Tori and Alex Cetera Investors - Pasadena, California

Address: 155 N Lake Ave UNIT 430, Pasadena, CA 91101, United States.
Phone: 6266534494.
Website: toriandalex.ceterainvestors.com
Specialties: Financial planner.
Other points of interest: Identifies as Asian-owned, Identifies as Latino-owned, Identifies as women-owned, Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Tori and Alex Cetera Investors

☎️6266534494

⏰ Open Hours of Tori and Alex Cetera Investors

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

Tori and Alex Cetera Investors

En el corazón de Pasadena, California, se encuentra el prestigioso escritorio de Tori y Alex Cetera Investors, especializados en planificación financiera. Con la dirección de 155 N Lake Ave UNIT 430, Pasadena, CA 91101, United States, este equipo de expertos está listo para ayudar a sus clientes a alcanzar sus objetivos financieros.

Información de Contacto

Para establecer una cita con Tori y Alex Cetera Investors, no duden en llamar al Phone: 6266534494 o visitar su sitio web en www.toriandalex.ceterainvestors.com. En este sitio web, encontrarán una variedad de servicios y información detallada sobre sus especialidades y horarios de atención.

Especialidades

Como Financial planners, Tori y Alex Cetera Investors ofrecen una amplia gama de servicios de planificación financiera personalizada, diseñados para satisfacer las necesidades únicas de cada uno de sus clientes. Con su experiencia y conocimientos en el campo, pueden ayudar a proteger y crecer su patrimonio, lograr objetivos financieros a largo plazo y asegurar su seguridad financiera.

Características y Servicios

Identificados como Asian-owned, Latino-owned y women-owned, Tori y Alex Cetera Investors demuestran su compromiso con la diversidad y la inclusión.

Ofrecen apointments en línea y servicios en sitio para conveniencia y comodidad de sus clientes.

Están dispuestos a proporcionar asistencia lingüística y apoyo para garantizar que todos puedan acceder a sus servicios.

Su edificio está wheelchair-accessible y cuenta con bañeras de ruedas y toiletas adaptadas para personas con discapacidad.

* Son LGBTQ+ amigables y espacios seguros para transgéneros, creando un ambiente acogedor y acogedor para todos.

Opiniones de Clientes

Con 21 opiniones positivas en Google My Business, Tori y Alex Cetera Investors demuestran su compromiso con la excelencia y la satisfacción de sus clientes. Sus clientes califican a Alex como un planner financiero excelente que les proporciona una atención personalizada y les brinda paz de mente sobre sus finanzas.

Recomendación Final

Si busca un equipo de planificación financiera confiable y especializado, no dudará en contactar a Tori y Alex Cetera Investors. Visiten su sitio web y schedule una cita hoy mismo. Con su experiencia, conocimientos y compromiso con la excelencia, están listos para ayudarle a alcanzar sus objetivos financieros y asegurar su futuro. No deje que sus finanzas se vuelvan un peso, confíe en Tori y Alex Cetera Investors

👍 Reviews of Tori and Alex Cetera Investors

Tori and Alex Cetera Investors - Pasadena, California

Christine A.

5/5

Alex is an amazing financial planner! He takes his time to explain my financial portfolio' and is extremely knowledgeable! He puts my mind at ease when it comes to my future. Thank you!

Elizabeth G.

5/5

Alex, as usual, was very helpful, I have been with Cetera for a long time and between Tori and Alex, I am very well taken care of, they really do look out for me and my financial needs, thanks again for everything

jacque G.

5/5

Tori and Alex are the absolute best! They will walk you through everything having to do with your financial well-being, and take their time to really provide you reassurance and knowledge, especially for someone like me who sometimes gets lost in the lingo of the finance world! They are the definition of professional, they’re so caring and have the greatest most solid team! I 100% recommend choosing Tori and Alex as your financial planners!

Ken P.

5/5

I have been getting financial services from Alex for over 4.5 years. I can say that from my experiences with Alex is that he genuinely cares about helping his clients. He provides very insightful financial information to help his clients make educated decisions towards their financial goals. He gives excellent and very visually informative PowerPoint presentations, he also is a very articulate and well spoken educated man. I recommend him.

Jay S.

5/5

Alex at Cetera Investors has helped guide me in creating a retirement plan that makes me feel very secure in my future. He is always available and answers my questions in ways that I can understand. He really helps me understand the trends in the market and how that relates to my investments. I truly appreciate Alex and his team!

Carly G.

4/5

Tori and her team are extremely knowledgeable about the ever-changing market. They do a great job informing and communicating with their clients each quarter with a detailed and personalized review. I always feel comfortable asking questions to learn more about my portfolio and strategize on ways to improve it's performance.

Mona L.

5/5

I learned of the business run/managed by Tori and Alex at my last job about four years ago and was instantly drawn to their professionalism, warmth, diligence and environmental, social governance (ESG) investing and social responsibility investment (SRI) services. While I care about how I invest and having a financial and retirement plan set up, I don't necessarily pay attention to the daily market trends-- this is why I especially appreciate the services provided by Tori and Alex, which include quarterly reviews. Not to mention how completely transparent they are! I know that I'm in good hands and see myself as a long-term client.

I highly recommend Tori and Alex Cetera Investors services.

Richard M.

5/5

Greetings! My experience with Tori and Alex Cetera Investors has been provided by Alex Sierra. Alex has been my financial advisor for over 5 years. His financial guidance has been based on my needs as communicated to Alex in response to his questions. He has consistently provided advice tailored to my answers and his advice has been consistently right on the mark. I give Alex a 5-star review and heartily recommend him as a financial advisor.