Torrance, CA Financial Planner

A true gem. Tells it like it is. You definitely want this gal and her team in your corner. Highly recommended from a long time Palos Verdes resident.

I've been working with Dan Bennett for more than 12 years now. He has helped me build a strong and diversified portfolio. I trust his expertise as well as his instincts a ... more

Disappointed - EP Wealth Advisors Torrance! Contacted Cristin Harris Rigg on 1/11/23 to schedule a paid consultation. Ms. Rigg explained she would be happy to answer my ... more

Ajay is not only very attentive and responsive but he also LISTENS. Not just hears what you say, but listens. All of our interactions have been personable and friendly an ... more

Found them through Dave Ramsey's network and couldn't be more happy with their work. Jamil has been extremely helpful and has made this process as informational as possib ... more

(Translated by Google) VIP CLUB LA Business Fellowship is here, courtesy of U N I Worldwide Financial Marketing Inc. (Original) U N I Worldwide Financial Marketing Inc.だ... more

A wonderful two-family run financial advising business. The well being and satisfaction of their clients are always their top priority. They take the best financial appro ... more

I have been with ICM for the better part of a year and have learned more about this industry in less time than I thought I was possible. This knowledge didn't just come f ... more

Excellent Service!

Nice ATM with clear spacing between each counters. As always BOA ATMs are one the best.

I have been going to Steven since 2012 for tax advice, and for help with my filings. Steven has seen my income sources grow from more simple to more complex over the past ... more

Worst service and too slow.

Disappointed - EP Wealth Advisors Torrance! Contacted Cristin Harris Rigg on 1/11/23 to schedule a paid consultation. Ms. Rigg explained she would be happy to answer my ... more

I've worked with Connor over the years and can genuinely say, he is one of the brightest advisors I've come across in the financial services industry. Aside from being a ... more

I’m been using Robert Kim for 4 years now. I am extremely satisfied with his Service, when he started doing my taxes I started saving money. It’s very convenient to h ... more

A great person to work, has been doing work for my family for many years.

Derrick is great and helped me set up my retirement plan.

Very friendly and informative team, took a look at my entire financial situation and helped me understand how to get on track for my retirement down the road. They also ... more

Brian has helped our entire family! My sister, my Mom, our son & my husband & my personal finances. All stages of financial life, Brian has handled. He is extremely pr ... more

My wife and I were looking for a company to manage our portfolio. What we found in South Bay Financial Planners is that and so much more. They listened and asked question ... more

Horrible customer service. I just spent 45 minutes waiting for a teller. 15 people in line with one teller. Then I can not close my account since there is no banker. But ... more

Very good customer service even though we didnt have an appointment

Atienden vien cuando va uno a caviar El cheque

I highly recommend EP Wealth. They are transparent and honest with their advice.

Ralph Garrido is the most capable CPA in the city. I would highly recommend his services for all of your business and personal tax needs as well as accountingAnd payroll.

Beware!! Worst experience and lender ever!! They made the process of buying a house the worst. They have been working on my loan since April. It was contingent upon my wi ... more