Investing near Hermosa Beach, CA

10 locations found near Hermosa Beach

“Been with Navigoe since 2003. Scott and Eric are great. As fiduciaries, they always act in the clients best interest and also don't sell commission based products. They've weathered us through a number of stock market downturns including the big crash of 2008. I trust them with the advice they provide. We're in retirement and as such they manage the distributions while also insuring the portfolio continues to grow. Eric listens and always answers my financial questions in a way that makes it easy to understand. With their guidance I feel confident that my savings will last as long as my wife and I live. I also feel confident that if I pass first, my wife will be in good hands to help her continue to manage the portfolio. When we chose a financial advisor firm our goal was that both of us have to feel comfortable talking to them and have trust in their advice. Couldn't be more satisfied!”

5 Superb12 Reviews

“I dealt directly with *** and was more than satisfied with all aspects of the transaction. Really appreciate the no bs manner of showing the current values and pricing. Easy peasy purchasing and sales process. *** worked with me every step of the way. I am a very satisfied customer and will continue to do business with them exclusively.”

4.4 Superb74 Reviews

“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.”

5 Superb25 Reviews

“I recently worked with GoldDealer.com and Ken Slater to sell four 1oz PAMP Suisse gold bars, and the transaction was smooth and professional. I received a quote over the phone and chose to visit their Inglewood location in person rather than mail in, which I preferred. The parking lot and building felt highly secure, check was issued on the spot, and I received a receipt. They also offer wire transfers for a fee and cash payout options. The experience was efficient and courteous, but I'm docking one star because other online competitors publish stronger sell-to prices, often within less than one percent of spot. I asked if they could match or improve pricing, but after consulting with their trader, they declined. They mentioned they usually match but could not at this time. I went ahead with the sale to give them a try because I am looking for a reliable local gold dealer. If future transactions result in improved pricing, I'll update this review and bump them to five stars. Insider's Tips: Last entry is 3pm but they will complete transactions after that time.”

4 Good131 Reviews

“Kitty always helps me & I've enjoyed the business here. She is kind, always answers, & calls me back. She is working very close to (spot), diligently finding the pieces for my collection, & offering recommendations to fit my investment needs.I wish that lucky star's shine like gold near, and that health & lasting prosperity continue here for many years to come.”

3.7 Good9 Reviews

“I was very impressed by the swift service I received and the excellent service I was given. Well worth the trip to talk to someone that set me up with a wonderful plan. I am nothing but happy. The first person I spoke to was Cam who directed me to his Manager. What a knowledgeable person she turned out to be.”

2.8 Average27 Reviews

“Best customer service ever... I think all bankers from all banks should come here and take customer service lessons from Michael Balthazar... Mr. Balthazar went way beyond out his way to help and take care of a banking issue I had... I think the service is Way beyond valuable... Thank you Mr. Balthazar for your outstanding service and helping me out”

3 Average15 Reviews

“This branch is lovely. Everyone is friendly and attentive. Sam Rogers is an excellent Investment planner and it’s a pleasure to work with him. He’s kind, thorough, patient, and a great communicator. Thanks Sam and everyone!”

2 Poor36 Reviews

“It is a top notch place. I went there for a new transaction which I wasn't familiar in setting up and they helped me step by step, and they were really professional. It was a jo doing a business with them in this location.”

2 Poor4 Reviews