Giordano Wealth Management Group - UBS Financial Services Inc. - Pasadena (CA)

Anthony Kang Shamal was awesome in helping me resolve my old tax return issues. He responded to my reach out the very next morning, told me the exact documents he needed AND how to get them, and came up with a solution within a day. Luckily, my issue was able to be handled on my own thanks to his detailed instructions. Will definitely look to work with Shamal again as my filings become more complicated.

Rex C Am a long time member and very pleased with the way management takes care of our monies. They reduce overhead when needed and expand when appropriate. Rates are very competitive.

Adrian Arreguin Excellent service very friendly