Legacy Financial Group - Agoura Hills, California

👍 Opiniones 📌 Mapa ℹ️ Información ⏰ Horarios

Dirección: 28720 Roadside Dr Suite 315, Agoura Hills, CA 91301, Estados Unidos.
Teléfono: 8189933311.
Página web: planmember.com
Especialidades: Institución financiera, Consultora financiera, Planificador financiero.
Otros datos de interés: Acceso para sillas de ruedas, Aparcamiento adaptado para sillas de ruedas, Con aparcamiento propio.
Opiniones: Esta empresa tiene 68 valoraciones según Google My Business.
Opinión media: 5/5.

📌 Ubicación de Legacy Financial Group

☎️8189933311

⏰ Horario de Legacy Financial Group

Lunes: 9:00–17:00
Martes: 9:00–17:00
Miércoles: 9:00–17:00
Jueves: 9:00–17:00
Viernes: 9:00–17:00
Sábado: Cerrado
Domingo: Cerrado

Introducción a Legacy Financial Group

Legacy Financial Group es una institución financiera ubicada en 28720 Roadside Dr Suite 315, Agoura Hills, CA 91301, Estados Unidos, que se destaca por ofrecer servicios de consultoría financiera y planificación financiera. Este centro financiero, conocido también como Plan Member, está especializado en ayudar a sus clientes a alcanzar sus objetivos financieros a través de soluciones personalizadas.

Especialidades

Entre las especialidades de Legacy Financial Group se incluyen:

Institución financiera
Consultora financiera
Planificador financiero

Ubicación accesible y comodidades

Este lugar es especialmente accesible para personas con movilidad reducida, ya que cuentan con aparcamiento adaptado para sillas de ruedas y acceso para sillas de ruedas. La comodidad de sus clientes es una de sus prioridades.

Opiniones y valoraciones

Con una opinión media de 5/5 según 68 valoraciones en Google My Business, es evidente que Legacy Financial Group ha logrado construir una reputación sólida y positiva entre sus clientes. Muchos usuarios destacan la atención personalizada, la paciencia y la claridad en la explicación de los asesores, como en el caso de Bobby Motamedi, quien ha sido mencionado por su capacidad para asistir en la configuración de planes de ahorro y respondiendo de manera rápida y efectiva.

Recomendación final

Si estás buscando un centro financiero que te brinde soluciones efectivas y adaptadas a tus necesidades específicas, Legacy Financial Group es una excelente opción a considerar. Su ubicación estratégica, junto con sus servicios de alta calidad y excelentes opiniones de sus clientes, lo convierten en un referente en el mundo financiero.

Para obtener más información o para concertar una cita, no dudes en visitar su página web: planmember.com o contactarlos directamente al teléfono: 8189933311.

Te esperamos en Legacy Financial Group para ayudarte a construir tu futuro financiero.

👍 Opiniones de Legacy Financial Group

Legacy Financial Group - Agoura Hills, California

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!