Ross Financial Group

2 recommendations and reviews from 1 person

Recommendations from Lori M.

• Referral from March 20, 2015
  

  Elizabeth R. asked:

  Does anybody have any good referral for a personal accountant and financial advisor? Tia

  

  Lori M. replied:

  Barry Ross in Hidden Hills. Tell him Lori San Martin referred you. You can meet with him for free to discuss things. 818-888-6196. Talk to a few people and see who feels right to you.

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• Referral from January 4, 2015
  

  Susan J. asked:

  Happy New Year to all! I need a referral for a financial planner in our area. I have a dear friend who recently went through a divorce and she needs help figuring out her financial future. She wants a fiduciary, and he or she must see clients at any income level. And be a nice person (read: no doom-and-gloom types, someone who can help develop a plan going forward). Many thanks!!

  

  Lori M. replied:

  Barry Ross at 818.888.6196. He is local in Hidden Hills. I've been with him for 8 years. Honest and smart.

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