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“Our relationship with EP Wealth Advisors began in 2018, after mismanagement by another firm placed our retirement security at risk. At that critical time, we met Brian Parker, EP Wealth’s co-founder and then-president and CEO, and Tom Nguyen. They listened and provided the expertise and trustworthy guidance we desperately needed. Tom has remained with us ever since. Through careful planning and personal attention, he and his team stabilized our financial position and rebuilt our portfolio. Today, our retirement outlook is thriving. EP Wealth’s value extends beyond investment management. They help coordinate retirement, insurance, wills, living trusts, and estate and legacy planning, bringing in trusted specialists when needed. They do not simply make referrals—they guide us and walk beside us throughout the process. EP Wealth treats every client, regardless of portfolio size, like family. My wife and I recommend Tom, Brian, and the Torrance team with the highest confidence.
Elaine & Calvin Johnson, MD
Rancho Palos Verdes, CA”
“I was very impressed by the swift service I received and the excellent service I was given. Well worth the trip to talk to someone that set me up with a wonderful plan. I am nothing but happy. The first person I spoke to was Cam who directed me to his Manager. What a knowledgeable person she turned out to be.”
“Best customer service ever... I think all bankers from all banks should come here and take customer service lessons from Michael Balthazar... Mr. Balthazar went way beyond out his way to help and take care of a banking issue I had... I think the service is Way beyond valuable... Thank you Mr. Balthazar for your outstanding service and helping me out”
“This branch is lovely. Everyone is friendly and attentive. Sam Rogers is an excellent Investment planner and it’s a pleasure to work with him. He’s kind, thorough, patient, and a great communicator. Thanks Sam and everyone!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Accountous has prepared our income taxes annually for well over 25 years and they have consistently provided us with sound financial guidance and excellent service.”