Investing in Santa Monica, CA

4 locations found near Santa Monica

“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”

3.5 Good153 Reviews

“This location on Miracle Mile Wells Fargo has an awesome team and dedicated staff especially Aad, Toushkan always takes initiative to help customers find the best solutions for their needs. Thank you Arad!!!!Joon Cesar”

3.5 Good8 Reviews

“Noor Ninja Boy must have the wrong company. Sierra Investments takes great care of your money, and their customer service is a cut way above the rest. We have been with them for over 30 years.”

3.4 Good5 Reviews

“I see lots of negative reviews in the past, but I recently visited this location and customer service was great. My financial advisor, Mr. Mooney, was helpful, knowledgeable and clearly answered all of my questions.”

2.4 Poor14 Reviews

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