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Financial Planners in Long Beach, California

There are 4 recommended Financial Planners in Long Beach, CA. Read reviews from people you know to find the best Financial Planner.

Review by

Glenn continues to impress us by consistently demonstrating above average expertise and knowledge in his field. Through our many discussions with Glenn about his business operations, it became obvious that ensuring a client?s satisfaction is one of the top priorities for his company. Glenn compliments his financial knowledge and expertise by networking with experts in the IRA and employer plan field, and where necessary, engages the services of such experts to ensure that his clients receive accurate and timely information. This helps to ensure that his clients make educated decisions with their retirement assets, and avoid mistakes that could result in avoidable taxes and IRS assessed penalties.
We have no reservations about recommending Glenn to consumers who need professional financial services, and we are confident that those who use his services will be satisfied.
Denise Appleby
CEO Appleby Retirement Consulting Inc.
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Review by Bonita Smith

Hard working, that put others ahead of herself! Gets the job done in a timely manner. Team player, go getter.