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!

Pathway Financial has helped us tremendously. We were late getting into the whole "save for retirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

I've been working with Jen for about a year now and know I'm in good hands. She's guided me through a few different situations so far. I really appreciate that she gives advice in a warm and supportive way; it's clear that she truly cares about her clients.

David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has been for over 6 years, we are members of the same BNI networking chapter. which he founded. I would also point out that the majority of our members are his clients, which, in its self, is a sterling recommendation. He calls himself the “Fun Financial Planner,” and that he is, but he is also a charming, kind and considerate human being who cares very much about each one of his clients and their financial future. If you’re looking for someone you can talk to and who will listen and give you the kind of advice that you can understand and count on, then you should look no further than DRM Wealth Management LLC -- David’s company.

David has been my financial advisor for 14 years and I can't thank him enough for setting me on the road to a very secure financial future. He is very knowledgeable and responsive. Trying to navigate all the different aspects of the financial markets and know what fit my financial needs was too daunting so I turned to David. As the saying goes, "don't try this at home, kids", let a professional do it and David is the one.

I have known David for many years and really enjoy working with him. He is very knowledgeable, responsive and accessible. Investing can be a confusing and sometimes scary business but David is always reassuring. I highly recommend him.