First Financial Consulting - Pasadena, California

Overview of First Financial Consulting

First Financial Consulting, situated at 517 S Lake Ave, Pasadena, CA 91101, is a distinguished financial services firm in the United States. With a phone number of 6268444630, potential clients can easily reach out for expert financial guidance. Their website, firstfinancial.is, serves as a comprehensive resource for understanding their range of services and specialties.

Specialties and Services

First Financial Consulting stands out with a broad spectrum of financial expertise. Their services include working as a Financial Planner, offering Financial Consulting, managing Financial Institutions, operating as an Investment Company, and providing Investment Services. This diverse portfolio ensures that clients receive tailored advice and solutions suited to their unique financial needs.

Accessibility and Convenience

For those prioritizing accessibility and convenience, First Financial Consulting offers a variety of options. They provide online appointments and on-site services, ensuring that clients can seek advice in a setting that's most comfortable for them. The firm's commitment to inclusivity is evident with features like a wheelchair-accessible car park, entrance, seating, and toilet, making their services available to everyone.

Client Reviews and Experience

The firm boasts an impressive average opinion of 5/5 based on 10 reviews on Google My Business. Testimonials highlight their highly analytical and strategic approach to investment and money management. Clients appreciate the firm’s personalized touch, the thorough explanations provided, and the attention to crafting plans that align with long-term objectives. The recommendation to book appointments in advance underscores the value clients place on the personalized attention they receive.

Recommendation

Given the positive feedback and the comprehensive range of financial services offered, First Financial Consulting is highly recommended for anyone seeking professional financial advice. Their local presence adds a personal touch to their services, making them stand out in the digital age. Whether you're looking to create a tailored investment strategy or manage your financial institution, their expert team at First Financial Consulting is ready to assist. Don't hesitate—visit their website, firstfinancial.is, to schedule an online appointment or learn more about how they can help you achieve your financial goals.

This summary encapsulates the essence of First Financial Consulting, highlighting their professional services, accessibility, and the positive experiences of their clients. Prospective clients are encouraged to explore their offerings further and take advantage of theirexpert advice for a prosperous financial future.

👍 Reviews of First Financial Consulting

Sarah A.

5/5

Highly recommend this company and Greg specifically! When it comes to investment and a tailored money management plan, his highly analytical and strategic mind creates a plethora of options that he thorough explains the pros to and risks (if any) associated with. He truly listened to and sought to fully understand our long-term objectives and helped us craft a plan to maximize our investments.

Connie S.

5/5

Very competent firm with a local personal touch. Many friends also are customers of First Financial Consulting and all hold the firm in the highest regard.

Janet M.

5/5

Started working with Greg about 15 years ago. He got us through the kids' education, several life changes, and we are now very comfortably retired. He is helpful, knowledgeable, and effective, and on top of all that he's a really nice person. Highly recommend.

sandra B.

5/5

I appreciated his objective approach. It was great to meet with Greg because I left understanding my options truly for the first time in my life with what I could do with my money. He explained thing thoroughly and I feel that I made the best decisions for me and my children. I found be refreshingly objective in the pros and cons of each option and did not feel pressured.

Jay M.

5/5

We have worked with Greg for about 15 years. Greg takes the time to understand our needs and our style of investing/communication. He has also helped us get in contact with other trusted advisors in the area.

Abby F.

5/5

I can safely say, after meeting with the First Financial Consulting team, I wouldn't feel comfortable entrusting any other firm with our financial future. Unmatched knowledge and expert help. So thankful for this team!

Michelle A.

5/5

We went to First Financial with some much needed investment management work and we couldn't be happier. Highly recommend their fiduciary approach.

Adrian H.

5/5

Great, unbiased, professional and friendly. First class.