Top 15 Financial Advisors in Long Beach, CA

Ruth Elaine Peters All of the bankers and tellers are amazingly helpful!!! Fra k, the Bank Manager, has been knowledgeable and often helps me with questions Ive had regarding my account and when I have had to replace my Debit Card due to fraudulent activity. I feel very blessed to be able to so business with this branch. Kindly, Ruth Elaine Peters A Satisfied Customer

Allison Ryal Working with the Bryson team has been such a great experience. They handle all of our insurance and benefits management and make everything so simple. Each member of the team weve worked with has been extremely helpful, responsive, and knowledgeable.

Dwaylon Calhoun Heather is amazing!!! She just helped me get my first car with an auto loan and she did an amazing job helping me answer all of my intercut questions. She was very flexible with her busy schedule to speed up the process of getting my loan approved as well as receiving the check to accomplish a small milestone of mine which was, getting my first car! Pictures coming soon heather, I promise !

Talitha Mauldin Eric was great! He completed my taxes flawlessly. Highly recommend

Winthrop If you want a financial institution where you are actually welcomed as a person and not a number, this is the place for you! I recommend the Marina Branch in Long Beach, Richard and the staff are very welcoming and attentive to your financial needs!

Louise May Teng I have complete faith in Trevor Randall. He and his company are looking out for my best interests and I wish him the best because he IS the best in everything he does!

Vidal Sanchez First time buying a home was a bit stressful, how can it not be getting into the biggest debt of my life. I have to say Hugo Gonzales and the team, made my purchase so much easier and best of all gave me comfort on being able to call and ask questions just about anytime of the day. They would answer all my questions with no hesitation, Im glad I was able to have them as lenders because they where 100 times more helpful than my own realtor agent which is sad, but true in a very good way for them. Thank you on being able to help me with Mortgage loan, you guys are awesome! I will definitely refer you to family and friends.

Ginger Varney The four (now nearly five) years that Serenity has managed my funds have been the best experience Ive ever had with a securities brokerage. Consummate professionals, Irina and Curtis still manage to treat every client as if they have all the time in the world just for you. I cannot say enough good things about these folks.

Sean Lane This business has done right by me for a great many years and I cant reccomend their services enough. A+ 5 star service all the way.

Kevin Coryell I have been a client of Kirk Sheby for 6 years. He has always been very helpful, knowledgeable, and personable throughout our relationship. He has helped me with everything from financial planning, retirement planning, and more recently, my student loan debt. Most importantly, when I call or email him he always picks up or responds quickly. Highly recommend!

Jerr Caruthers He is the best Enrolled Agent to deal with ITS matters. He really came through for a customer when the IRS placed a hold on all her Assets! Within 24 hours Mr. Caruthers had the hold released. He has a good staff and who are professional.

Kris Carrizo After researching different companies and speaking to several advisors, I decided to put my trust in Erica Zaragoza of LA Wealth Management. From the first time we spoke, I had a good feeling about her. Once I met her in person, I knew she was the one to help guide me through my finances and help me prepare for retirement. What drew me to Erica was her positive demeanor and overall kindness. She understood where I was in life and could relate, and therefore provided me with invaluable guidance. She is very responsive and always pleasant to deal with. I highly recommend Erica and advise anyone to get financial advice and prepare for retirement.

Imelda Garnica Really fast to let me know if I was approve for a loan, the office is really clean and Rachel really nice person she explain everything clear. I even got a car insurance that covers everything, I even got a bigger loan than what i needed. So happy happy for this loan.

Winthrop REMEMBER YOU MOST LIKELY WILL PAY BACK A LOT MORE WHAT THEY LOAN YOU. IN MY CASE 22.42% LOOK AT THE YOU WILL PAYBACK VERY VERY VERY CAREFULLY. I can only suggest you read the fine print very carefully, While they try to be upfront at the time you sign the dotted line they have slick, fast talking people who will rush you through the process before you can clearly process how much you really are committing to payback. Even telling you that you are really getting a great deal and in my case, telling me that in the long run it will HELP MY credit. I consolidated a large credit card balance (like borrowing from Peter to pay Paul kinda thing) and in the long run it hurt my credit. All I saw was a quick fix. I was DESPERATE like most people that go to a place like this. Today I got my Title back a sense of relief, Lesson learned never to get that way again. TAKE-A-WAY READ BEFORE YOU SIGN AND INVESTIGATE OTHER OPTIONS BEFORE YOU GO HERE. DO NOT GET RUSHED INTO SIGNING ANYTHING!

Don DuBose Mr. Davenport and his team have been a great asset for our business! He truly knows all the strategies that helped us keep more of our hard earned money without putting us at risk for audit. I truly thank them for helping me save on the ridiculous amount of taxes we have to pay.