Investing in Santa Monica, CA
9 locations found near Santa Monica
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Investing
“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”
Investing
“This rating is for one employee only. Joseph Farog is the best business account specialist. He is so patient and proactive. I recently had an issue with my business account and he was the only one who 'got it' that this should be an easy situation and cared enough to see it through. He spoke to head offices etc and even found that there is a flaw in the system that should be fixed. Worth his weight in gold.”
Investing
“This location on Miracle Mile Wells Fargo has an awesome team and dedicated staff especially Aad, Toushkan always takes initiative to help customers find the best solutions for their needs. Thank you Arad!!!!Joon Cesar”
Investing
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.”
Investing
“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.”
Investing
“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
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