Agate Financial - West Covina, California

Agate Financial is a reputable financial planning company located at 100 Barranca St Suite 721, West Covina, CA 91791, United States. The company can be reached by phone at 626-271-4770 or through their website agatefinancial.co.

Especialidades y Servicios

Agate Financial specializes in financial planning, offering expert guidance and advice to help individuals make informed decisions about their money. Their services include retirement planning, investment management, tax planning, and estate planning, among others.

Ubicación y Acceso

The company is wheelchair-accessible, with convenient parking and entrance facilities. They also provide wheelchair-accessible restrooms and encourage appointments for a more personalized experience.

Opiniones y Calidad

Agate Financial has received high praise from its clients, with a 5/5 average rating on Google My Business. Many customers have noted the professionalism and knowledge of its staff, particularly Suzanne, who is described as 'amazing' and 'genuinely caring' for her clients.

Resumen

Agate Financial is a highly regarded financial planning company offering expert guidance and personalized services for a variety of financial needs. Located in West Covina, CA, they provide wheelchair-accessible facilities and encourage appointments for a more tailored experience. With a 5/5 average rating on Google My Business, their commitment to quality and customer satisfaction is evident.

👍 Reviews of Agate Financial

Guadalupe V.

5/5

Suzanne is amazing! She’s very professional and knowledgeable. She takes the time to help you understand the importance of financial planning and life insurance. I highly recommend her! Shes genuinely cares for her clients. Thank you Suzanne!

Grace S.

5/5

Suzanne is very professional and knowledgeable about financial planning. She provided me with detailed explanations on life insurance with living benefits, something that is worth investing in for people looking to retire comfortably or prepare for medical emergencies down the road. I am extremely glad that I was able to connect with Suzanne who gave helpful advice and guided me in planning for retirement. I highly recommend her!

Ashley B.

5/5

I cannot recommend Suzanne enough! Working with her has been an incredible experience. She has helped me tremendously in getting my finances in order and continues to provide valuable guidance as I pursue my dreams and financial goals. What sets her apart is the depth of education she provides—she makes everything clear and understandable. She is the most genuine, kind-hearted person, always authentic and truly invested in my success. Her intelligence and support keep me motivated to stay on track. I feel so fortunate to have her on my side!

Miguel B.

5/5

I highly recommend Agate Financial for the amazing services on improvement for Financial Knowledge! The improvement on my understanding of Finances has all been thanks to the help of Agate Financial! Thank you!

Jennie H.

5/5

Suzanne is wonderful to work with. She took her time explaining the importance of financial planning for the future. She takes pride in her work and with her actions it shows she truly cares about her clients. Thank you Suzanne!

Sammuel

5/5

Suzanne was excellent and very professional. She really helped me understand the importance of planning for my future finances. 5/5 would recommend to anyone!

Randall M.

5/5

Suzanne Is not about Sales. She is a great advisor for what’s right for you. Then you decide what’s best with her guidance. Check her out, you won’t regret it, because she really cares for people.

Nina

5/5

I had a wonderful experience meeting Suzanne. She goes out of her way to make sure I understood the importance of retirement and everyday financial planning for my family future!