Cerda Muñoz Advisors, Inc. - Whittier, California

Address: 7720 Painter Ave Suite A, Whittier, CA 90602, United States.
Phone: 5622224525.
Website: cerdamunoz.com
Specialties: Financial planner, Investment company, Investment service, Tax preparation.
Other points of interest: Identifies as Latino-owned, Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 27 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Cerda Muñoz Advisors, Inc.

☎️5622224525

⏰ Open Hours of Cerda Muñoz Advisors, Inc.

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–4:30 pm
Saturday: Closed
Sunday: Closed

Overview of Cerda Muñoz Advisors, Inc.

Cerda Muñoz Advisors, Inc., located at 7720 Painter Ave Suite A, Whittier, CA 90602, United States, stands out as a reputable Latino-owned financial advisory firm. With a phone number 5622224525, they are easily accessible for clients seeking guidance in financial planning, investment services, tax preparation, and more. Their presence is not just online but also physically, as indicated by their online appointments and on-site services, providing flexibility to their clientele.

The company prides itself on offering a range of services tailored to individual client needs, from Financial Planner expertise to comprehensive Investment Services. Their commitment to language assistance and accommodating facilities such as a wheelchair-accessible car park, entrance, and toilets demonstrates their dedication to inclusivity and accessibility. It's also noteworthy that an appointment is required, and they recommend scheduling one in advance to ensure personalized attention.

When it comes to feedback, Cerda Muñoz Advisors, Inc. has garnered impressive reviews on their website, with a notable average opinion of 4.7/5 based on 27 Google My Business reviews. This high rating speaks volumes about the quality of service and the trust clients place in them.

For someone looking to engage with Cerda Muñoz Advisors, it's clear that they offer a blend of personalized service and professional expertise in financial management. The location in Whittier, California, might be convenient for those in the area seeking local financial guidance. With online appointments and language assistance, potential clients have the convenience of reaching out regardless of their physical location.

If you're in the market for reliable financial planning and investment services, or simply need help with tax preparation, Cerda Muñoz Advisors, Inc. is definitely worth considering. Their commitment to accessibility and inclusivity ensures that every client feels valued and supported throughout their financial journey. To learn more or to schedule your appointment, I highly recommend visiting their website at cerdamunoz.com. Take the first step towards achieving your financial goals today.

This concise yet informative overview highlights Cerda Muñoz Advisors, Inc.'s key offerings, their commitment to accessibility, and the positive feedback they've received, encouraging potential clients to explore their services further.

👍 Reviews of Cerda Muñoz Advisors, Inc.

Cerda Muñoz Advisors, Inc. - Whittier, California

Angelica Z.

5/5

Thank you so much Cerda Munoz Advisors! Gilbert Cerda has been our primary advisor/tax filing expert since 2018. He handles all my personal and business financial matters. I want to thank him for guiding and educating me on how to properly manage my business. Thank you for going above and beyond to answer all the million questions I had.

Shout out to the staff for their friendliness and professionalism. No matter how busy they get they are always very responsive. Thank you so much for all your hard work and dedication and making sure we receive the best service. You guys' ROCK!

Highly recommended!!!

Albert V.

5/5

Cerda Munoz has been the jewel of my financial world for the last 10 years, the staff is very welcoming and professional. From the start Gilbert has always been impressed with his expertise, understanding and the ability to explain complex financial matters. I have such trust for Cerda Munoz Advisors, Inc have introduced family, friends, colleagues and anyone who is in needs of a stout reliable financial advisor that will help you grow for the future. Thank You for all you've done

Carlos D.

5/5

I have been working with Gilbert for the past 7 years. He was with me during my transition from a 9-5 to establishing my business full time. As a business owner Gilbert has provided me, my business, and my family with incredible value not only with legal tax services, but with wealth management for my family and my business. You need a team of professionals by your side and Cerda Muñoz Advisors has been my choice for wealth management. If you are looking for a knowledgeable, professional and caring team I highly recommend them for all your wealth management needs.

Jessica L.

5/5

Gilbert has been our financial adviser for about 15 years now and we couldn’t be happier. He is extremely knowledgeable and has the patience to answer all our questions and explains everything with such detail. Thank you for your guidance and for providing us excellent service. We wholeheartedly recommend Cerda Munoz Advisers.

Cohrs &. G. D.

5/5

I have dealt with Gilbert Cerda for well over a decade And have always been impressed with his expertise and professionalism. Mr Cerda has literally saved me thousands of dollars in taxes and financial planning. And I have to say that when I went against his advice.....I lost.
Karla, Wendy, and Elizabeth are excellent staff who are efficient, kind, and helpful. I highly value the service I receive and the relationship I enjoy with the entire Cerda and Munoz team and offer my highest recommendation.
Rick Cohrs, DDS

Alisa C.

1/5

This was my first time paying for a financial planning service and feel like the services was not worth the cost. I was a client for about a year and a half and feel because I was fairly new on my financial planning journey Gilbert wasn’t a good fit, maybe for other clients but not if you are just starting off.

Guillermo U.

5/5

Gilbert Cerda & Aaron Muñoz, are extremely knowlegeable and trustworthy professionals. Gilbert has been assisting me in managing my wife's and my own retirement accounts and have provided great advise about how to diversify our portfolio so we can be well prepared when it comes time to retire. Their staff is always friendly and pleasant as well. I would highly recommend Cerda Muñoz Advisors to anyone who hasn't started planning for retirement, as well as anyone looking for wealth management services.

cindy E.

5/5

I highly recommend the Cerda Muños advisors !!! I just started working with them and so far I had been a really good experience !!!They really listed to your individual needs and they make feel very comfortable . Gilbert Cerda takes the time to explain everything with detail. It also helps that he speaks Spanish . My parents whom are also his clients , really appreciated that. I feel more at ease now that I know Gilbert and his team are making sure my money is properly being invested!! Thank you Gilbert!!