Legacy Financial Group - Agoura Hills, California

Legacy Financial Group: Un servicio financiero integral

Con sede en Agoura Hills, CA 91301, la Legacy Financial Group es una institución financiera que ofrece servicios de consultoría financiera y planificación para ayudar a las personas a alcanzar sus objetivos financieros. Con una dirección visible en 28720 Roadside Dr Suite 315, esta empresa se encuentra ubicada en un lugar fácil de acceder, tanto para personas con movilidad reducida como para aquellos que buscan un espacio de aparcamiento cercano.

Para contactar con esta empresa, puede llamar al teléfono 89933311 o visitar su sitio web en planmember.com para obtener más información.

Especialidades

• Financial institution
• Financial consultant
• Financial planner

La Legacy Financial Group cuenta con una variedad de servicios que buscan brindar una atención personalizada a cada cliente. Sus especialidades incluyen la creación de planes financieros, la inversión y la planificación de pensión.

Otras características destacadas

• Entrada y estacionamiento accesible para personas con discapacidad
• Parking cercano
• Atención rápida a través de correo electrónico

La Legacy Financial Group ha recibido 68 reseñas en Google My Business, lo que indica una gran satisfacción de sus clientes. Según algunos, su consultor financiero, Bobby Motamedi, ha sido de gran ayuda en la creación de planes financieros y ofrece una atención personalizada y explicativa. Sus clientes destacan su paciencia y profesionalismo.

Si busca un servicio financiero integral y personalizado, la Legacy Financial Group es una excelente opción. Con su ubicación accesible y su enfoque en la atención al cliente, es el momento de contactarlos para discutir cómo pueden ayudarlo a alcanzar sus objetivos financieros.

Se recomienda visitar su sitio web en planmember.com para obtener más información y programar una cita con un consultor financiero.

👍 Reviews of Legacy Financial Group

Susie A.

5/5

Bobby Motamedi helped me set up my 403B many years ago. He is always available to answer questions and responds to emails quickly. He is extremely patient and explains everything step by step. He looks out for me and gives me great advice. I have recommended him to my family and friends.

Stafford D.

5/5

I have been retired from teaching for 6 years and have had Bobby Motamedi manage my 403b for about 22 years. I have to say that he has been nothing short of "Fantastic." First, he is very experienced. He has been doing the management of 403bs for years. Second, he is very personable, he cares about his clients. He will talk to you about how things are going with genuine concern. Third, he is always available to his clients. You can always reach him and he always returns his calls. Fourth, if there is any paper work to be done he always helps you to follow through. He is very thorough. Fifth, he really takes care of your money and suggests the best place to put it. He follows the market extremely well. He knows when your 403b should be in a more aggressive fund or in a more conservative fund.
In conclusion, I have to say that Bobby Motamedi is one fine person who really cares about his clients, is very efficient, and a pleasure to have as an advisor for your 403b.

Laureen S.

5/5

Bobby Motomedi has been my advisor for close to 20 years during which time he has always shown exceptional professionalism and knowledge. With his assistance, I was able to zero in on my financial goals and retire early, knowing that my investments were secure. He is the first person I recommend to all my friends & family!

Heather C.

5/5

I’ve been with Bobby for many years. He always gives solid advice. So satisfied with his dedication to helping me with my financial needs.

Maria A.

5/5

Feeling very confident as I am rounding the corner to retirement due to Bobby Motamedi. We have worked on my goal to be financially independent so I am able to enjoy traveling and personal hobbies the day I retire. 25 years ago I couldn’t predict how well my money would have grown. However Bobby knew, he has been a great financial coach and advisor. You don’t have to worry he will disappear, he has always been available in the 25 years of knowing him.

ursula A.

5/5

Bobby has been my financial advisor for over 10 years. He is extremely professional, widely informative, and most importantly, he swiftly responds to my texts/emails/calls. He always gives me sound advice while having my retirement interests in mind when we make adjustments. Highly recommend Bobby!

Keri K.

5/5

Bobby Motamedi has been my financial advisor for more than 10 years. He reaches out to me periodically to ensure that I increase my contributions in order to meet my financial retirement goal. Bobby is very responsive and quick to return messages and answer any of my questions.

LIz C. O.

5/5

Bobby has been an integral part of my finances for a very long time. He has been my financial advisor for close to 15 years. The first time I met Bobby he immediately gave me a sense of trust. He is extremely knowledgeable and provides excellent guidance in securing a financially stable retirement. His constant guidance and caring demeanor have always put me at ease when trying to navigate through Financial scenarios. Thank you Bobby so much!