Financial Advising near Agoura Hills, CA
30 locations found near Agoura Hills
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Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I lost my job there was no hope for me I suffered looking for job luckily I came across Donald Maureen on Facebook review about forex and binary trade/ crypto currency exchange I borrowed $1000 to invest with Donald Maureen and I have a profit of $13800 in 6 working days now I pay my debt and I'm very grateful to you, I will advise all of you who want to invest for the future and the better of tomorrow should start with Donald Maureen please and please you should not invest with all this scammer here you can reach Donald Maureen via Email”
Financial Advising
“Velocity Mortgage is a great private money lender to go to for subprime lending. My AE is Steven Haig and his "Top Notch" Account Manager Agnes Dinh...Steven always keeps my abreast as to whats going on with the loan and Agnes has a no-nonesense take on getting the loan to the final stages...They are both on top of the loan and will get the loan to the finish line ahead of scheduled closing date..Great private money lender to work with!! I would highly recommend this lender to other brokers to fund your upcomiing deals...”
Financial Advising
“Mr. Warren and his company have been extraordinary to work with over the last few years. We have been able to go above and beyond initial projections. It has been a true blessing!”
Financial Advising
“I wanted to take the time to thank the tax team at Farid Kanji and Associates for providing a tremendous service to the community, with integrity and character. Farid and his family have assisted our family with our taxes for over 15 years. You will always have confidence that your taxes will be done correctly and efficiently with no surprises. He will discuss everything with you upfront to determine the best plan for you and your family. If you don't have confidence in your Tax person then call Farid! Thank you Farid! We appreciate you and your family very much!”
Financial Advising
“My friends and I have been going to him for years. This company plays by the rules but are sure you get what you're entitled to! Tax breaks tax credits. I love it!”
Financial Advising
Financial Advising
“I’ve had the pleasure of working with Fischer Investment Strategies for approximately four years now. I was referred to them by my mother-in-law, who has been a client for approximately two decades. The investment moves they’ve suggested have been smart and rewarding financially. In these four years, my initial investment has grown by about 40% (with much of this growth occurring in a bear market).What they do well, from my perspective, is to understand that an investment strategy has to make sense for the individual client, and we all have different financial needs and goals. And it is in this personal piece that they excel. Each year Ted Fischer attempts to personally meet with all his clients. His office is in Southern California and I am located in Portland, Oregon. And each year he personally comes to the Northwest and meets with his growing number of clients.Because of this attention, I am now beginning to rely on Fischer Investment Strategies not just for investment ideas, but perhaps more importantly, for overall financial planning. I now understand that wealth management involves long-term planning and detailed awareness to multiple contexts (age, taxes, employment trajectory, and investment options). I would say that financial planning is an exceptional strength of Fischer Investment Strategies.I look forward to continuing to work (securely) with them for years into the future. –Dr. S., Portland, Oregon”
Financial Advising
Financial Advising
“Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.”
Financial Advising
“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”
Financial Advising
“I have been investing through Silverberg Wealth Management for 5 years. My financial advisor Marcus Silverberg has been great. He's so much better than my last investment advisor! Marcus has always listened to my needs and kept a close eye on my investment activity. He has found investments that satisfy my requirements for low risk and hi yields. He makes suggestions and then never pressures me. My portfolio has grown and so has my bottom line. I highly recommend him for retirees and anyone else.”
Financial Advising
“Best move I made with my money and to start investing for my children's future college funds. My whole family has moved their investments and 1031 exchanges to this sweet and helpful company. I would recommend them to all my friends”
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31365 Oak Crest Dr, Westlake Village
Financial Advising
“Before Clear Coast, I considered myself somewhat naive regarding investment strategy and financial products that would suit my goals and budget. My financial advisor Ryan was extremely helpful with my learning curve. He walked me through a number of options, giving me a greater understanding of products and overall investment strategy, ultimately setting up a portfolio that has provided me with tremendous growth. Since opening my account, I have also taken advantage of their insurance options which have also proved to be a great fit for me. I HIGHLY recommend Clear Clear to anyone looking for a great wealth management firm. Great financial advisors, great company!”
Financial Advising
“Allan Rosenthal has been excellent and super knowledgeable when it comes to preparing taxes for small businesses. He takes away so many headaches when it comes to doing my taxes. I would recommend him to anyone who needs a good accountant-tax preparer. If you are looking to have the best then look no further! He does not do the cheap $50 tax return but he does do the great savings in taxes which in the end is the best type of accountant.”
Financial Advising
“We have been with Pete and his team for over 35 years, even when we moved to Georgia, we've kept using Maranatha Financial Services. Simply put a great financial adviser and tax man !”
Financial Advising
“I was helped by a staff member named, Allyse. She was extremely thoughtful and thorough in helping me with a deposit I needed to make. Very happy with the level of service I received.One thing to know, while it seems the available staff to help is limited as you walk into the door, they did make a huge effort at accommodating others in line as it built up so as not to let people feel they were going to wait a long time, such as bringing additional staff out from the back to help.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“My husband and I love Greg for all of our financial needs. He takes his time and explains everything in great detail. We have recommended him to our family and they love him also. He makes us feel safe that we trusted him with our savings.”
Financial Advising
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Wells Fargo Bank
5823 Kanan Rd, Agoura Hills Locations
“We used Henry last year for he first time and he was accommodating and took his time to explain things to my husband and I. We just made our tax appointment for this year and could not recommend Henry enough!”