Financial Advising in Pasadena, CA
6 locations found near Pasadena
View Map
Financial Advising
Financial Advising
“Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future.”
Financial Advising
“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”
Financial Advising
“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”
Financial Advising
Financial Advising
“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”
Financial Advising in The Nearby Cities
You May Also Like
-
TIAA Financial Services
4 Locations
“He worked hard to complete my return in a timely manner. I did end up owing money ( quite a bit) that I have never owed in the past . Being retired & on a limited amount this was tough. However, he was very pleasant, & explained the return. Really, can government figure something out for not paying taxes on taxed income? Please that is just rhetorical.”