EP Wealth Advisors

Financial Advising
Hours: EP Wealth Advisors is a trusted financial advisory firm that helps clients manage their investments and achieve their financial goals. The firm has received excellent reviews from its clients, who praise the knowledgeable and caring staff for their personalized approach to financial planning. One client, who has been with EP Wealth since 2010, highlights the firm's comprehensive services, including strategic planning, portfolio management, and specialized advice on topics like prescription drug plans and real estate investments. The client appreciates the firm's educational seminars and social gatherings, as well as the staff's responsiveness and attention to detail. Another client, who works with Trevor Bush, commends the firm for its top-notch service and excellent market expertise. The client is particularly impressed with the immediate availability and responsiveness of the staff. Cristin Rigg, a financial advisor at EP Wealth, has also received high praise from her clients. They highlight her patience, kindness, and ability to navigate complex financial situations, such as estate planning and tax issues. Clients appreciate Cristin's involvement with the local community, where she shares her financial expertise through presentations and seminars. Overall, EP Wealth Advisors is known for its comprehensive financial planning services, knowledgeable staff, and personalized approach to helping clients achieve their financial goals. The firm's commitment to client education and community engagement further sets it apart as a trusted financial advisor.

• 0.16 miles

  

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1. Torrance, California