Financial Advising near Pacific Palisades, CA
28 locations found near Pacific Palisades
View Map9:00 AM - 5:00 PM
15305 Sunset Blvd, Pacific Palisades
Financial Advising
Financial Advising
“Infinite financial firm is amazing they are experts at what they do Edward is very knowledgeable and knows how to take care of things when it comes to your credit along with his team . I recommend everyone to work with them . Infinite financial company knows it all when it comes to credit repair.highly recommend Avi rahimi”
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.”
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
“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
“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
“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.”
9:00 AM - 5:00 PM
12031 Ventura Blvd Suite 1, Studio City
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!”
Open 24 hours
15760 Ventura Blvd # 700, Encino
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.”
9AM - 5:30PM
100 Wilshire Blvd #700, Santa Monica
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
“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
“Xochilt Corrales has been my tax pro since 2018. She's the GOAT! Always makes it easy to work with and explains my taxes in a way I can understand. The flexibility to work with me remotely, quick turnaround time and responsiveness are priceless. She earned my respect, trust and loyalty since day one and I'll always follow her wherever she goes. Xochilt, thanks for being OG and keeping it real. See you next year!”
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
“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
“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
“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
“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.”
Financial Advising
“I very much appreciate Artists Business Management Group (ABMG), Larry Lerner and his office for always being there for me and offering solid business advice. Larry is very hands-on and I have never had this kind of service before and I have worked with many CPAs.His staff is extremely knowledgeable and helpful and they always go the extra mile for which I am grateful. Allie is always there for me every step of the way providing any back up and support whenever I needed it. Great staff!Larry is a pleasure to deal with and he is an exceptional CPA and business manager and I give him my highest recommendation.”
Financial Advising
“My father spoke to Ms.Heather Jo and she gave us some good information. Her work ethic is amazing! She then had us speak to a gentleman (forgot his name) and we definitely are looking forward in doing business with this company. Thanks again!!”
Financial Advising
“We have been business customers of City National for a long time. Their customer service is really top-notch. You can always get someone on the phone and they are very helpful and knowledgeable. This has been critical to business especially during the pandemic with all the additional challenges that small businesses have had. They are the perfect balance of a small "local" bank with personalized service but big enough to handle your business needs.”
Financial Advising
“I used this company three years ago to buy a house. My score was just barely below bank acceptance and in a very short timeframe I had a double a digit boost to get me qualified and into my property. After I the conclusion of the purchase I canceled them to only realize I should have listened and stayed on, my score might have been much better by now.”
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Wells Fargo Bank
15240 Sunset Blvd, Pacific Palisades Locations -
City National Bank
15273 Sunset Blvd, Pacific Palisades Locations
“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.”