First Financial Consulting - Pasadena, California

Primera Financiera Consultora

Ubicada en Pasadena, California, la Primera Financiera Consultora ofrece servicios de planificación financiera, consultoría financiera y asesoramiento de inversiones. Su dirección es la siguiente:

Address: 517 S Lake Ave, Pasadena, CA 91101.

Para contactarlos, puede llamar al teléfono 68444630 o visitar su sitio web en firstfinancial.is.

Especialidades

Las especialidades de la Primera Financiera Consultora incluyen:

• Financial planner
• Financial consultant
• Financial institution
• Investment company
• Investment service

Otras características

Esta empresa ofrece:

• Apuntamientos en línea
• Servicios en sitio
• Acceso a personas con silla de ruedas
• Parking de silla de ruedas accesible
• Cuarto de baño accesible para personas con discapacidad
• Asientos accesibles para personas con discapacidad
• Restaurante
• Reserva de citas recomendada
• Parking gratuito
• Parking en sitio

Opiniones

Esta empresa tiene 10 reseñas en Google My Business con una media de opinión de 5/5.

Los clientes destacan la experiencia y la profesionalidad de Greg, quien ha ayudado a las personas a crear planes de inversiones personalizados y a gestionar sus finanzas de manera efectiva.

Se destaca la capacidad de la empresa para entender las necesidades y objetivos de cada cliente y para proporcionar soluciones personalizadas.

En general, la Primera Financiera Consultora se considera una excelente opción para aquellos que buscan asesoramiento financiero de alta calidad y atención personalizada.

👍 Reviews of First Financial Consulting

Sarah A.

5/5

Highly recommend this company and Greg specifically! When it comes to investment and a tailored money management plan, his highly analytical and strategic mind creates a plethora of options that he thorough explains the pros to and risks (if any) associated with. He truly listened to and sought to fully understand our long-term objectives and helped us craft a plan to maximize our investments.

Janet M.

5/5

Started working with Greg about 15 years ago. He got us through the kids' education, several life changes, and we are now very comfortably retired. He is helpful, knowledgeable, and effective, and on top of all that he's a really nice person. Highly recommend.

sandra B.

5/5

I appreciated his objective approach. It was great to meet with Greg because I left understanding my options truly for the first time in my life with what I could do with my money. He explained thing thoroughly and I feel that I made the best decisions for me and my children. I found be refreshingly objective in the pros and cons of each option and did not feel pressured.

Connie S.

5/5

Very competent firm with a local personal touch. Many friends also are customers of First Financial Consulting and all hold the firm in the highest regard.

Jay M.

5/5

We have worked with Greg for about 15 years. Greg takes the time to understand our needs and our style of investing/communication. He has also helped us get in contact with other trusted advisors in the area.

Abby F.

5/5

I can safely say, after meeting with the First Financial Consulting team, I wouldn't feel comfortable entrusting any other firm with our financial future. Unmatched knowledge and expert help. So thankful for this team!

Michelle A.

5/5

We went to First Financial with some much needed investment management work and we couldn't be happier. Highly recommend their fiduciary approach.

Adrian H.

5/5

Great, unbiased, professional and friendly. First class.