Financial Planners in Westlake Village

Financial Planners in Westlake Village picked by BestProsInTown

“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“

5 Superb1 Reviews

“We met Tom at strategic path during a workshop. We signed up for him to review our finances for retirement. He worked diligently through everything and came up with nice plans and suggested couple financial moves to help secure some of our money so to confirm our retirement won’t run out way before we do!! We feel better about our money and see a more comfortable retirement down the road.If you have any issues or uncertainties or snags, Tom will help and resolve them for you! Glad we met him!“

5 Superb13 Reviews

“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.“

5 Superb1 Reviews

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