Financial Planners near Culver City

““

“Danny is super-knowledgeable and thorough. He lays out everything in an easy-to-understand (even for a non-numbers guy like me) and fully explains the options available to you. He makes the somewhat daunting prospect of planning for your financial future easier—it’s always a pleasure to have an expert on your team! Danny is a pleasure to work with and I would highly recommend Satori everyone. Give Danny a call…“

“We recently had our biannual meeting with Bill Holliday and AIO Financial. Bill is always very well prepared for our meetings. He has examined our current portfolio and has recommendations as to what should be sold and what to buy in order to balance our portfolio and to maximize our potential gains from the market. He is willing to take whatever time we need to understand our investments and provides guidance and information as to our long term prospects regarding whether or not our current finances will be sufficient to cover our needs in the coming years. We always feel more confident regarding our financial situation once we have met with Bill“

““

“I started working with Melanie at the start of the year in just 5 short months, I already feel so much more comfortable with my finances and our plan for reaching my long-term goals. I was looking for someone who not only had an expertise in financial advising, but someone who would also be able to provide an individualized personal experience. That's exactly what've I've gotten!“

“It's really rare to find kind-hearted people, but I've been fortunate to have a 4-year friendship and business relationship with Mr. Ralph Carico. He's been awesome, kind, and specially oriented. I want to thank him for being supportive every time I buy and invest in digital stocks with his firm. You can contact him via Ralph Carico.“

“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!“

“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!“

“New Day Commercial has truly outdone themselves! Paul Haglund and Dain K. Court worked tirelessly to close a complex deal for my clients - a brewery and the accompanying commercial property. They expertly structured not only the initial loan but also created a seamless bridge to a future SBA loan, making what seemed impossible, possible.

This deal was no easy feat—underwriting a challenging file with just 15% down and a projection-based loan is practically unheard of, yet Paul and Dain made it happen with professionalism, persistence, and expertise. Their commitment to the success of their clients is unmatched.

I am forever grateful for their hard work and dedication. New Day Commercial is forever my first choice for commercial financing. Highly recommend!“

“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.“

“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.“