3 Best Financial Services in Torrance, CA

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.

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.

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.