The Financial Alliance & Insurance Solutions - Long Beach, California

Address: 5000 E Spring St #385, Long Beach, CA 90815.
Phone: 5623626333.
Website: yourfais.com
Specialties: Financial advisor.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 37 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of The Financial Alliance & Insurance Solutions

☎️5623626333

⏰ Open Hours of The Financial Alliance & Insurance Solutions

Monday: 9:30 AM–6 PM
Tuesday: 9:30 AM–6 PM
Wednesday: 9:30 AM–6 PM
Thursday: 9:30 AM–6 PM
Friday: 9:30 AM–6 PM
Saturday: Closed
Sunday: Closed

The Financial Alliance & Insurance Solutions

Address: 5000 E Spring St #385, Long Beach, CA 90815

Phone: 5623626333

Website: yourfais.com

About The Financial Alliance & Insurance Solutions

The Financial Alliance & Insurance Solutions is a reputable financial advisor firm located in Long Beach, California. Established with a commitment to providing exceptional financial services, they cater to a wide range of clients by offering personalized financial planning and insurance solutions. With their state-of-the-art facility, wheelchair accessible entrance, and parking lot, their services are designed to be inclusive and convenient for all.

Specialties

Financial advisor

Other Points of Interest

Wheelchair accessible entrance
Wheelchair accessible parking lot

Opinions and Reviews

This company has garnered a strong reputation amongst its clients, with an impressive 37 reviews on Google My Business. Their average opinion rating stands at a remarkable 5/5, reflecting their dedication to customer satisfaction. One notable review highlights the exceptional service provided by Erik, an outstanding financial counselor who goes above and beyond to understand and cater to the individual needs of his clients. Erik's efforts have been instrumental in consolidating and upgrading various accounts, resulting in a more lucrative financial position for his clients. This glowing endorsement is a testament to the high level of expertise and personalized service that clients can expect from The Financial Alliance & Insurance Solutions.

Final Recommendation

If you are looking for a reliable and professional financial advisor in Long Beach, CA, look no further than The Financial Alliance & Insurance Solutions. With their commitment to personalized service, extensive knowledge, and dedication to their clients, they are the perfect choice for anyone seeking to improve their financial well-being. Don't hesitate to visit their website or contact them directly to start your journey towards a more secure financial future.

👍 Reviews of The Financial Alliance & Insurance Solutions

The Financial Alliance & Insurance Solutions - Long Beach, California

wendell S.

5/5

The staff at Financial Alliance is so courteous and helpful. However, I want to especially praise one particular individual. Erik has absolutely been an outstanding financial counselor for me. He is familiar with my financial mind set, and has arranged my various accounts by consolidating several where by I am in a more lucrative position. I know he has spent a lot of time analyzing my accounts to where he could up grade them and help me financially. Many thanks, Erik. Respectfully, Wendell Smith

Hope K.

5/5

Kurtis Barnett at Financial Alliance is great to work with. His staff is attentive and informative. I've dealt with several of his staff and all were efficient with a very pleasant disposition. Kurt provides excellent service without the " salesman" pressure.

Keri T.

5/5

Everyone in the office is great, and patient with all the questions you may have. They offer good options and explain them well. Their new client and current client functions are organized and fun. They are even throwing their clients and guests a Christmas Prom. Looking forward to a long and prosperous relationship. Thank you Financial Alliance for all you do!

laxdennis

5/5

I have had nothing but terrific experiences with Kurtis, Eric and their staff. They have very carefully guided my finances, finding the best opportunities and always monitoring conditions to see if there are better ways to handle my savings. I would recommend them without hesitation

Nana N.

5/5

This pie was the freshest I’ve ever eaten and that says alot about as Costco has always been our favorite. TYVM for your generosity to our family this thanksgiving weeken. Kurtis and his team are such caring and thoughtful individuals that I’m so pleased and glad I decided to have be our financial counselors. Thanks a bunch Financial Alliance! Erik you’re the best !!!

Joseph S.

5/5

A few months back, I attended one of the dinner meetings, and I followed up with the actual appointment at the Long Beach office. Kurtis and his staff were so helpful, and convinced me to invest in a variable annuity with a bonus. I also realize that the annuity I had since 2007 was a real loser, and I since transferred that money to other investments that I already have. Thank you, Kurtis!

Michael M.

5/5

Kurtis and his staff are very professional in their analysis and recommendations.
They do an excellent job of providing client education through regular seminars.

Shari M.

5/5

Curtis and his team are wonderful with helping, and have a variety of options. They will figure out what makes sense for you.

Also, lots of seminars, fun events, etc. where you get to know other people they have helped!