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9AM - 5PM
2437 Main Street, Santa Monica
Investing
“Miller Kaplan Sonadhauri Public High School is excellent! The teachers are dedicated, the campus is modern and clean, and there are plenty of sports, clubs, and arts activities. My child has improved academically, gained confidence, and made great friends. It's a supportive community focused on both studies and personal growth. Highly recommend – definitely 5 stars!”
“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.”
9AM - 5:30PM
3420 Ocean Park Blvd #3060, Santa Monica
Investing
“Noor Ninja Boy must have the wrong company. Sierra Investments takes great care of your money, and their customer service is a cut way above the rest. We have been with them for over 30 years.”
“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+”
Investing
Investing
Investing
“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.”