Mohamed Peer Rafeek is a Licensed Financial Representative with Primerica serving Torrance and its surrounding areas. He has over 27 years of experience in this financial industry. Primerica shows people how to achieve a better financial future by helping them learn how many work concepts with approximately 2.5 million client accounts. In addition, they offer the best solutions aimed at assisting families in achieving their financial goals. Their goal is to help you reach your savings goals while providing the highest-quality client experience. They are a financial services company for everyone. They offer services for those just starting on their investment journey or already in retirement. Mohamed Peer Rafeek provides services for the following locations California, Alabama, Arkansas, Arizona, Florida, Hawaii, Maryland, Michigan, Nevada, and Texas.
UNIQUE FACTS:
• 27 Years of Experience
• Offer Insurance
• Online Consultation.
3 Best Financial Services in Torrance, CA
Expert recommended Top 3 Financial Services in Torrance, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
MOHAMED PEER RAFEEK - PRIMERICA REVIEWS
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.
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.
Mr Rafeek and Amy have always been very supportive and kind to us. I learn a lot from them . They take their business very seriously and they are very professional. We feel very fortunate to be associated with them. I recommend their financial services to everyone. Abdi mostofi.
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Falcon Wealth Planning is a financial planner to help its clients to achieve their financial goals. Falcon Wealth Planning is a Registered Financial Firm and Certified Financial Planner professional who helps clients across the country with more than 30 years of experience. Their team of investment experts will help you create a customized investment strategy to let you live the life you want with as little risk as possible. They dedicate their services to preparing creative solutions tailored specifically to you. Falcon Wealth Planning controls your taxes, fees, and investment risk. They specialize in comprehensive financial, tax-efficient retirement income and help their clients to achieve their financial goals. In addition, they have opportunities to help increase their financial situation as efficiently as possible.
UNIQUE FACTS:
• 30+ Years of Experience
• Online Consultation
• Free Assesment.
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Sat & Sun: Closed
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FALCON WEALTH PLANNING REVIEWS
We were looking for a professional opinion of our financial situation mainly when and how feasible retirement is. We found Falcon Wealth Planning and have been so happy that we did. Our first meeting was with Kevin Mayo. His informative, no pressure approach was awesome. He gave us insight into tax issues we might have when we do retire and suggested steps to take to minimize those issues. He wanted to educate us, not just give an opinion. After a couple of meetings, we decided to have Falcon Wealth be our financial planning resource.
Quinn Carranza with Falcon Wealth Planning was absolutely knowledgeable. He listened to my concerns, and financial goals. With the information I gave him, he worked on a plan that fits my needs now, and for retirement. He was very patient and answered all my questions. I was very happy with our over the phone meeting. I highly recommend.
I was referred to Falcon Wealth from The Dave Ramsey show and my wife and I couldn't be happier with our experience with our assigned wealth planner Sam Bigharz. Sam was very professional and easy to talk to. We felt that Sam was genuinely giving us the best financial advice possible. We would highly recommend Sam and Falcon Wealth.
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The Galeb Group is a full-service financial consulting firm located in Torrance, California. The Galeb Group is dedicated to helping its clients build wealth and protect their hard-earned assets. Their firm is completely independent, so their loyalty belongs exclusively to their clients. The Galeb Group independence enables them to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products they leverage to create customized client portfolios. Their mission is to understand your financial needs and long-term goals. They want to help you to develop, implement, and monitor a strategy that's designed to address your individual situation.
UNIQUE FACTS:
• 6 Years of Experience
• Online Appointment
• Customized Client Portfolios.
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THE GALEB GROUP REVIEWS
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 prompt & informative with all questions & issues that arise. He has been incredibly patient with my Mom, who is 90. Very informative with my son, who is 22. As well, he has helped us understand what the best options are for our stage in life. We feel quite relaxed knowing Brian & The Galeb Group are helping us with our investments & retirement plan.
I am so happy to have found The Galeb Group. All of the advisors are true professionals and extremely knowledgeable in their field. Ryan M. is an outstanding advisor and as a young professional I feel confident and optimistic with him managing both my retirement and personal investment portfolios. He consistently goes above and beyond, spending as much time as needed to thoroughly review my performance summaries. He is always prompt and provides thoughtful, trustworthy advice. I will continue to recommend Ryan and The Galeb Group to anyone looking for superior financial advising.
Brian has been my financial adviser for years and I'd be lost without him. He manages both my retirement and personal investment portfolios and got me set up with life insurance. He always takes the time explain my options to me and reviews my summaries so I understand how my portfolio is performing. He is trustworthy, responsive and extremely knowledgeable in the world of finance. I would highly recommend him or his team to anyone looking to set themselves up for success in their financial future.
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