3 Best Financial Services in Torrance, CA

My family and I recently started working with Rafeek and it has been the best experience ever! He took the time to meet us in person and went over in thorough detail about what he does and how he can help us. He listened to every question and had an answer for whatever we needed help with. Rafeek showed that he was dedicated and the follow up from him has been phenomenal! During these trying times with the economy constantly going through changes I’m glad to have a professional like Rafeek there to guide my family and I. He is a wonderful financial advisor and wonderful person. Very grateful to be working with him in the years to come!

Rafeek is an excellent financial advisor. He has been patiently helping me and my daughter achieve the financial independence and security that we aim for. He is very knowledgeable and well experienced in his field. He has extensive knowledge and skills. I highly recommend Rafeek for financial advice and guidance. I give him 5 stars.

Very happy to start my retirement plan with him. He explain and took time so i can understan every question i had. I highly recomend him.

We've been with EP Wealth since Dec 2010. We're very happy with Derek Holman and his staff. He's knowledgeable, easy to talk to, caring, answers questions timely, and does strategic planning. Our portfolio has grown substantially. EP Wealth holds educational seminars and social gatherings. Perks that we appreciate are: 1) Review of prescription Part D plans and recommending changes. In 2024, we switched plans, saved 44% in prescriptions this year. 2) Selling our rental income buildings - Rather than flat-out selling a building and paying HUGE capital gains, they recommended that we do a Delaware Statutory Trust (DST) for deferred capital gains (pay ordinary income tax as you pull out money). 3) Required Min Distribution (RMD) - I reached age 73 recently. Rather than flat-out taking 401K distributions and paying income tax, I decided to take half and other half, give to charities to reduce tax hit. 4) Living Trust - They help you doing updates. So, bottom line is EP Wealth does more than just manage your portfolio. They offer other services which are great perks. It's not all about just the numbers

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.

Nothing but great service and excellent advice. Trevor Bush had been our go-to, and we couldn't be happier. He replies immediately with calls. Top notch service and very well informed on market business