Financial Planners near Manhattan Beach

“The Manhattan Beach team has been a fabulous group to work with. It is a collection of overachievers looking to make a positive impact to those around them and in the work that the do!“

“After my retirement in 2022, I was actively looking for a competent financial advisor to manage my retirement account. I am glad that I was able to hire Derek of Augustus Wealth as my financial advisor. He works deligently and always keeps me informed of key investment decisions on my account. Since he took over the management duty, the account has grown more than what I have expected. I am very happy to have Derek as my financial advisor and would not hesitate to refer him to my relatives and friends.“

“WellAcre Global Wealth Advisors is a stellar financial advisory firm. The assistance and guidance they have provided for these past many years has gone above and beyond my expectations. Not only are they attentive and responsive, but they are proactive and always think about what is in my best interest. They have provided services to not only my personal financial portfolio, but also with my business. They never cease to amaze me with their knowledge and willingness to help out in any way possible. They are simply THE BEST!“

“The HWM team are extremely knowledgeable and professional they have provided much needed direction and advice regarding a variety of financial issues. I highly recommend them!“

“Ned Hawley is really great to work with. He is extremely knowledgeable and hard working when it comes to my accounts.I know whatever is going in the world, he will take very good care of me. I trust him to make some very big decisions for me as far as handling all my accounts. He understands my needs and is very skilled at what he does. He always takes the time to listen and answer any questions I might have. I am very glad to be with Ned and LPL. I would highly recommend Ned!“

“This financial firm has been excellent in helping me navigate the financial markets and to where my money should go. The advisor Erica, has been my expert and consultant in my finances, and she’s been awesome!She’s very knowledgeable and knows her way around finances. She’s patient and diligent when working with her clients. She explains really well what the plan is and how finances and the market work, and how to manage your money with the best possible results.Besides being an expert in finances, Erica is a very kind and noble person. She takes all of life’s dimensions into account and makes sure that the directions for finance will give you the best possible outcome!You can’t go wrong with this financial firm!“

“Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.“

“Quantum is a team that values integrity highly. Our experience with them has been exceptional. We have completed three transactions with Quantum, and on each occasion, they exceeded our expectations by providing better funding options and interest rates. We highly recommend Quantum to anyone looking for a trustworthy and dependable partner. Integrity is a top priority for Quantum, and with each transaction, we have seen their commitment to this value through their excellent service, funding option. Thanks team, akash.“

“Cetera is an amazing place to work! But also, is the best at collaboration and exposure to best & brightest financial advisors and independent broker dealers. Cetera it's about serving others and this organization goes above and beyond to achieve those values and standards.“

“I used to work for the NM SM team and was a client long before that. I cannot say enough good things about Devin, his team and the advisors in the office.“