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Closed today
10900 183rd St #215, CerritosClosed today
1600 Rosecrans Ave Building 7 4th Floor, Manhattan Beach“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.“
Closed today
10833 Valley View St Suite 520, Cypress“We have worked with Marty for many decades. He has been a valuable resource in providing a financial plan during the various stages of our lives. Marty is a good listener and takes times to understand what is important in our lives and provides financial options to achieve our goals. He and his team of Audrey and Fabiola are efficient, trustworthy, and respond quickly to our questions and concerns.“
Closed today
3780 Kilroy Airport Way Suite 200, Long Beach“Carolanne has been managing my investments for about 10 years. She is very responsive and makes a point of touching base with her clients through out the year. My investments have done well under her management!“
“Highly recommend this stellar firm that strives to make clients feel like family. Trustworthy and reputable.“
Closed today
3030 Old Ranch Pkwy # 375, Seal Beach“Marvin and Heather are knowlegeable, ethical and trustworthy. I highly recommend their services!“
Closed today
5704 Cherry Ave, Long Beach“I have been coming here for many years and I really trust Launa with my taxes. It's affordable and she doesn't over charge like others or raise her rate on me.Every time I come here it's in and out. I would recommend this place!“
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