Keywords: establishment,finance,point_of_interest

Phil Fiore: CFP® & ChSNC® - Los Angeles (CA)

Address: 🏡 5700 Wilshire Blvd Suite 120A, Los Angeles, CA 90036
Phone : +1 (310) 231-7775

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJU7bT2HHgt4kRsreW8VxfEoE

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Xcel Financial Services LLC - Los Angeles
Jesse Gonzalez: Xcel financial has helped me set up two corporate businesses and the process was very easy. They have handled all my business and personal financial services for over 5 years and I am very satisfied with their service. Everyone (Lucy, Sandra, Lorena, and Miriam) is great and easy to work with. Highly recommend Xcel Financial.
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James Kim: Great, reliable, and super responsive customer service!
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Express Financial Group - Los Angeles
Joe Arbogast: Spam, spam, spam. Unwanted emails over and over and do not honor removal requests.
RVW Wealth, LLC - Los Angeles
Sheldon Elias Schiffer: My experience with RVW was very fruitful. I provided extensive documentation of my financial situation, my property holdings, my tax liabilities, and my potential future earnings. RVW thoroughly analyzed all angles. The results were a very realistic picture of how I can optimize my holdings to improve returns. Their report included best case tax strategies for a somewhat complex set of options with quite distinct results. Furthermore, the team was excellent at communicating thorough and detailed questions and answers. When there was a topic they could not answer, and there were very few, then they turned to an expert in that specialized field of knowledge. Overall, RVW served my needs at an important time in my life, when I could see the retirement sun coming over the horizon. My work with them gave me clear direction and goals for the long and short run. I look forward to our next step in the process, and I recommend their services to anyone looking to optimize their holdings for retirement.
J & E Financial Services - Los Angeles
Jessica Rivas: Jaime I’d the best tax man I’ve ever had. I recommend him to all of my friends, family, and associates. Jaime is an intelligent, kind, and fair man. Call him to make an appointment.
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Allen Que (MRS. DSL): Excellent, Superb Professionality, & very pleased with price for services !!!
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Kinetic Financial
Antoine Perkins: Please avoid this firm. Representative contacted me. I requested that she follow up at a more appropriate time since I was unavailable at moment. As a result, she never called back. Never trust anyone with your investments affairs that cant honor basic verbal agreements.
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