Keywords: Financial apoyo financiero merced ca

Apoyo Financiero Merced - Merced (CA)

Address: 🏡 1210 W 16th St, Merced, CA 95340, USA
Phone : +1 (209) 382-6170
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJh4umff1CkYARlpck-YBJPxs
#California
kinetic financial ca

Kinetic Financial - Los Angeles

Linda E. Id been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my companys 401(k) plan. When I attended Ali Hashemians presentation almost two years ago, I immediately connected with him and his insights into retirement, estate and tax planning, and portfolio diversification, so I took advantage of his offer of a free portfolio analysis and suggestions regarding how best to protect and maximize my retirement savings, and thereafter signed on as a client of Kinetic Financial. Ali has many years of experience as a Certified Financial Planner and is an expert on tax-advantaged planning, risk management, economic conditions and financial forecasting. Im absolutely thrilled that I trusted my instincts and am constantly impressed by the level of first-class concierge services provided by Ali and his highly experienced, enthusiastic, courteous staff. It is apparent that everyone who works at Kinetic Financial LOVES what they do! Ali listens to my concerns and bases his trustworthy advice on my specific goals, constantly has his finger on the pulse of the currently volatile, ever-changing markets, and makes invaluable suggestions during our quarterly review meetings. I was beyond thankful when he suggested changes to my investments which moved a portion of my savings from volatile stocks into a more conservative, protected investment. Its a huge relief to know that Ali always has my current and future financial security in mind! I cannot recommend Ali Hashemian and his colleagues at Kinetic highly enough.
5 /5

Delta Schools Federal Credit Union - Antioch

Emely Hagins I love this credit union. The employee are great and very personable. When we moved here to Antioch in 1995 my husband got a job with the school district. Many of his coworkers told him he should join, so we did. Our children, at the time in grade school each had an account and received scottie bucks for saving. They loved it and still have accounts there today! Weve had the pleasure of obtaining, auto loans, signature loans, refinancing, and a home loan via their associates. All at amazing rates. All the folks at their Lonetree office are so nice! Margie is fantastic!!
5 /5

Edelman Financial Engines - Fresno

Thomas Fortin Eric and his staff are great, easy to work with and extremely knowledgeable, would recommend to anyone looking for financial planning.
5 /5

Angie Morin: Primerica - Financial Services - Redlands

Carlos Guevara Zoe was a lot of help help my wife and me to get set up fast and easy
5 /5