tirelessly to close a complex deal for my clients - a brewery and the accompanying commercial property. They expertly structured not only the initial loan but also created a seamless bridge to a future SBA loan, making what seemed impossible, possible.

This deal was no easy feat—underwriting a challenging file with just 15% down and a projection-based loan is practically unheard of, yet Paul and Dain made it happen with professionalism, persistence, and expertise. Their commitment to the success of their clients is unmatched.

I am forever grateful for their hard work and dedication. New Day Commercial is forever my first choice for commercial financing. Highly recommend!“