Financial Planners near El Segundo

“I have been with Ms. Norse since I retired in 2011. I am very appreciative of the excellent financial advice she has provided me over the years. Her expertise and trustworthiness are outstanding.“

“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.“

“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…“

“I have been a client of LA Wealth Management for many years. Laurie Allen is exceptional in her service and professionalism. I meet with her on a quarterly basis to make sure my financial goals are on track with my future plans. I have received a great return on my investments and continue to see the growth across the board in all of my accounts due to Laurie's guidance.

I have referred many clients to LA Wealth Management over the years and all of them have told me that they are receiving the same exceptional personalized service. Laurie takes the time to get to know clients on a personal level, and remains in contact with them. I highly recommend LA Wealth Management if you are looking for financial guidance, retirement strategies, or investment advice.“

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“We’ve been working with Ken and his team for about a year now and couldn’t be happier with the services provided. Ken is thoughtful, caring, and really takes the time to explain financial decisions to us. He provides frequent updates to our accounts and the market in general unprompted and it is a pleasure to work with him towards our goals. We are excited to have found Ken early in our careers and look forward to working with HWM for the long haul!“

“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.“

“I moved all my finances over to this team. The level of service is night and day to the other firms in the area. If you are thinking about this, MacGregor Leo is the guy you want and he will take care of you.“

“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!“

“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.“

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