Financial Advising in Sherman Oaks, CA

3 locations found near Sherman Oaks

“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.”

4.6 Superb10 Reviews

“My wife and I own a law firm in the Santa Clarita Valley. Global has handled our accounting,business management,tax preparation and planning as well as our investments. As you can see we are all in with Global. David and Debbie Garelick own the firm and manage it personally at least 10 hours a day at least 6 days a week. It is a little known fact that David manages some of the biggest stars,writers and producers in Hollywood. In this day and age it is not often that a specialist like David who handles elite clients would give the average person as much attention. David's father Lou taught him from a very young age that no single client is more important than the client who sat in that chair across your desk before him or after him.”

5 Superb2 Reviews

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