Keywords: establishment,finance,point_of_interest

Wilshire Advisors - Santa Monica (CA)

Address: 🏡 1299 Ocean Ave #600, Santa Monica, CA 90401
Phone : +1 (310) 451-3051

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJv0i7EsWkwoARAv1kcXPle4Y

Others Near Santa Monica,CA

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Fidelity Investments - Santa Monica
Jennifer Errande: The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.
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Maria Serrato: Sharmistha Ghosh provided outstanding assistance throughout the financing process for my recent purchases from Ritchie Bros. Her attention to detail, prompt communication, and dedication to ensuring everything was on track made the experience seamless. I couldn’t have asked for better support and would highly recommend her services to anyone seeking financing solutions. Thank you, Sharmistha!
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