Affluencer Financial Advisors

Los Angeles, United States

5

Open now

20 reviews

Contacts

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Telephone:
+1 310-730-1330
Website:
www.affluencer.com
Address:
3415 S. Sepulveda Blvd. Suite 1100, Los Angeles, CA, 90034
Palms
Nearby public transportation stops & stations:
0.6 miSanta Monica Big Blue Bus Line 12 to UCLA
1.1 miWestwood/Rancho Park
1.2 miExpo/Sepulveda
Categories:
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Today

Today 9:00 am – 6:00 pm
Open now
Local time (Los Angeles) 09:26 Friday, 29 November 2024

Business hours

Monday 9:00 am – 6:00 pm
Tuesday 9:00 am – 6:00 pm
Wednesday 9:00 am – 6:00 pm
Thursday 9:00 am – 6:00 pm
Friday 9:00 am – 6:00 pm
Saturday 10:00 am – 3:00 pm
Sunday –

Description

Specialties

Retirement Planning, Financial Planning, Estate Planning, Tax Advise

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20 reviews of Affluencer Financial Advisors

No registration required
Place rating: 5
New York, NY
Sam was a great help to us with all our financial crisis. He is very knowledgeable about the financial advisors and his staff was very helpful. We highly recommend using Sam for all your financial planing and implementation.
Place rating: 5
Los Angeles, CA
Sam is great. He’s super thorough and very patient. I was nervous because I wasn’t even sure about seeing a financial advisor since I don’t make a lot of money. But I had some important questions and although I’m sure they invest lots of money for people, if you are just a regular person in need some personalized advice, you still get the million dollar treatment. I would definitely recommend them and I’m probably bringing in family members!
Place rating: 4
Homewood, AZ
Affluencer Financial did a great job setting me up with an awesome game plan to get out of debt! I graduated college with lots of student loans. I work as a teacher in a high need low income area, so my paychecks aren’t that big. I needed an effective plan that took into account my debt to income ratio and helped me get ahead of the game. Thanks to Affluencer Financial Advisors, I am right on track :) They were friendly, took care of my needs, and efficient. I highly recommend them for all financial advising needs!
Place rating: 5
Montreal, Canada
thankyou Sam for helping with financial information I asked for. I am outsider from Canada and needed information about US investments and how to handle foreign investments etc. He was extremly knowledgable and helped answer all the questions and point me in the right direction.
Place rating: 5
Los Angeles, CA
Sam is not only one of the most knowledgeable financial advisors, but also one of the most genuine people we know. My husband and I have been working with him for a long time and we would recommend him to anyone who’s looking for a great financial planning experience.
Place rating: 5
Clarksburg, MD
These guys are the best in the business! I inherited a lump sum from a family member and was torn on where to invest the money so that it will help my kids and wife. These guys where upfront and honest! Definitely recommend!
Place rating: 5
Nashville, TN
When it comes to finances sometimes i desperately need advice! Being a business owner, I encounter many high stakes decisions on what to do with my money. After dealing with Affluencer Financial Advisor I will never trust anyone else with financial advise! If you need credible up to date guidance this is your top pick!
Place rating: 5
Fayetteville, AR
I met with John and I can truly say that this guy is a professional financial advisor and not a salesman. He was try honest and thorough. He took a look at all of my personal finances and asked me all the right questions to get to know what my goals are. I did not feel pressured to buy or sell anything, I got pure, honest, professional advice. I would recommend him for people who want to have a true financial advisor who will not try to rip you.
Place rating: 5
Los Angeles, CA
Ive been dealing with Sam for a long time. He set me up on a few accounts which made sense for me and my budget. Couldn’t be happier
Place rating: 5
Los Angeles, CA
Best financial advisor company I’ve been to. These guys really know their stuff. I paid them for a consultation and was really pleased with the guidance I received. I would recommend them for anyone in LA.
Place rating: 5
Milltown, NJ
thanks affluencer for helping me with my finance. you guys turned my life around
Place rating: 5
Elkhart, IN
We saw Sam’s Social Security talk at West LA College and were blown away with how he made such a boring topic fun and lively! There was a lot of useful information and tips too. Some of the people in the audience found out they could actually get more money from the government based on how they filed their benefits. We had no idea all these things existed! Highly recommend Sam’s class!
Place rating: 5
Colorado Springs, CO
My husband and I didn’t understand how Social Security worked so we attended a seminar at UCLA where Sam was the speaker. His presentation was so amazing that we asked to see him for a personal appointment. We had no idea there were so many ways to get our benefits! The appointment with Sam was just like how he was in his seminar. He was patient, fun, and good hearted. It didn’t feel like he was rushing us and we went over time a bit. We will be going back to him for the rest of our retirement planning.
Place rating: 5
Los Angeles, CA
Great experience. I had a very helpful meeting with Samuel Rad today. I would recommend him highly.
Place rating: 5
Jacksonville, FL
I needed someone to consult with about budgeting for a side project of mine. I thought I had most of it done and just wanted someone to look it over but when I met with Rishin he not only picked off some mistakes I made but offered a few key suggestions that resulted in me needing less money to get started. This more than made up for his fee and made my project launch a success! I’m so happy I got the advice from Rishin and still ask him ongoing questions about setting up for future goals. He’s really good at anticipating issues ahead of time and preventing them before they become a problem. Highly recommended!
Place rating: 5
West Hollywood, CA
What an amazing office! Friendly and helpful staff and if you get a chance to work with Samuel Rad, you’ll be in really good hands.
Place rating: 5
Las Vegas, NV
Very professional and great service! I needed financial advice before tax season and I am very thankful I found this business. Excellent!
Place rating: 5
Rowland Heights, CA
Sam Rad is a dedicated, highly experienced financial advisor. He guided me through the financial planning process with simple to understand concepts. I trust him and he’s very fun to work with. I would give Sam 10 stars if Unilocal permitted!
Place rating: 5
Sagle, ID
Affluencer Financial Advisors have been my go-​to people when it comes to making good financial decisions. I had a financial advisor but was unhappy with his services since I would never hear from him. I also wanted someone who could give me holistic financial advice not just what to invest in. I’m happy to say I’ve been completely satisfied with all of the help I’ve received from the Affluencer team. Even when it comes to little things like giving me calls back when I need help. For me service is very important and that’s exactly what I get from Affluencer Financial Advisors.
Place rating: 5
Ripon, CA
Happy clients of Affluencer! A business partner and I needed to get information on how to manage some money we’d recently made on a big project. We went in to see Sam and we were so impressed at his extensive care. He took his time to get to know us and had so many great points to help improve our financial position. I never thought a financial planner could do so much. He was very knowledgeable and resourceful. I am happy to say we are going to stick with this firm!