Here’s The Deal: Mohamed Peer Rafeek is Primerica's regional vice president and financial representative in Torrance, California. He became a Primerica Financial Representative because he wanted to support his neighbors, the residents of Torrance, and the surrounding communities with their financial and life goals through a personalized investment strategy. His highest focus is creating value and peace of mind for his clients. With over 27 years of experience in the finance industry, Mohamed Peer Rafeek is dedicated to guiding people towards achieving a better financial future. Primerica helps individuals understand fundamental money concepts through their approximately 2.5 million client accounts. They offer solutions aimed at assisting families in achieving their financial goals, aiming to help them earn more income and become properly protected, debt-free, and financially independent. The new Primerica has emerged as one of the most dynamic organizations in business today and is now North America's largest financial services marketing firm.
3 Best Financial Services in Torrance, CA
Expert recommended Top 3 Financial Services in Torrance, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 MOHAMED PEER RAFEEK - PRIMERICA REVIEWS
My husband & I will never go else where! Every time we have a question they're always there, we're never left without an answer. We recommend them 100% if you're looking to get your finances in place this is the place to go! If you're embarrassed of where you financially stand this is definitely the place to go, seriously look no further! They know the struggle & can definitely help you!! Thank you Rafeek & Amy! #1 Primerica Office.
I'm grateful for Rafeek, he's guided me through my entire retirement plan. I can honestly say that based on his expertise in wealth/money management, I will be able to retire comfortably and keep my current lifestyle well before the current age retirement guidelines. Definitely recommend him with your retirement portfolio. Thank you for your guidance, Rafeek.
Mohamed Peer Rafeek is one of the best financial representative I have ever met. He is very knowledgeable, professional, informative, and most of all, very helpful to his clients and will go above and beyond to assist you on your financial investments. I strongly recommend his services to anyone needing financial advice.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: EP Wealth Advisors is an independent financial planner in Torrance, California. Greg Wells is the firm's regional director and partner. He earned a B.A. from the University of California, Santa Barbara, and holds the CERTIFIED FINANCIAL PLANNER™ designation. The team's mission at EP Wealth Advisors is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Their job is to help you know where you are going before deciding how to get you there. As an independent financial advisor, they bring an in-depth, planning-based approach to address your unique financial goals and needs. They help individuals, families, and businesses manage their decisions with dollar signs. With 30+ offices across the U.S., they bring many resources to every client engagement.
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TOP 3 EP WEALTH ADVISORS REVIEWS
Cristin Rigg has been a member of the Professional Advisory Council at Torrance Memorial for 12+ years. She is a skilled presenter with the ability to clearly teach and explain financial issues. Her specialty with her presentations has been about Social Security and savvy planning strategies. We repeatedly call on Cristin to share this expertise by presenting at our free financial health seminars. She donates her time for these presentations as well as for follow-up meetings with and questions from attendees. I personally have heard many positive reports about Cristin as a financial advisor/planner from her clients who are also known to me from attending these seminars and as donors to Torrance Memorial. I highly recommend Cristin as a financial advisor and professional.
Since I have become a client, I have had nothing but great service from EP Wealth Advisors. My advisor, Clay Zachary, is always available to me and has assisted me in countless ways beyond his role as my financial advisor. I appreciate the resources they offer and the diverse expertise they provide in growing and maintaining my portfolio.
We've been working with EP Wealth since my retirement, and with Tom Nguyen for the past several years. I can't thank them enough for helping us navigate the uncertainties of modern investing. EP Wealth fosters sound financial planning, and people like Tom are critical in ensuring we understand the potential options (or pitfalls) of the future. I highly recommend them both.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Dorsey Wealth Management is a fee-only financial advisor in Torrance, California. Angela Dorsey is the founder and financial advisor of the firm. As a fee-only financial planner, she does not receive commissions for recommending any stock or bond. Angela Dorsey advises what is best for her clients based on their life goals, risk tolerance, and personal and financial situation. At Dorsey Wealth Management, the team partners with women to help them make smart decisions about their money so they can retire to a life they love. As a woman-owned firm, its personalized approach addresses the unique financial planning needs of women who want to be engaged in their finances. Typically, their clients are a few years from retirement or are recently retired. They help you gain financial peace of mind and prepare you for all the stages of your life. By working together through life’s unexpected twists and turns, they always want you to feel they are on the same page as you. They serve clients virtually across the country.
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Up to $1,000,000 - 1.00%
Next $1,000,000 ($1,000,000.01 to $2,000,000) - 0.75%
Next $3,000,000 ($2,000,000.01 to $5,000,000) - 0.65%
Above $5,000,000 - 0.25%
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Sat & Sun: Closed
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TOP 3 DORSEY WEALTH MANAGEMENT REVIEWS
Angela has helped me so much in financial matters! It is an area that I have consistently lacked knowledge of and struggled in. I needed to find a financial planner that I could thoroughly trust. I found that trustworthy, kind, hardworking individual in Angela. As a woman I have many life components that I am balancing, and with the assistance of Dorsey Wealth Management, I no longer worry about my financial decisions. I now have piece of mind that my financial details are being attended to by a financial planning firm that I have confidence in.
I am recently widowed and had to redo all my finances. I wanted to find a financial advisor that was knowledgeable, trustworthy and could explain things to me that I could easily understand. I’m new to this and didn’t want to feel rushed or anxious. Every time I have a question, Angela is always available to answer anything I have concerns about in a very timely manner. It gives me so much peace of mind that she has my back and I appreciate her so much.
It is so wonderful to have Angela Dorsey as my financial planner. I have been her client for more than five years, and with her council and investing, I have exceeded my financial goals and expectations. I would give her more stars if I could. It is wildly helpful to have a trusted unbiased professional on your side when it comes to finances.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.