Top 15 Financial Advisors in Los Angeles, CA

Wasani Williams My experience here overall amazing. Working with some of the best people I have ever met! This place has changed my mindset and has helped me in aspects of my business and my personal life. Highly recommend if you have dreams and goals you want to achieve!

Steven Rodriguez Hmm

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.

Alex Gomez Eddie was an honest hard working man. You guys can trust him with his letters he sends out. My score went up 99 points and I couldn’t be happier !

Alla Kaluzhny We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori. Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.

Linda E. Id been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my companys 401(k) plan. When I attended Ali Hashemians presentation almost two years ago, I immediately connected with him and his insights into retirement, estate and tax planning, and portfolio diversification, so I took advantage of his offer of a free portfolio analysis and suggestions regarding how best to protect and maximize my retirement savings, and thereafter signed on as a client of Kinetic Financial. Ali has many years of experience as a Certified Financial Planner and is an expert on tax-advantaged planning, risk management, economic conditions and financial forecasting. Im absolutely thrilled that I trusted my instincts and am constantly impressed by the level of first-class concierge services provided by Ali and his highly experienced, enthusiastic, courteous staff. It is apparent that everyone who works at Kinetic Financial LOVES what they do! Ali listens to my concerns and bases his trustworthy advice on my specific goals, constantly has his finger on the pulse of the currently volatile, ever-changing markets, and makes invaluable suggestions during our quarterly review meetings. I was beyond thankful when he suggested changes to my investments which moved a portion of my savings from volatile stocks into a more conservative, protected investment. Its a huge relief to know that Ali always has my current and future financial security in mind! I cannot recommend Ali Hashemian and his colleagues at Kinetic highly enough.

margarita mejia Good services

God Quick service and great percentage paid for me. Customer service was awesome and they helped with their knowledgeability.

Rafael Gomez This was my first time applying for a personal loan and Stephanie was nothing, but amazing! She made all the terms and conditions clear and answered all of my questions. She even took the time to explain how can I get to my goal of buying a house one day and how to work on my credit. Definitely recommend this company and Stephanie Schafer.

Eddie Rojas I have been with Molina financial services for about 20 years and they have done such a great job with my financial needs and services. I have introduced Gene Molina to several friends and family members and they still continue to work with Gene. His services are the five star Financial group and I will continue to refer them to all my friends and family members that need his financial professionalism and services

Sergio Morales I spoke with Michael because I’m looking for Credit repair company, he spent 35 minutes with me explaining to be aware of credit repot because they don’t truly remove late payment history. Also advices on the 30% rule. This would be best way to build credit. If you owe $100 pay $70 so the bank makes money and you don’t pay too much interest. Although it’s not exactly what I was looking for I will be taking his advice on $30 percent unsafe for credit building.

Anna Petrenko Please don’t use them—not even as a last resort. What they offer isn’t a loan, it’s a lease disguised as one. They’ll promise you the option for early payoff, but when you ask for a quote just a few months in, they’ll demand the full amount of all future payments. We put $35,000 down and financed $50,000. After just three months, they told us the payoff amount was $90,000—even after applying an $11,000 "early payoff discount." The down payment we made didn’t reduce that amount at all. We agreed to the deal because they claimed we could save on interest by paying early. But the interest rate they charge exceeds legal limits. And because it’s a commercial transaction, there are no legal protections—this kind of predatory practice is technically allowed. They prey on small business owners when they’re most vulnerable. Please—wait, save more, and go through a real bank. Don’t let them trap you the way they trapped us.

James Kim Great, reliable, and super responsive customer service!

Joseph Hudson Greg is an incredible resource for any small business. He exemplifies how a consultant should handle their clients. He has the perfect coaching approach that allows you to stay in control of your business, while providing a strategic plan on how to scale and create the future you really want to see for yourself and your business. Greg is the consummate professional, attentive, punctual, and really concerned with the needs of his clients. Whether you need help lifting off, sustaining, or reaching new heights Greg can help you get there.

Allen Que (MRS. DSL) Excellent, Superb Professionality, & very pleased with price for services !!!