Guttman Financial Planning - Santa Monica (CA)

Rachel Bell Transferring all my investments to Ebert Capital was the best decision Ive made. I sold a house right at the beginning of the pandemic and took Bens advice to invest the profit and the gains have been exceptional. This company really does its research and works hard to build your investments, and at the same time maintains a quick responsiveness and caring about clients. With all of the stresses of 2020, my financial investments gladly are not one of them.

Pete Poulos The entire staff at the Salinas branch may be the best banking center team in Monterey and Santa Cruz counties. They always go the extra mile for me. I didnt know what a relationship with your banker was until I banked with Comerica.

Drew Bader Some nice people here but some of the advisors are incompetent. Heard an advisor was fired for a racist tirade in public. Another advisor who was a cheerleader at UCLA was an apologist for this individual and is racist himself. Some of the advisors clearly demonstrate a lack of professionalism and are technically not qualified for their positions. I’ve heard too many stories of missed investment opportunities, deception and overall questionable behavior. Other than that, this branch is ok.

DJ ThinK Best around.