Category Report

Top-Rated Financial Advisors - Los Angeles County, CA

Companies Earning Prime Buyer's Top 10 Gold Awards

Kauffman Wealth Management

License: 0749394
Company report and stories of their remarkable people

There’s a lot of consumer disappointment around financial advisors which is often due to firms that don’t find out enough about the client to give the best advice, where clients are left to less experienced staff rather then the firm principal, and ones restricted to selling the investment products of a single company instead of what among the whole marketplace is truly best for the client. Consumers who reported to us say that’s why they’re grateful to have found the firm Kauffman Wealth Management in Pasadena CA and Santa Barbara CA, founded in 1988 by Mitchell Kauffman and with a proven record of being both responsive but also proactive in anticipating your needs due to better listening, whose fee-based structure makes their incentive to be keeping you happy for years rather than commissions on sales, and who aren’t locked into investment products from one provider.   Clients Grateful for Mitchell Kauffman and Kauffman Wealth Management   Where other firms are only heard from when they’re trying to sell something, and don’t seem motivated to get back to clients who have questions or needs, Kauffman Wealth Management and Mitch Kauffman are specifically known for their responsiveness. Mitchell Kauffman shares, "Not only is getting back to people quickly a company priority, but on financial matters clients hear back from me personally as their planner, and hear back from staff for administrative things that those support staff are going to be better and...

(626) 346-0303 Message

140 S Lake Ave #307
Pasadena, CA, 91101

Serving San Gabriel Valley incl. Pasadena CA & Pomona Valley incl. Pomona CA
  • Financial Advisors
The TOP 10 Financial Advisors in Los Angeles County, CA

The TOP 10 Financial Advisors in Los Angeles County, CA

Kauffman Wealth Management

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Areas Served: San Gabriel Valley incl. Pasadena CA & Pomona Valley incl. Pomona CA
Services: financial advisors, retirement planners, investment advisors
140 S Lake Ave #307 Pasadena, CA 91101
State License #0749394
  • CFP (Certified Financial Planner)
  • Prime Buyer’s Report Top Ten
  • FPA (Financial Planning Association)

National Planning Corporation

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Areas Served: Long Beach CA, Beverly Hills CA, West LA CA, Los Angeles CA, Malibu CA ...
5000 E Spring St, Ste 340 Long Beach, CA 90815

Capital Intelligence Associates

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Areas Served: Glendale CA, Los Feliz, Long Beach CA, Whittier CA, West Los Angeles CA ...
1250 6th Street, Ste 300 Santa Monica, CA 90401

Fraser Financial Group

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Areas Served: Beverly Hills CA, Bel Air CA, Los Angeles CA, West Hollywood CA, Los Feliz
8383 Wilshire Blvd, Ste 600 Beverly Hills, CA 90211

Caves & Associates, LLC

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Areas Served: Santa Monica CA, Culver City CA, Long Beach CA, Glendale CA, West LA CA
1334 Park View Ave, Ste 100 Manhattan Beach, CA 90266

Moran, Kimura & Heising, LLC

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Areas Served: Long Beach CA, Palos Verdes Estates, Malibu CA, Santa Monica CA, West LA CA
21250 Hawthorne Blvd, Ste 560 Torrance, CA 90503

Raymond James & Associates

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Areas Served: Century City CA, Los Angeles CA, Whittier CA, Long Beach CA, Glendale CA
444 South Flower St, Ste 3870 Los Angeles, CA 90071

First Foundation Advisors

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Areas Served: West Hollywood CA, Beverly Hills CA, West Los Angeles CA, Long Beach CA ...
10850 Wilshire Blvd, 1st Floor Los Angeles, CA 90024