{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“The financial advisors at Gerber Kawasaki are incredible. From my experience, I’ve found the team to be insightful, knowledgeable, and attentive. The founders are exceptionally intelligent, and that expertise is reflected throughout the firm. I got to meet the team at their beautiful Santa Monica office where they are also great hosts.
My advisor, Brett Sifling, has been especially great to work with. He is highly intelligent and takes the time to understand the financial goals and plans I have in mind. Rather than simply putting me into a standard strategy, he helps guide me with my specific goals at the center of the conversation while also bringing his own ideas and expertise to the table.
I appreciate his ability to think strategically about what is held in my portfolio, why it is held, and the appropriate time horizon for each investment.”
“I see lots of negative reviews in the past, but I recently visited this location and the customer service was great. My financial advisor, Mr. Mooney, was helpful, knowledgeable and clearly answered all of my questions.”
“I have been a customer for over 20 years and I have been very pleased with the service in several cities (Sacrament, Portland, San Francisco), but I must say that Stacey from this location was my favorite representative to meet with. My wife and I had a very informative consultation with her last week. She is a great listener and provides appropriate advice and solutions for our various financial planning questions and needs. A+”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Sam and his team are consistent and timely in their return preparation. I can trust that my business and personal returns will be prepared seamlessly. When I have questions, they are always addressed promptly and thoroughly.”