3 Best Financial Services in Los Angeles, CA

Working with Pathway Financial Service is the best decision I've made! I trust Jen explicitly to give guidance and make financial decisions in my best interest; whether it's credit card balances, stocks/bonds, school loans, or retirement. I've worked with her for over five years -I don't ever have to worry about my finances, what a relief! I am confident in her knowledge and professional guidance. Jen explains things clearly and is patient with any questions I have. She is very responsive, warm, friendly, and a pleasure to work with.

Jen was wonderful to work with! My husband and I did a personalized financial plan with her -- she took the time to understand our goals, thoroughly explain concepts, and explain and write up all her recommendations and reasoning in a way that was very clear and easy to take action on. She was also available for any additional questions we had, which was incredibly helpful. We can't recommend her enough.

Jen was so wonderful to work with! She gave us excellent guidance and was completely nonjudgemental. She took the time to really get to know us, and our goals and dreams, so that she could make informed recommendations about our financial planning. Working with Jen has set us on a solid path toward retirement.

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Stephen was so helpful and informative about my ESOP rollover. He was genuine about wanting what is best for my individual situation and offered wonderful advice. He was able to break down the differences and pros and cons of each type of retirement plan and gave me some suggestions for where to start my financial investing journey. After our phone call he sent me a follow-up email listing several resources that I am excited to utilize. Thank you so much for your time and advice Stephen!

My wife and I have the privilege of working with the Navalign Group, planning our current and future retirement goals. Arguably, we are not their most lucrative client, however, we always feel that we are a top priority, and that our business is valued. Stephen, and his excellent team, answer any, and all our questions in a prompt, courteous, and knowledgeable manner. Their advice is sound, relevant, and tailored to our specific needs. We did extensive research seeking an investment firm; our due diligence paid off. I hope everyone has the opportunity to experience this kind of 'kind customer care'. Great Job - ALWAYS.

Stephen has truly been a pleasure to work with. He is very thorough in explaining our investment opportunities in a way that is easy to understand. Stephen is always very responsive and I appreciate how he takes time to talk through all options. The online portal is also awesome, it has a clean dashboard and has been a great resource for us. I love seeing our finances all in one place. Would highly recommend Stephen!

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My financial adviser at Affluencer Financial Advisor is Sam Rad, who I met when taking his classes about Social Security and Retirement advice. In addition to being a financial adviser, he also offers classes at UCLA and West L.A. College. I had been so impressed with his teaching style, offering material that was both informative and very useful, yet he made it fun and interesting. When I decided to become his client, he considered my personal situation and gave me ideas that fit with my finances and goals that were achievable. He was honest about my situation, telling me what I needed to do to eliminate debt and save for the future, requiring both discipline and patience. His firm espouses their fiduciary duty to make their clients' welfare their primary goal. They have a flat annual fee, and they do not try to sell stocks and bonds with the sole goal of making commissions, but to the detriment of their clients. Sam Rad measures his success by how successful his clients are, and he gives the same amount of attention and care, regardless of how much personal assets his client has. I have always felt very comfortable and confident having him as my adviser and can highly recommend him to anyone who seeks an honest and caring individual who places his clients' welfare as his primary duty.

I have been a customer of Affluencer financial advisors for a few years now and have found them really helpful and knowledgeable on a wide range of financial matters. I use them for all my financial affairs, whether for transactions or just advice. Highly recommend for all financial planning.

A true CFP with heart!, Completely happy with the service I received., Samuel Rad, Certified Financial Planner have been my financial advisors for some years.,

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