Financial Planners near Inglewood

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“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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“The Manhattan Beach team has been a fabulous group to work with. It is a collection of overachievers looking to make a positive impact to those around them and in the work that the do!“

“The HWM team are extremely knowledgeable and professional they have provided much needed direction and advice regarding a variety of financial issues. I highly recommend them!“

“Always enjoy our meetings with Bill. He’s done a great job with our investments and the meetings are always educational.“

“Laurie is amazing and knowledgable. She completed my retirement papers for me, walked me through my preretirement steps and offered advice on what to do. Not to mention, my investments have really done well.“

“Ned Hawley is really great to work with. He is extremely knowledgeable and hard working when it comes to my accounts.I know whatever is going in the world, he will take very good care of me. I trust him to make some very big decisions for me as far as handling all my accounts. He understands my needs and is very skilled at what he does. He always takes the time to listen and answer any questions I might have. I am very glad to be with Ned and LPL. I would highly recommend Ned!“

“After my retirement in 2022, I was actively looking for a competent financial advisor to manage my retirement account. I am glad that I was able to hire Derek of Augustus Wealth as my financial advisor. He works deligently and always keeps me informed of key investment decisions on my account. Since he took over the management duty, the account has grown more than what I have expected. I am very happy to have Derek as my financial advisor and would not hesitate to refer him to my relatives and friends.“

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“Cetera is an amazing place to work! But also, is the best at collaboration and exposure to best & brightest financial advisors and independent broker dealers. Cetera it's about serving others and this organization goes above and beyond to achieve those values and standards.“

“Quantum is a team that values integrity highly. Our experience with them has been exceptional. We have completed three transactions with Quantum, and on each occasion, they exceeded our expectations by providing better funding options and interest rates. We highly recommend Quantum to anyone looking for a trustworthy and dependable partner. Integrity is a top priority for Quantum, and with each transaction, we have seen their commitment to this value through their excellent service, funding option. Thanks team, akash.“

“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.“

“Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.“

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“If Ken Adler tells you he can do your loan, it's as good as done. Kind, resourceful and knowledgeable, Ken worked with a dream staff who brought equal tenacity and stamina to bear upon my application. It took a lot of arduous work, but it got done. If Ken can't do your loan, chances are no one can!“

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“Top notch socially responsible investing and comprehensive fee only financial planning.“

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