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8:30AM - 5PM
920 Hampshire Rd Suite A2, Westlake Village
Investing
“We have been using Fischer Investments for more than 5 years and we are extremely pleased. Ted and his staff have done a great job helping us with our budgets and financial planning, as well as managing some of our investment portfolios. We recommend them full heartedly. Ted is a great guy and actually fun to work with.”
“Not your average wealth management company. A very personalized down-to-earth experience makes all this a lot easier. They really do think about your wellbeing first, and don't have the legacy business model that drives me crazy! Thank you WPWM!”
“Love the location, love the people. Have several accounts here. Hours are excellent; easy parking. Always greeted with smiling faces. Diana Galvez, the Branch Relationship Manager, has been incredible with helping me with a small, technical issue that no one else could seem to solve. And I'll usually go straight to Melisa at the teller window for my transactions. The best! And be sure to snag one of the lollipops at the reception desk on your way out!”
7:30 AM - 5:00 PM
2629 Townsgate Rd Suite 135, Westlake Village
Investing
“Chris Hardt has done a spectacular job successfully managing my portfolio, especially through these recent chaotic times. His office staff is wonderful and very responsive. Nadia, who is a financial advisor working with Chris in this office, is warm, professional and knowledgeable. She took the time to connect with my son, who is on the spectrum, and engage him in becoming interested in his portfolio and making decisions around it. I was very impressed and grateful.”
Investing
Investing
Investing
Investing
Investing
“Truly a team effort. From the front line team to the closing department, everyone has the same goal...to get the deal done and closed! This is a team you want on your side. Many thanks to Ricardo, Daman, TJ, Perla and all the others who were involved in the transaction that I did not interact with personally but were diligently working behind the scenes to get over the finish line! Highly recommend.”