Financial Planners in Westlake Village

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“As a young investor, I was nervous to work with financial planners, as I worried I would be taken advantage of. But after searching for 2-years and countless meeting with planners, I knew Investor's Advantage was the right choice. John and Daniel are not only passionate professionals, but they take the time to educate me. I know exactly where my money is going, my account's performance, and what their fees are. I highly recommend working with Investor's Advantage.“

“My name is Robert Gonzales and I wanted to take a moment to personally thank David brodsky for being the kind of person that takes the time to make you feel comfortable and to make sure your needs are taken care of. It's a quality that is very hard to find anymoreI just Retired and I've had many choices but my wife and family have known David for years. So now that it's my turn to invest into my future. I'm more than comfortable with my desision. So much my wife and I drove 125 miles to meet and to invest in my IRA“

“Bumbarger was one of the easiest and most knowlegable financial planner I have met. He listens intently, responds immediately, and seems to have a good grasp on investments that most planners I have interviewed are not even aware of or are restricted in presenting.“