Find the Best 18 Finance services in Pasadena, CA (Part 2)

Ché Landon My wife and I interviewed 11 different financial advisors from top firms in both LA and NY before making the decision to move forward with Chris Mastro at Impact. Choosing to work with Impact has proven to be one of the smartest decisions we’ve ever made for our family. We could not be happier with the guidance and growth we’ve received. Chris is one of those rare individual’s who possesses a level of expertise matched by integrity.

dp Highly recommend! I probably review them every year because each experience is so good. Super chill and easy to work with, great job, make handling taxes an effortless and headache free experience. Give them a call, they are also very generous with answering questions even if you dont use their services. I would honestly pay 5 times the price for such great support.

Al Capital Funding Services Thank you, good work.

Dennis Chapman The Most Confused Financial Planner??? I have been listening to KFI radio for many years and I continuously hear a commercial for a financial planner and a radio segment by Ric Edelman. During the commercials he gives a phone number where people can contact him and then follow up by saying “Or visit us at Ric Edelman.com, that is Rice Stellman.com”. Now which one is it?? Is it Ric Edelman.com or Rice Stellman.com?? He sounds very confused and I certainly would not want someone that confused handling my money. Does he mean that we are able to reach him at either email address?? Or, is he trying to clarify that instead of Ric Edelman.com it should be Rice Stellman.com?? When I search for someone giving financial advice I expect them to be accurate and precise, not ambiguous. This confusion cannot be blamed on the advertising agency because Ric does the voice over. I think that they need to review their commercial and step it up to a professional level, as professional as they claim to be.

Tina DMarco My consultation was almost 2 hrs long, I was not charged, mr. Hunt Salembier was informative & sensitive to my needs. I highly recommend The Sterling Group.

Michael Kunch Love the rep. Overall good experience.

Gail L My husband and I have worked with Schneiders, including John, Wanda and the rest of the team for many years now. They came highly recommended by close friends. I trust Johns advice and expertise explicitly. His guidance in planning for retirement and keeping our assets growing and safe is invaluable and I recommend Schneiders to anyone in need of financial advice and management.

Fred Siegel Great people. Very capable.

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.

Adam Cheung Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs. He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. Hes not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pros and cons before deciding if they offer value at a given point in time. In the coming decade, I think this will really bear even more fruit as we are likely facing a stagnant overall stock market where there will be winners, but definitely more losers and where the skill to pick individual stocks will really help Earl shine. Ive always been confident that first and foremost, Earl will protect my capital above all else. But he will also not hesitate to buy when the time and price is right. Its also important that someone has skin in the game and Earls own portfolio mirrors his clients to a large degree as well. In this industry, there are too many advisers and banks that lack accountability so this is much appreciated from my end and adds to the level of trust. All in all, Ive been very happy and impressed.

Robert M Working with Zareh and the team at Oliria Financial has been such a great experience. I was honestly a little overwhelmed trying to figure out the next steps with my finances but Zareh made everything super easy to understand. He’s sharp, and really takes the time to break things down in a way that makes sense. You can tell he genuinely cares, which is rare. I left our first meeting feeling more confident and clear than I had in a long time. If you’re looking for someone solid to guide you I recommend reaching out to him.

Brian Pearlman Dave is an amazing accountant. He’s been doing my families taxes for many years and helped us with a number of complex filings. Dave treats us like family and is available whenever we need him. I can’t recommend him enough. Thanks for being the best!

Annabell Garcia Neuer Luis Rosa is the absolute best financial advisor ever!!! I have been a client of his for 14 years. He has taught me so much about saving, investing and building my financial future. A huge part of my financial success is due to Luis’ guidance and great knowledge. I wouldn’t trust anyone else with my money other than Luis. He looks out for my best interests and guides me accordingly. He is always so easy to talk to and has helped me through these very difficult financial ups and downs. I plan on being a life long client of Luis. Give Luis a chance. I’m very sure you and your bank account will be happy!!!

Janet Michal Started working with Greg about 15 years ago. He got us through the kids education, several life changes, and we are now very comfortably retired. He is helpful, knowledgeable, and effective, and on top of all that hes a really nice person. Highly recommend.