Karam Wealth Advisors - Huntington Beach, California

Karam Wealth Advisors, located at Address: 17011 Beach Blvd 9th floor, Huntington Beach, CA 92647, United States, is a renowned financial planning and advisory firm. With a phone number: 9493980050 and website: karamwealth.com, this company specializes in providing expert financial advice and planning services.

Specialties

As a Financial planner and Financial advisor, Karam Wealth Advisors offers a wide range of services tailored to meet the unique needs of each client. Whether you're planning for retirement, managing your investments, or navigating the complex world of finance, this firm has the expertise and experience to help you achieve your financial goals.

Other Points of Interest

Karam Wealth Advisors is committed to providing convenient and accessible services to all clients. With online appointments available, you can easily schedule a consultation at a time that works for you. The firm also offers on-site services, making it easy to meet with your advisor in person. Additionally, the location is fully wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet available for your convenience.

The firm offers free parking garage and free parking lot for clients, making it easy to visit the office without worrying about parking fees. Appointments are required, but recommended to ensure that you receive the personalized attention and service that you deserve. With toilets available on-site, you can rest assured that your needs will be met during your visit.

Opinions

According to 14 reviews on Google My Business, Karam Wealth Advisors has an average opinion of 5/5. Clients consistently praise the firm for its expert advice, prompt and pleasant service, and lightning-fast response times. With a team of dedicated professionals who are committed to helping you achieve your financial goals, it's no wonder that Karam Wealth Advisors has such a strong reputation in the industry.

Recommendation

If you're looking for a trusted and experienced financial planner or advisor, look no further than Karam Wealth Advisors. With a convenient location, expert services, and a commitment to accessibility and convenience, this firm is the perfect choice for anyone looking to take control of their finances. Contact Karam Wealth Advisors today to learn more about how they can help you achieve your financial goals.

Recommended action: Visit their website: karamwealth.com and schedule an appointment.

👍 Reviews of Karam Wealth Advisors

JULITA REYES

5/5

I have been a client of Edmond Karam since my working days at CHLA. I am now retired for 9 and 1/2 years. He helped me navigate the retirement money management journey. I have been and still is, very pleased with his investment advice. Jill is very helpful and always very prompt and pleasant when I have questions and requests. She sends forms and docs at lightning speed! Thank you, Karam Wealth Advisors.

A Snyder

5/5

Edmond is a godsend! I am very happy with his financial guidance and professionalism. As a single mom it’s important I have a trustworthy financial advisor on my side. I am always able to reach Edmond quickly and I appreciate him answering even the simplest question.
Edmond has a unique way of making you feel comfortable and relating to you on a personal level vs. transactional.
Thank you, Karam Wealth Advisors!

RandynSusan Roberts

5/5

Edmond and his team are the real deal. They treat our financial planning with the utmost professionalism. My wife and I have incredible trust in Karam Wealth Advisors! They are a blessing to us in our retirement! 🙏

Claudia Kennedy

5/5

Edmond Karam is the first financial advisor to gain my full trust and to successfully generate money for me. He has a superior staff and I love doing business with them.

aileen Jenkins

5/5

Edmond has been working with me for over 10 years. He has always been professional, welcoming, knowledgeable and kind. I recommend him and his staff to anyone in search of financial advice. They are the best!

Belinda Urcia

5/5

Impressive main office in Huntington Beach! The reception staff greeted us as soon as we got off the elevator to make sure we were in the the right place. Jill Phan came over to welcome us and presented us with a drink menu. My husband thought that was a nice touch. Edmond Karam and Dom Wright led us to the conference room where we had our meeting. I have known Edmond for about 4-5 years now and he has been the same professional, hardworking, patient, knowledgeable and helpful financial advisor. Dom seems to be a perfect addition to their team. I strongly feel that I can trust their financial advice!

Beverly Drummond

5/5

We meet with Edmond at least once a year to help us with our investments and if we have any questions. He is always professional and very helpful. I recommend him to all of my friends that might have financial needs.

Raymond Chan

5/5

Edmund has been my trusted and valued financial advisor for over ten years