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9AM - 5PM
4640 Admiralty Way #500, Marina Del Rey8AM - 6PM
4640 Admiralty Way #500, Marina Del Rey“Top notch socially responsible investing and comprehensive fee only financial planning.“
9AM - 5PM
12100 Wilshire Blvd 8th floor, Los Angeles“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…“
8AM - 5PM
4th & 6th Floors, 433 N Camden Dr, Beverly Hills“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“
8AM - 5PM
841 Apollo St #320, El Segundo“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!“
Open 24 today
2447 CA-1 2nd Floor, Hermosa Beach“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!“
9AM - 5PM
1632 Aviation Blvd, Redondo Beach“Laurie is amazing and knowledgable. She completed my retirement papers for me, walked me through my preretirement steps and offered advice on what to do. Not to mention, my investments have really done well.“
9AM - 5PM
222 N Sepulveda Blvd Suite 2000 B, El Segundo“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!“
9AM - 5PM
222 N Pacific Coast Hwy 10th floor, El Segundo“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.“
9AM - 5PM
2800 28th St #327, Santa Monica“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.“
“Discovered Merrill after a horrible experience with purchasing silver coins from Lear Capital. Merrill was really helpful in explaining the process of buying and investing in stocks. I didn't have a large sum of money to invest but Merrill was patient with me and I feel like I'm on the road to financial success.“
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