Pacific wealth strategies group, inc.

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评论 11
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J
10 几个月前

I recently sought financial guidance and I'm glad ...

I recently sought financial guidance and I'm glad I chose Pacific wealth strategies group, inc. Their expertise and strategies have helped me make significant progress. I would definitely recommend their services to others.

M
11 几个月前

I recently used the services of a financial compan...

I recently used the services of a financial company and I am satisfied with the experience. The services provided were great and the recommendations given were helpful. I would highly recommend their services to others.

M
1年以前

Pacific wealth strategies group, inc. is a reputab...

Pacific wealth strategies group, inc. is a reputable company. Their financial strategies have helped me achieve my goals. I appreciate their professionalism and expertise. Highly recommended! 💼💯

V
1年以前

I recently sought financial guidance and found the...

I recently sought financial guidance and found the services to be quite helpful. The financial strategies recommended were effective and I have seen positive results. I would recommend them to others.

W
1年以前

Pacific wealth strategies group, inc. is an averag...

Pacific wealth strategies group, inc. is an average company. They provide decent services but nothing exceptional. I was hoping for better results from their financial strategies. Overall, an average experience.

P
1年以前

I recently had the opportunity to work with Pacifi...

I recently had the opportunity to work with Pacific wealth strategies group, inc. and I must say that their financial strategies are top-notch. I am highly impressed with the results I have achieved so far. Their team is knowledgeable and supportive. 👍💼

J
1年以前

The services provided by Pacific wealth strategies...

The services provided by Pacific wealth strategies group, inc. exceeded my expectations. They truly understand the financial landscape and provide excellent strategies for success. I am extremely satisfied with their services! 👌✨

K
1年以前

I am really impressed with the services provided b...

I am really impressed with the services provided by Pacific wealth strategies group, inc. The financial advice and strategies they offer are excellent. I have seen significant growth in my investments since working with them. Highly recommended! ✨👍

G
1年以前

I had a satisfactory experience with Pacific wealt...

I had a satisfactory experience with Pacific wealth strategies group, inc. Their financial advice was helpful, but not exceptional. I believe they have room for improvement in certain areas. Overall, decent services. 👍

A
1年以前

I had a mixed experience with Pacific wealth strat...

I had a mixed experience with Pacific wealth strategies group, inc. Some aspects of their services were good, while others were lacking. Overall, I would say it was an average experience.

关于Pacific wealth strategies group, inc.

Pacific Wealth Strategies Group, Inc. 是一家领先的财富管理公司,总部位于加利福尼亚州,为个人、家庭和企业提供全面的财务规划和投资管理服务。 Pacific Wealth Strategies Group 拥有一支经验丰富的专业团队,致力于帮助客户实现其财务目标,已成为寻求财富管理专家指导的人士值得信赖的合作伙伴。

Pacific Wealth Strategies Group 由 John Lohrke 和 Michael McGrath 于 2003 年创立,现已发展成为加州最受尊敬的财富管理公司之一。公司的使命是提供个性化的解决方案,帮助客户实现其财务目标,同时最大限度地降低风险和最大化回报。

Pacific Wealth Strategies Group 的重点是在信任和透明的基础上与客户建立长期关系。该公司采用全面的财富管理方法,考虑客户财务状况的各个方面,包括投资、税收、遗产规划、保险需求等。

Pacific Wealth Strategies Group 的主要优势之一是其经验丰富的专业团队,他们拥有多元化的背景和专业知识。从注册财务规划师 (CFP) 到特许金融分析师 (CFA),Pacific Wealth Strategies Group 的团队拥有帮助客户自信应对复杂财务问题所需的知识和技能。

除了投资管理和财务规划的核心服务外,Pacific Wealth Strategies Group 还为高净值个人或企业主提供退休规划、税务规划策略等专业服务,帮助他们寻找既能降低纳税义务又能增加收入的方法随时间变化的资产;遗产规划,包括创建信托或遗嘱,以便在您去世后根据您的意愿分配您的资产;保险分析,他们审查您当前的保单或在必要时推荐新保单;慈善捐赠策略可以帮助您最大限度地发挥影响力,同时通过专门为此目的设立的信托,最大限度地减少对生前或死后捐赠所欠的税款。

Pacific Wealth Strategies Group 通过其位于圣巴巴拉和波特维尔的办事处为整个加利福尼亚州的客户提供服务。公司对卓越的承诺体现在其无数的荣誉和奖项中,包括被巴伦杂志评为前 100 名独立财务顾问之一。

总之,Pacific Wealth Strategies Group 是一家一流的财富管理公司,可为整个加利福尼亚州的客户提供全面的财务规划和投资管理服务。 Pacific Wealth Strategies Group 拥有一支经验丰富的专业团队,致力于帮助客户实现其财务目标,已成为寻求财富管理专家指导的人士值得信赖的合作伙伴。无论您是在寻求退休规划、税务策略还是遗产规划方面的帮助,Pacific Wealth Strategies Group 都拥有帮助您实现目标所需的专业知识和资源。

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Pacific wealth strategies group, inc.

Pacific wealth strategies group, inc.

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