Financial Planners near 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.“

“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.“

“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!“

“Very easy to schedule with and excellent offering of services during useful consultation.“

“Hermosa Wealth Management evaluated our current situation, helped us define some realistic financial goals and helped set us up for long term success. The team is passionate about what they do and took the time to educate us throughout the process. I cannot recommend them enough!“

“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!“

“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.“