Retirement Partners of California 401k Advisors Erick Arndt Wealth Advisor PPC AIF - Stevenson Ranch, California

Retirement Partners of California 401k Advisors Erick Arndt Wealth Advisor PPC AIF

Retirement Partners of California es una compañía de asesoramiento financiero que ofrece servicios de planificación financiera para personas y empresas en California. La sede de la empresa se encuentra en Stevenson Ranch, CA 91381, y puede ser contactada a través de teléfono en 12496559 o a través de su sitio web en retirementpartnersofcalifornia.com.

Especialidades y Características

Los asesores financieros de Retirement Partners of California ofrecen servicios especializados en 401k, planificación financiera y asesoramiento de riqueza. Los especialistas en el equipo, como Erick Arndt, tienen una amplia experiencia en la planificación financiera y la gestión de patrimonios.

La empresa cuenta con una variedad de servicios, incluyendo:

• Planificación financiera para personas y empresas
• Asesoramiento de 401k
• Planificación de la jubilación
• Asesoramiento de riqueza
• Planificación de la sucesión

Ubicación y Accesibilidad

La sede de Retirement Partners of California se encuentra en Stevenson Ranch, CA 91381, lo que la hace accesible para personas con discapacidad. La empresa cuenta con una entrada y estacionamiento accesible para personas con discapacidad, y también cuenta con un baño accesible.

Otros datos de interés

La empresa ha recibido una buena reputación en línea, con 7 reseñas en Google My Business.

Opiniones

Los clientes de Retirement Partners of California han expresado su satisfacción con el servicio, destacando la experiencia y la profesionalidad de los asesores financieros. Algunos clientes han mencionado que los asesores han sido muy útiles y han ayudado a simplificar el proceso de planificación financiera.

En general, los clientes han expresado una opinión muy positiva sobre la empresa, destacando su profesionalidad y su capacidad de brindar soluciones personalizadas.

Medida de opinión

La media de opinión de los clientes de Retirement Partners of California es de 5/5, lo que indica una alta satisfacción con el servicio.

👍 Reviews of Retirement Partners of California 401k Advisors Erick Arndt Wealth Advisor PPC AIF

Brittaney F.

5/5

Erick Arndt has quickly become my specialist for all things 401(k). I run an office for a small business and when you are setting up anything new, but especially something involving money, it is stressful. Erick truly helped me through the process and helped me through my anxious moments. He is very knowledgeable and quick to answer any questions that I have. On top of that, he has helped me with things outside of our 401(k), being exactly the kind of financial advisor I need. I have made it clear to everyone that I will not give up Erick if I can help it, he's the best!

Donna B.

5/5

Erick has been an unbiased and active partner with our 401k plan. Recently, he conducted an all-employee introduction/enrollment meeting for our company where he was very thorough with presenting the plan and answering all questions - we received great feedback from our employees! He's very focused on our employees' financial success and providing the best service, options and ease for the company. Thanks Erick!!

Karen P.

5/5

Erick Arndt has been instrumental in helping us maintain our 401k program, especially during these tumultuous times. He's extremely knowledgeable and has made investing easier to understand for our team. I would absolutely recommend Erick to anyone looking for an investment advisor.

Jeremy L.

5/5

Erick helped us establish a 401K program for one of our companies over 10 years ago. He made it so easy, working with all of us throughout the onboarding process and developing plans for our successful futures. He has always been there for us when needed, so it was a no brainer that we chose him again when adding a 401K plan to another one of our companies.

noelle P.

5/5

Erick's enthusiasm towards educating and assisting his clients to retirement success is contagious and incredible! He's thorough, engaging, and speaks in a language we all can understand and appreciate. You can tell he truly cares about this and doesn't just go through the motions. We are so grateful for his knowledge and care for our employees and team!

Herb M.

5/5

Erick has been amazing. Very responsive and helpful. We have used him for a couple of years and I am very glad our company switched over to his services. This has been a big win for our company and me as the administrator.

Linda W.

5/5

Erick simplified the 401K process and made my life easier. I so appreciated that he answered every question quickly and with clarity. Take the time and call him.