{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
Closed today
15260 Ventura Blvd #1750, Sherman OaksClosed today
4th & 6th Floors, 433 N Camden Dr, 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“
Closed today
12100 Wilshire Blvd 8th floor, Los Angeles“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…“
Closed today
2800 28th St #327, Santa Monica“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.“
Closed today
2566 Overland Ave, Los Angeles“Victor Cruz is amazing! He helped my mother and I with a deposit even though he is a universal banker because it was busy. He is truly amazing and my mom even though she's been BofA customer for 50 some years even is considering switching! He took care of us and has a great attitude. Thank you Victor for all of your help and your amazing personality. It is much appreciated“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
““