Beneficent Financial - Pasadena (CA)

5 /5 Sheryl Burford: My husband and I have been clients of Beneficent Financial for the past seven years. We are very pleased with the professionalism of Cathy Downs and her staff. Everyone is always friendly and very professional. Cathy does a great job explaining the various investment strategies and how they will impact our financial and tax portfolio. When you become a client at Beneficent, you become part of their family and they take very good care of us. The entire team is always great to work with. For our purposes, we mostly work with Cathy and Nancy who are so patient and understanding. We are more than pleased with the financial advice we have received from Beneficent. I highly recommend Beneficent Financial.

5 /5 Sheryl Slater: My first introduction to Beneficent Financial was five years ago when a co-worker told me she would be retiring in a few months. I was shocked, and couldn’t imagine retiring. She praised the financial advisor she and her husband had seen, and made looking at retirement possible. I asked her to provide the information on how I could meet with this person. She gave me the information for Beneficent Financial. I met with Cathy Downs soon after. I can’t say enough about Cathy and her staff. Cathy makes you feel comfortable, and has an endless amount of knowledge. I was able to retire three years after meeting with Cathy. I am so thankful for all that Cathy has done for me, and would highly recommend her to anyone.

5 /5 Lorie Dongon: I am delighted to share my experience with Beneficent Financial, a firm that has played a pivotal role in shaping our retirement journey over the past ten years. Initially referred by a trusted friend and co-worker, my husband and I had the privilege of working with Cathy Downs, an exceptional financial advisor whose expertise has been instrumental in securing our financial future. From our very first meeting, Cathy demonstrated an impressive grasp of investment strategies, along with a comprehensive understanding of the associated financial and tax implications. Her extensive education and experience in the field were immediately evident, instilling a profound sense of confidence in her abilities. It became clear that Cathy is not only a seasoned professional but also genuinely committed to the well-being and prosperity of her clients. Over the years, what began as a professional relationship with Cathy and her team has blossomed into a deep and meaningful friendship. The entire staff at Beneficent Financial, including Nancy, Rosie, Jen, Ashley, and Carrie, have become like an extended family to us. Their amiable approach and unwavering dedication to their roles have consistently exceeded our expectations. I must commend Nancy, in particular, for her exceptional kindness, unwavering professionalism, and a willingness to go the extra mile, especially when providing clarity on our investments. Her invaluable contributions have been a cornerstone of our positive experience with Beneficent Financial. In conclusion, I wholeheartedly endorse Cathy and her remarkable team to anyone seeking a financial planner who embodies trustworthiness and expertise in investment and financial planning. Beneficent Financial has not only been a source of invaluable guidance but has also become an integral part of our lives. Their service comes with my highest recommendation.

5 /5 Michael Amado: We have been using Cathys advice (Beneficent Financial) now for over 15 years. I was able to put my child through top private schools in Pasadena and send her to a private college, as well as retire 4 years ahead of schedule with the help and advice of "the Safe Money lady! The staff is very helpful and supportive and in addition to the various services they provide they host annual events such as, a shredding day, and seminar topics that are pertinent to everyone! Dont hesitate to give them a call today!

5 /5 alec n: The Beneficent Financial staff are truly exceptional! They are highly knowledgeable, diligent and caring. I was particularly impressed with the level of knowledge that Cathy has about retirement planning. I appreciate their passion for financial planning and helping others. I cannot say enough great things about my experience.