Keywords: establishment,finance,point_of_interest

Morgan Stanley Financial Advisors - Pasadena (CA)

Address: 🏡 55 S Lake Ave Ste 700, Pasadena, CA 91101
Phone : +1 (626) 449-1240
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJh2s1y0PDwoARUZuiMnOXI_4

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    Ignacio Haro: Excellent, wonderful service! Robert Thomas and the staff are highly professional, competent, and empathetic to the needs of their clients. I highly recommend this company to anybody who wishes to make sound, diversified portfolio investments!
    Cetera Investors - Pasadena
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    dp: Highly recommend! I probably review them every year because each experience is so good. Super chill and easy to work with, great job, make handling taxes an effortless and headache free experience. Give them a call, they are also very generous with answering questions even if you dont use their services. I would honestly pay 5 times the price for such great support.
    Merrill Lynch Wealth Management - Pasadena
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    Vivian Pine-White: Rich McWhorter is superb. I wouldnt go anywhere else.
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    Pablo Selener: Avoid. Sold me investments that were horrible (~2% compound rate or worse), didnt disclose he was getting fees from those companies. I got locked into illiquid investments for over half a decade, leading to complicated taxes and losses. When things got tricky, he bailed and dropped me as a customer, without even communicating. Im still dealing with the aftermath. I did >10x better managing my own money, you can too. Buy a three-fund portfolio, rebalance once a year. Read "The intelligent investor". Thank you Ricky for teaching me not to trust "financial advisors". Saved me a lot of money in the long run, though it was an expensive lesson.
    Mission Street Wealth Planning - Pasadena
    Scott Moe: We have been working with Mission Street Wealth for several years now. Gary has been receptive, empathetic, and a responsive to all our questions and concerns. We debated a long time if working with a financial advisor was a worthwhile investment for us. Im so happy we decided to move forward. I would highly recommend Mission Street Wealth for financial advisement, wealth planning, and considering your future estate decisions. Garys decades of experience and genuine caring manner has been key to our confidence in planning our familys future.
    Oliria Financial - Pasadena
    Robert M: Working with Zareh and the team at Oliria Financial has been such a great experience. I was honestly a little overwhelmed trying to figure out the next steps with my finances but Zareh made everything super easy to understand. He’s sharp, and really takes the time to break things down in a way that makes sense. You can tell he genuinely cares, which is rare. I left our first meeting feeling more confident and clear than I had in a long time. If you’re looking for someone solid to guide you I recommend reaching out to him.
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