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Lisa Tran
Referral from
Oct 15, 2013
Leslie E.:
Any So. Cal friends work with a financial advisor/planner you would recommend? I'm in desperate need of finding someone trustworthy and...
Riquelen N.:
Lisa Tran is awesome! We still use her now even though we live in the Bay. She explains things so clearly. 714-568-8002 lisatran.nm.com New York Life
Referral from
May 28, 2013
Lakewood, G.:
Lauren: Can anyone recommend a Finance tutor? I am a Pepperdine MBA student so I need a tutor that is very knowledgeable when it comes...
Pamela M.:
Hi Lauren, my name is Pam McKenzie I am a Financial Advisor in Lakewood, I have been a Financial Advisor for over 8 years, transitioning... Lincoln Financial Group
- Financial Advisor, Financial Planner
- 1 World Trade Ctr # 800 Long Beach, CA 90831
Referral from
Oct 15, 2013
Leslie E.:
Any So. Cal friends work with a financial advisor/planner you would recommend? I'm in desperate need of finding someone trustworthy and...
Dee F.:
Yes please contact Glen McKinney work # 562 983 8164. We have used his services for over 23 yrs. Honest. Next Financial
- Financial Advisor
- 310 Golden Shr Long Beach, CA 90802
- Open ⋅ Closes at 7:00PM
Referral from
May 03, 2014
Diana Y.:
Can anyone recommend a good and reputable financial advisor? Someone who can help with analyzing 401k investments and offer long/short...
Heather K.:
Allan Pollard. At Next Financial in Long Beach. He is the father of my good friend and roommate. Does amazing work. (562) 216-8990 Elite Tax & Accounting Services
- Financial Advisor, Cpa, Bookkeeper...
- 5824 E Naples Plz Long Beach, CA 90803
- Open ⋅ Closes at 5:00PM
Referral from
Nov 04, 2013
Christopher J.:
Can anyone out there recommend a good financial consultant/tax person in or around the Long Beach, CA area? We're looking to change...
Jan P.:
Nancy Eisner, Elite Tax Services, Naples (LB) - (562) 856-4815.
Referral from May 3, 2014
Diana Y. asked:
Can anyone recommend a good and reputable financial advisor? Someone who can help with analyzing 401k investments and offer long/short term financial planning advice?
Sandy D. replied:
John McKinney - LPL financial. 1259-B Callens Road Ventura, CA 93003 (888) 334-4555
Peter I. replied:
Mike misak. Works for Chase (626) 523-1165
Chris H. replied:
The question is whether you want a fee based advisor or someone theta works on commission. I recommend the former if you have sufficient assets. Also make sure you check all of these brokers out for violations on FINRA broker check. Www.finra.org
Chris H. replied:
I recommend my friend peter Gordon: http://www.highlandswealthadvisors.com/our-team/
Rebecca F. replied:
I can but he is in Sacramento. Mid Town Financial. Al Roche. I have worked with him for work and personally 15 years.
Referral from October 15, 2013
Leslie E. asked:
Any So. Cal friends work with a financial advisor/planner you would recommend? I'm in desperate need of finding someone trustworthy and good. Thank you!!!
Kristine S. replied:
My parents use Curtis Callaway from Principal.. Just dont have the number right now..
Shari A. replied:
If you don't already have one... Lori Welker is awesome
Rozanne M. replied:
YES. I KNOW VERY WELL, A FANTASTIC FINANCIAL PLANNER. SHE IS SMART AND ETHICAL, GREEN IN HER VALUES OF THE PLANET, and has done very well for many friends who have trusted her to help them. She stays current. I think you would like working with her. Her name is Ahouva Steinhaus. She is local here in San Diego, and had clients all over the country. If you send me an email I'll return with her contact information, or you can google her to get her phone and other contact information. Hope all is well with you
Referral from November 4, 2013
Christopher J. asked:
Can anyone out there recommend a good financial consultant/tax person in or around the Long Beach, CA area? We're looking to change ours. Thanks in advance.
Scott W. replied:
Ragnar Storm Larsen in 1000 Oaks has been my guy for 30 years.
Rhonda C. replied:
Gerald Castillo. Long time friend of mine... you will love him. He will come to you. I'll send you his #.
Referral from February 2, 2015
Jamal R. asked:
Anyone know a Financial advisor I need one asap lmk
Luis A. replied:
Walk in the wells fargo in lancaster blvd next to bex and talk to Mathew Vattioni. Tell him i sent you.
Jamal R. replied:
Luis Arevalo really ok I'm hit you up
Referral from October 15, 2013
Ronneisah P. asked:
I am a Mother,Father,Business Woman,Cook,Maid,Financial Advisor,Party Planner,Student,Counselor, and still gotta look good while doing it. I'm tired today. Anybody wanna...
Ronneisah P. replied:
Kenny Washington
Referral from May 1, 2014
Daniel V. asked:
in the market for a new GF.. any takers? I come with two kids. lol for a GF I mean a Great Financial advisor. please
Referral from July 16, 2013
Chris L. asked:
Can anyone recommend a person that is an investment advisor and works for a company where i can open an IRA (like a Fidelity or ING or something like that)? Not really...
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