Samuel Rad - Fiduciary Financial Advisor - Beverly Hills, California

Address: 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, United States.
Phone: 3109354726.

Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.6/5.

📌 Location of Samuel Rad - Fiduciary Financial Advisor

Samuel Rad - Fiduciary Financial Advisor 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, United States

☎️3109354726

⏰ Open Hours of Samuel Rad - Fiduciary Financial Advisor

Monday: 7 am–7 pm
Tuesday: 7 am–7 pm
Wednesday: 7 am–7 pm
Thursday: 7 am–7 pm
Friday: 7 am–7 pm
Saturday: 7 am–7 pm
Sunday: 7 am–7 pm

Samuel Rad - Fiduciary Financial Advisor es una empresa de asesoramiento financiero con sede en Beverly Hills, California, que brinda servicios de planificación financiera y consultoría de inversión a individuos y familias. Su equipo de expertos en finanzas está comprometido con ayudar a sus clientes a alcanzar sus objetivos financieros a largo plazo.

Con su sede ubicada en 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, United States, Samuel Rad - Fiduciary Financial Advisor ofrece una gama de servicios que incluyen planificación financiera, consultoría de inversión y asesoramiento de carácter fiduciario. El equipo está capacitado para atender a clientes con diversas necesidades y objetivos financieros.

Los servicios de Samuel Rad - Fiduciary Financial Advisor incluyen:

Planificación financiera personalizada
Consultoría de inversión
Asesoramiento de carácter fiduciario
Planificación de jubilación
Asesoramiento de bienes raíces

Samuel Rad - Fiduciary Financial Advisor es una empresa que se distingue por su enfoque personalizado y su compromiso con la excelencia. Su equipo está comprometido con ayudar a sus clientes a alcanzar sus objetivos financieros y a vivir una vida más segura y próspera.

Para obtener más información sobre los servicios de Samuel Rad - Fiduciary Financial Advisor, visite su sitio web en [sitio web] o llámelo al 3109354726.

Características

Samuel Rad - Fiduciary Financial Advisor ofrece las siguientes características:

Appointments en línea
Servicios en sitio
Estacionamiento para sillas de ruedas
Acceso para personas con discapacidad
Baños para personas con discapacidad
Acceso a personas LGBTQ+

Opiniones

Samuel Rad - Fiduciary Financial Advisor ha recibido 4.6/5 estrellas en Google My Business, basadas en 9 reseñas. Los clientes han elogiado a Samuel Rad por su enfoque personalizado, su conocimiento y su capacidad para explicar conceptos financieros de manera sencilla.

Información de contacto

Para obtener más información sobre Samuel Rad - Fiduciary Financial Advisor, visite su sitio web en [sitio web] o llámelo al 3109354726.

👍 Reviews of Samuel Rad - Fiduciary Financial Advisor

Samuel Rad - Fiduciary Financial Advisor - Beverly Hills, California

Ari N.

5/5

I recently started working with Sam to plan my financial future and he was great to work with. A lot of times when you talk to financial advisors they talk to you like you know everything about finances. However, Sam explained everything to make it easier to understand as a client. He had my best interests from when we started talking to when I signed up with him and I know my money is in good hands and I now have less weights on my shoulders and can focus on other things in life. I would highly recommend working with Sam. He is great.

Faria K. N.

5/5

A true CFP with heart! Went in to see Sam and his team. I was treated with complete care even though I do not have a huge amount of money. I had been treated like "small fish" by my previous financial advisor and decided to give Sam's firm a try. I was so impressed and humbled with the level of care I received. I would recommend him for anyone looking for a honest financial planner that won't talk down to you.

Yolanda S.

5/5

My husband and I attended one of Samuel Rad’s seminars just before the COVID-19 hit. Mr. Rad put together an excellent presentation at a beautiful restaurant. He was clear and concise. I was very interested in sitting down with him to discuss my finances and paid a nominal fee for his services. Then COVID-19 came along before I had an opportunity to meet with him. His office called and offered to have a meeting over the phone or online. I didn’t feel comfortable with either so I requested a refund. I was told they would get back with me within 24 hours. And they did! They graciously refunded me the entire amount.
Samuel Rad has integrity. I’ve only met him once but his actions speak louder than words. He is definitely someone who could be trusted to look out for you.

Thank you,
Yolanda S.

Sarah H.

5/5

Best financial adviser experience I have had. I took a course taught by Sam and was so impressed with how he presented complex information in a simple and straightforward manner. I decided to see him for a consult and ended up moving my accounts to him. I am really happy that for once in my life I can say I have a complete handle on my finances.

Matt A.

1/5

Sam lost our family thousands in the Woodbridge ponzi scheme. He sold a security he wasn’t license to sell and made above market commissions selling these investments to elderly retirees. Would never recommend to anyone! Stay away!!

Yosef M.

5/5

Honest, helpful and a really good guy. Highly recommend. I have been working with Sam for over 5 years now.

Amanda S.

5/5

Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!

Shawn P.

5/5

Mr. Rad is awesome. i went to his seminars and after that i met with him. he opened my eyes about retirement . i can't thank him enough.