Financial Advising near Pacific Palisades, CA
30 locations found near Pacific Palisades
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Financial Advising
Financial Advising
“I have to give a 5 star to Lanier and Irving - tellers at the Palisades branch. Our accounts are located at the Brentwood Branch and yet they still treat us like family. Both these guys are outstanding representations for their company.”
Financial Advising
“What an angel this company is! Completely satisfied with my credit report after being with Edward. So happy with the customer service and work they do. My score is to the point that I can get anything with it and his team will respond fast as well.”
Financial Advising
“Alec has been a wonderful financial advisor to me. I found Alec in 2021 and have been quite happy with him ever since. He is always available to answer any questions you may have and is always willing to help. I highly recommend Alec.”
Financial Advising
“I went to Rod as I was unhappy with whom I was using, and I could not be happier!! They really know what they are doing and are wonderful!! Can't refer enough friends and family!! Everyone in the office is GREAT!!”
Financial Advising
“Everyone at the firm was so helpful in getting me through this tough time. They were patient with questions and concerns. Kept in touch all along the process. I highly recommend anyone that needs to make the tough decision to file bankruptcy to call Sanaz and her team.”
Financial Advising
“RVW Wealth are the best in the business. Their entire focus is geared toward the long term financial well being of each and every client. They will build a portfolio that is right for you, based on your financial needs and goals. Highly recommended!”
Financial Advising
“Thuan has been very helpful in educating me and offering me insight on how to properly invest and allocate my assets. He has been patient in my educational process and truly wants to see me succeed. I am happy to be working with him and will continue to do so.”
Financial Advising
“I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.”
8AM - 3:03AM
4222 Gentry Ave #1/2, Studio City
Financial Advising
“I can't believe I have been working with Shane and Keith for all these years and still haven't left a review! These guys know what they're doing, they saved my taxes from someone else who was causing havoc, they saved me during COVID-19 when I could have, and probably should have, gone bankrupt. They have gone above and beyond for me to make sure that I can TRUST them with my finances and have always been led in the right direction. I am so blessed to still be working with them and to have seen such huge growth in my years with them. These guys are the real deal. They have my business for life (or as long as they allow me).”
Financial Advising
“I appreciate Elizabeth at IMAX Credit Repair for her invaluable assistance. She addressed all my credit repair queries, provided honest advice, and guided me in the right direction. Her expertise and guidance have been immensely beneficial to my credit journey.”
Financial Advising
“I truly had a zero-stress experience filing my taxes with this company!! Very easy process, clear communication and awesome tips on how I can better organize my business expenses. Would highly recommend!”
Financial Advising
“My wife and I are selling her house, now that she's moved into mine. Tony Navarro was extremely helpful, even on a cold call from me, in giving us detailed and sage advice on how to handle the proceeds of the transaction. He's our regular tax guy from now on.”
Financial Advising
“First Republic Bank in Santa Monica is the best bank on the West Side! The representatives and bank manager are personable, efficient, respectful and are a pleasure to do business with. And the cookies cannot be beat!”
Financial Advising
“I've been working with Jerry for 16 years. I moved to LA, began working in Production as a PA at 24 and now I'm 40 years old. He's advised me in opening up a business and now does my personal and business yearly taxes. Gerry is so wonderful. I've learned a lot and never met anyone who's so tentative as he is. I highly recommend anyone who's a freelancer to Gerry. He does my partners regular taxes and if you move away he can do your taxes via zoom. I can't say enough good things about Gerry, I've always considered him like a Dad who gives me good advice. The staff is very kind and friendly. The space is always clean, nice restroom and good vibe. Lots of parking out front and side as well. There are local shops to eat and drink. Keep up the good work friends. I look forward to doing my taxes every year and spend some time with you.”
Financial Advising
“Tony is a godsend, pure and simple. He is an expert in his field, but he's also very busy, so make the most of your time with him. He helped me successfully resolve an ongoing dispute with the FTB, which seemed an impossible mission until he stepped in to help. He's a bona-fide professional, and I felt confident with him on my side, even against such a lawless, unethical entity like FTB. If I could give more than five stars, I wouldn't hesitate for a second. Many thanks!”
Financial Advising
“Atlas Accounting helps businesses such as mine save money with many decades of experience in accounting and tax services. If you need to hire a professional for your tax or bookkeeping needs, contact Atlas Accounting in Los Angeles.”
Financial Advising
“I almost don't want to write this review because I would love to keep Ara and his team a secret, but alas, a referral is the best compliment one can give!Ara and the ACap Advisors & Accountants team are AMAZING. They have not only been so efficient with our tax process but they are SO quick to respond to all of our questions and incredibly proactive. Ara even helped us out with a recent headache financially and helped cover it with such grace!We ABSOLUTELY LOVE THEM and are excited to continue working with them. Don't even hesitate - reach out to this amazing team today as you're not going to find such a personable, kind, and slaying team!”
Financial Advising
“Alec helped me with all my financial questions, I'm just starting to learn how to fix my financial problems and how to build and work with my finances and he was very patient with all my questions and explaining to me each and every question i had. He was also very generous with the knowledge he has to help me with this. Definitely a great person to work with. Will definitely recommend.”
Financial Advising
“I recommend using this accounting firm. They are trustworthy and have been a pleasure to do business with. Their ability to think holistically with both my personal and business accounting needs is unlike any previous experience I have had. The team at this firm is able to communicate with me in simple language and has provided me with very helpful advice.”
Financial Advising
“I like to thank Sam & his team for the helping our business with all the necessary steps to get to where we are today. Sam and his team are very knowledgeable and we are happy we were able to hire them. I actually found them on yelp, and because of previous, happy customers, we can say the same thing. Thank you for the patience, care and business you have provided. Because of their professionalism, we have hired them for more additional services for other start up companies and we couldn’t be any more happier than continuing this amazing relationship we have with Jarrar & Associates. We definitely recommend them.”
Financial Advising
“I started working with Melanie at the start of the year in just 5 short months, I already feel so much more comfortable with my finances and our plan for reaching my long-term goals. I was looking for someone who not only had an expertise in financial advising, but someone who would also be able to provide an individualized personal experience. That's exactly what've I've gotten!”
Financial Advising
“Reg handles my personal and corporate returns. Working in the entertainment industry, we have complicated returns and Reg provides excellent guidance every step of the way. He is a wealth of information as well as being incredibly professional and a delight to work with. I HIGHLY recommend Reg!”
Financial Advising
“When Bank of America (where I've had my mortgage and checking account for decades) failed to help me with a HELOC, I made a call to City National Bank in Santa Monica and luckily reached RAQUEL PRIETO! Raquel worked diligently to secure my HELOC and was a pleasure work with! She made the process feel like a throwback to the banking days when you knew your banker and they cared about your situation. Raquel not only got me the loan, but continues to offer me the best client services I have ever experienced!! I have recommended her to many friends. I remain grateful that Raquel was there to help me. Without her, I might not have been able to keep my home.”
Financial Advising
“We have really liked this branch. It has always felt friendly, personal, and safe. Ana Quzian has been great, she is our point person there. She is so efficient and pleasurable to deal with. We are sad to hear the branch is closing. We aren't fans of another local branch. We hope the other branch, close by, gets better. But it feels like an attitude problem. The people are also nice at the Lankershirm office, but it's farther for us. But I'd rather drive farther than feel uncomfortable. Anyway, Ana, thank you for your help, always.”
Financial Advising
“I am with UCLA Health Axuiliary. Vicky Zekiyan is our bank representative for our account with CNB. She has gone above and beyond to support us throughout the entire PPP application process and is there for us anytime we have questions or issues regarding anything related to general banking as well. I truly appreciate her and the way she represents CNB. She is informative, professional and very personable. She makes banking with CNB a personal experience for her clients. She is gold!”
Financial Advising
“Brett helped me with some Tax loss harvesting and set me up for success. Saved me plenty of money. I value the work they do. Recommend working with Brett and also getting a good strategy. If you are not sure if you will want help long term let them know you can get advice for a reasonable price. Worth it when making long term decisions. Thanks guys”
Financial Advising
“Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!”
Financial Advising
“I love First Republic! The customer service is amazing. Jhon-Michael and Lyndsey at the CC branch are great. Responses are always timely and friendly. I have 3 accounts with FR and have great experiences with each. I also appreciate all the amazing and generous swag!”
Financial Advising
“AMAZING!! My husband found Lysa of Laurel Terrace Finance though Yelp. We'd spoken with other financial advisors, but all were only offering advice on specific financial areas and charging exorbitant fees. We wanted someone who would be able to look at our entire financial picture and tell us what to do. And that is exactly what Lysa did!! At an incredibly reasonable price!! We both grew up in working class households where we were basically taught how to balance a checkbook and that's it. Lysa helped us do EVERYTHING - pay off all - YES ALL - of our debt, including car loans. She helped us set a household budget, she helped us cut out unessesary expenses - not even fun stuff, we still get to go out to dinner - but things like lowering insurance payments and cutting out unused subscriptions. She helped us set up/bolster existing retirement accounts and establish an emergency fund, which has been INVALUABLE, since I'm a TV writer and there's a strike on right now. I had a lot of fear and shame around money - I've always felt like I was doing it wrong, but Lysa helped my husband and I feel good about our choices and was so positive and helpful with the areas where improvement was needed. And thanks to Lysa, we might actually be able to retire someday! The word hero gets thrown around a lot these days, but in this case, it's well deserved. Lysa is our hero.”
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Wells Fargo Bank
15240 Sunset Blvd, Pacific Palisades Locations
“CNB were recommended to us in 2017 when we were looking to open a new operation in Los Angeles, Ramon Estrada Manzur and his Team came out to meet as we looked for a prefer banking partner. It was clear after this meeting that they are a hands on, customer service driven operation. The fact that came to meet us, was a clear indication to us that they go the extra mile for their customers. Since then, we have had nothing but outstanding service, they are always contactable and responsive. I would recommend CNB to anyone looking for Banking partner.”