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Financial Advising reviews in Los Angeles

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  • I think Ed is the best. I decided 10 years ago that even though I had an econ degree, I simply didn't have the time, energy, or knowledge to do the research necessary to handle my own investments (and still make the returns I wanted.) I was with a couple of other planners before Ed, but was never completely happy with them... they seemed a little passive, and sometimes I felt like I was still having to drive the plan. With Ed I feel completely confident with the state of my investments. He always explains everything in a very easy to understand way, presenting pros and cons to every scenario, then giving me his recommendation for my own personal situation. He regularly goes above and beyond what I expect from him: today for instance he gave me a Provider name locked. and clear explanation of the pros and cons of S-Corporations versus C-Corporations (I'm planning on incorporating in the near future.) This was something neither my tax guy nor my accountant have been able to explain to me clearly.
    - MATTHEW F.
  • Provider name locked. Pierce and her husband Provider name locked. work as a team. They are extremely honest and have their clients best interest at heart. They have managed my portfolio for many years, and just recently started managing my mother's too.
    - LINDA T.
  • I have had many different contacts at my bank for this account and the first person put me under the wrong plan. Overall, my current financial consultant seems to be knowledgable and helpful.
    - MELISSA L.
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Financial Advisors in Los Angeles

Companies below are listed in alphabetical order.
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