Financial Advising in Santa Monica, CA
7 locations found near Santa Monica
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Financial Advising
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
“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
“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
Financial Advising
“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.”
Financial Advising
“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+”
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City National Bank
1620 26th St, Santa Monica Locations
“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!”