Erman Retirement Advisory - Seal Beach, California

Address: 3020 Old Ranch Pkwy #100, Seal Beach, CA 90740.
Phone: 5625466021.

Specialties: Financial planner, Tax preparation service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Erman Retirement Advisory

Erman Retirement Advisory 3020 Old Ranch Pkwy #100, Seal Beach, CA 90740

⏰ Open Hours of Erman Retirement Advisory

  • Monday: 8:30 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 8:30 AM–5 PM
  • Thursday: 8:30 AM–5 PM
  • Friday: 8:30 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Erman Retirement Advisory: A Comprehensive Guide

Erman Retirement Advisory, located at 3020 Old Ranch Pkwy #100, Seal Beach, CA 90740, is a reputable firm that specializes in financial planning and tax preparation services. Their phone number is 5625466021. With a focus on helping clients plan for their retirement, this company offers a range of services designed to ensure financial security in the golden years.

Specialties and Services

  • Financial Planner: Erman Retirement Advisory offers expert guidance on investment strategies, risk management, and wealth accumulation.
  • Tax Preparation Service: The company also provides comprehensive tax preparation services, ensuring clients are well-prepared for tax season and taking advantage of all available deductions and credits.

Accessibility and Other Points of Interest

Erman Retirement Advisory is committed to ensuring accessibility for all clients. The company features a wheelchair-accessible entrance, parking lot, and restroom, making it convenient for those with mobility issues to access their services. It is recommended to make an appointment prior to visiting to ensure the best possible experience.

Client Reviews and Average Opinion

Erman Retirement Advisory has garnered two reviews on Google My Business, resulting in an average opinion rating of 3 out of 5 stars. One client noted, "Excellent advice. Very friendly and helpful. Explained so I could understand," highlighting the company's commitment to clear communication and personalized service.

Based on these reviews, it appears that Erman Retirement Advisory offers a solid foundation for financial planning and tax preparation services. While there is room for improvement in terms of overall customer satisfaction, the company's dedication to accessibility and client education remains commendable.

Conclusion

👍 Reviews of Erman Retirement Advisory

Erman Retirement Advisory - Seal Beach, California
J P.
1/5

The client portfolio performance is poor. Clients don’t stay long with the firm. The service is mediocre. Very abusive culture - both mentally and emotionally. I felt the culture was very sexist, racist, and homophobic. I was consistently referred to as stupid and was humiliated in front of colleagues. Dealing with unhappy clients was exhausting as well.

Erman Retirement Advisory - Seal Beach, California
Rebecca S.
5/5

Excellent advice. Very friendly and helpful. Explained so i could understand.

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