Resultsbee.com

Serving Your Area,Los Angeles,CA

I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold. * By Appointment Mon - Sat ASSOCIATION Certified Financial Planner (C.F.P.) For 25 Years Registered California Income Tax Preparer For 20 Years Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado 10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner 5 Years In Real Estate Financial Analysis 20+ Years In Personal Financial Planning And Tax Preparation

(131) 028 - 7209

Serving Your Area,Los Angeles,CA

I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold. * By Appointment Mon - Sat ASSOCIATION Certified Financial Planner (C.F.P.) For 25 Years Registered California Income Tax Preparer For 20 Years Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado 10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner 5 Years In Real Estate Financial Analysis 20+ Years In Personal Financial Planning And Tax Preparation

(131) 028 - 7209

8939 S Sepulveda Boulevard, Suite 110-248,Los Angeles,CA

At our firm, we have the client and only the client in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families and businesses face today. From growing and protecting your business, to managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

(131) 092 - 3864

188 Pomona Ave,Long Beach,CA

I've lived in Long Beach my entire life. Through the years, I've come to know many local families and developed many relationships. This local connection has helped me better understand the needs of Allstate customers, especially when it comes to their financial needs. From retirement accounts to college savings, I'm available to help customers with a variety of financial solutions. One of the things I like best about working with Allstate is the variety of products and services I can offer my customers. More than insurance, I can offer a variety of solutions to address their financial needs - such as saving for a child's education or retirement. As your Allstate agent, I can help you understand how the choices you make - such as the car you drive - affect your insurance rate. I'm committed to helping you get the appropriate level of protection and make it easy to do business with Allstate.

(156) 298 - 7109

180 S Lake Ave, Ste 540,Pasadena,CA

I care about what's important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand what's truly important to you whether it's saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients.

(162) 674 - 4976

55 S Lake Ave Ste 200,Pasadena,CA

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company.

(181) 853 - 3865