Top 15 Financial Advisors in Santa Monica, CA

Nevaeh Johnson Everyone I’ve spoke to at Smc finical aid was not only difficult but incredibly rude. Tracy changed my perspective on this office entirely. She is amazing, kind and helpful!

Jeff Wilson I needed help with my books asap! They are not only a grade A cpa firm, but they also handle Quickbooks as well. Kyle as an artist when it comes to taxes so ask for him if you need tax help

travis siegel Very happy with Daniels help so far. Hes extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didnt know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.

Drew Bader Some nice people here but some of the advisors are incompetent. Heard an advisor was fired for a racist tirade in public. Another advisor who was a cheerleader at UCLA was an apologist for this individual and is racist himself. Some of the advisors clearly demonstrate a lack of professionalism and are technically not qualified for their positions. I’ve heard too many stories of missed investment opportunities, deception and overall questionable behavior. Other than that, this branch is ok.

Geoff Allen I have been a client for 4 years now and have been very impressed with Adam and his team’s high level of technical experience, professionalism, attention to detail and prompt communication. It is rare that I come across great customer experience. Wellacre is exceptional! Thank you!

Pamela Buckley Professional staff

Michael Banayan integrity and honesty is what goes on here

Andy Lopez This business is permanently closed; no rating on service

julian borrego I am very pleased to collaborate on my investment portfolio with Gerber Kawasaki - particularly and primarily in working with Robby Lewis. His genuine interest, attention, and advice is exceptional- and I am satisfied with the way my investments are tracking. I highly recommend working with Robby Lewis.

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.

Hazim Rekab I heard about Express Financial through my friend Tyler Anderson, they did my umbrella insurance policy with very competitive rates and theyre known mostly for doing business and personal taxes. They did an amazing job on my taxes.

Naomi Loftsgard Sterling Financial was outstanding in helping find a suitable Medicare plan for my dad. Their expertise, clear communication, and personal attention made the process seamless and easy to understand. Highly recommended for their exceptional service!