Samuel Rad - Fiduciary Financial Advisor - Beverly Hills, California

Address: 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, United States.
Phone: 3109354726.

Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.6/5.

📌 Location of Samuel Rad - Fiduciary Financial Advisor

☎️3109354726

⏰ Open Hours of Samuel Rad - Fiduciary Financial Advisor

Monday: 7 am–7 pm
Tuesday: 7 am–7 pm
Wednesday: 7 am–7 pm
Thursday: 7 am–7 pm
Friday: 7 am–7 pm
Saturday: 7 am–7 pm
Sunday: 7 am–7 pm

Introduction to Samuel Rad - Fiduciary Financial Advisor

Samuel Rad, operating under the name Fiduciary Financial Advisor, is a distinguished figure in the financial planning community, based at

226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, United States

. His contact number is 310-935-4726, ensuring clients can reach him easily. For those seeking more information, his website is not provided, but his physical presence and online availability suggest a commitment to both personal interaction and digital convenience.

Specialties

Financial Planning, Financial Consulting, and Investment Services are the core areas of Samuel's expertise. Clients can expect personalized advice tailored to their unique financial situations. His services range from creating comprehensive financial plans to offering expert consulting on investment strategies, making him a versatile advisor for individuals at various stages of their financial journey.

Accessibility and inclusivity

Samuel Rad's office is particularly accommodating, with features that ensure a welcoming environment for all clients. The location is wheelchair-accessible, complete with a car park, accessible entrance, and toilet. This thoughtful consideration underscores his commitment to inclusivity, ensuring that all clients, regardless of physical ability, can receive the financial guidance they need.

Appointment Flexibility

Recognizing the importance of convenience in today's fast-paced world, Samuel offers both online appointments and on-site services. This dual approach allows clients to choose the option that best fits their schedule and comfort level, demonstrating a client-centric approach to service delivery.

Client Testimonials and Experience

The feedback from clients speaks volumes about Samuel's professionalism and client care. With 9 reviews on Google My Business and an average rating of 4.6/5, it's clear that many have had positive experiences working with him. Testimonials highlight his ability to explain complex financial concepts in an understandable manner, his dedication to acting in the best interests of his clients, and the significant relief he brings by alleviating financial pressures, allowing clients to focus on other aspects of their lives.

Recommendations

For anyone looking to enhance their financial planning or investment strategy, Samuel Rad emerges as a highly recommended choice. His approachable demeanor, coupled with deep financial knowledge and a client-first philosophy, makes him stand out in a crowded field of financial advisors. Scheduling an appointment with him, whether online or in person, is likely to be a step towards securing a more stable financial future. Given the high rating and positive reviews, prospective clients are encouraged to consider setting up a consultation to explore how Samuel can meet their specific financial needs.

Remember, when considering any financial advisor, it's crucial to align your expectations and needs with their services, ensuring a partnership that's beneficial for your long-term financial health.

👍 Reviews of Samuel Rad - Fiduciary Financial Advisor

Samuel Rad - Fiduciary Financial Advisor - Beverly Hills, California

Ari N.

5/5

I recently started working with Sam to plan my financial future and he was great to work with. A lot of times when you talk to financial advisors they talk to you like you know everything about finances. However, Sam explained everything to make it easier to understand as a client. He had my best interests from when we started talking to when I signed up with him and I know my money is in good hands and I now have less weights on my shoulders and can focus on other things in life. I would highly recommend working with Sam. He is great.

Faria K. N.

5/5

A true CFP with heart! Went in to see Sam and his team. I was treated with complete care even though I do not have a huge amount of money. I had been treated like "small fish" by my previous financial advisor and decided to give Sam's firm a try. I was so impressed and humbled with the level of care I received. I would recommend him for anyone looking for a honest financial planner that won't talk down to you.

Yolanda S.

5/5

My husband and I attended one of Samuel Rad’s seminars just before the COVID-19 hit. Mr. Rad put together an excellent presentation at a beautiful restaurant. He was clear and concise. I was very interested in sitting down with him to discuss my finances and paid a nominal fee for his services. Then COVID-19 came along before I had an opportunity to meet with him. His office called and offered to have a meeting over the phone or online. I didn’t feel comfortable with either so I requested a refund. I was told they would get back with me within 24 hours. And they did! They graciously refunded me the entire amount.
Samuel Rad has integrity. I’ve only met him once but his actions speak louder than words. He is definitely someone who could be trusted to look out for you.

Thank you,
Yolanda S.

Sarah H.

5/5

Best financial adviser experience I have had. I took a course taught by Sam and was so impressed with how he presented complex information in a simple and straightforward manner. I decided to see him for a consult and ended up moving my accounts to him. I am really happy that for once in my life I can say I have a complete handle on my finances.

Matt A.

1/5

Sam lost our family thousands in the Woodbridge ponzi scheme. He sold a security he wasn’t license to sell and made above market commissions selling these investments to elderly retirees. Would never recommend to anyone! Stay away!!

Yosef M.

5/5

Honest, helpful and a really good guy. Highly recommend. I have been working with Sam for over 5 years now.

Amanda S.

5/5

Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!

Shawn P.

5/5

Mr. Rad is awesome. i went to his seminars and after that i met with him. he opened my eyes about retirement . i can't thank him enough.