3 Best Financial Services in Torrance, CA

“Ajay Vadukul is a Director of Financial Planning at Endeavor Advisors, LLC. I am passionate about helping people live with intention and clarity in their financial lives. He is especially energized by watching clients reach meaningful milestones, whether that’s paying off debt, retiring on their terms, or finally taking that dream trip they’ve been putting off. He believes that financial success is about more than just numbers; it’s about aligning money with your values and long-term vision. Ajay Vadukul is particularly interested in behavioral finance, retirement planning, and tax-efficient strategies. From initial consultation to financial milestones, Endeavor Advisors is committed to turning your financial vision into reality.”

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“Mohamed Peer Rafeek is a Licensed Financial Representative with Primerica. He has over 27 years of experience in the financial industry. Mohamed Peer Rafeek provides services for the following locations: California, Alabama, Arkansas, Arizona, Florida, Hawaii, Maryland, Michigan, Nevada, and Texas. Primerica shows people how to achieve a better financial future by helping them learn how to manage various financial 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.”

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“EP Wealth Advisors helps individuals, families, and businesses navigate financial decisions with expertise and care. Greg Wells is the Regional Director of EP Wealth Advisors. Greg earned a B.A. from the University of California, Santa Barbara, where he played 4 years of Division he golf and was the team captain for 2 years. He holds the CERTIFIED FINANCIAL PLANNER™ designation. At EP Wealth Advisors, every client receives access to extensive planning and investment services typically reserved for families of extreme wealth. With this enduring focus, EP Wealth Advisors has grown to be one of the largest financial planning and investment advisory firms in the country, comprised of collaborative team members who share a commitment to excellence in everything they do.”

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