Fischer Investment Strategies - Westlake Financial Advisors - Westlake Village, California

Fischer Investment Strategies - Westlake Financial Advisors is a renowned financial advisory firm located at Address: 920 Hampshire Rd Suite A2, Westlake Village, CA 91361, United States. They can be reached at Phone: +1 805-418-7686. Their website, Website: fisfp.com, provides comprehensive information about their services and offerings.

This firm specializes in financial advisory, financial consulting, financial planning, investment company, and investment services (Specialties: Financial advisor, Financial consultant, Financial planner, Investment company, Investment service). They offer personalized financial strategies tailored to meet the unique needs of their clients. Their team of experienced professionals is committed to helping clients achieve their financial goals through sound investment strategies and comprehensive financial planning.

Fischer Investment Strategies - Westlake Financial Advisors is an accessible and inclusive firm that caters to all individuals. They offer on-site services, wheelchair-accessible parking, wheelchair-accessible entrance, wheelchair-accessible seating, wheelchair-accessible toilet, and gender-neutral toilets (Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, LGBTQ+ friendly).

Client reviews are an essential factor in selecting a financial advisory firm. Fischer Investment Strategies - Westlake Financial Advisors has received high praise from clients, with an average rating of 5/5 based on 3 reviews on Google My Business.

Reviews of Fischer Investment Strategies - Westlake Financial Advisors

Richard Sawyer

5/5

I’ve had the pleasure of working with Fischer Investment Strategies for approximately four years now. I was referred to them by my mother-in-law, who has been a client for approximately two decades. The investment moves they’ve suggested have been smart and rewarding financially. In these four years, my initial investment has grown by about 40% (with much of this growth occurring in a bear market).

What they do well, from my perspective, is to understand that an investment strategy has to make sense for the individual client, and we all have different financial needs and goals. And it is in this personal piece that they excel. Each year Ted Fischer attempts to personally meet with all his clients. His office is in Southern California and I am located in Portland, Oregon. And each year he personally comes to the Northwest and meets with his growing number of clients.

Because of this attention, I am now beginning to rely on Fischer Investment Strategies not just for investment ideas, but perhaps more importantly, for overall financial planning. I now understand that wealth management involves long-term planning and detailed awareness to multiple contexts (age, taxes, employment trajectory, and investment options). I would say that financial planning is an exceptional strength of Fischer Investment Strategies.

I look forward to continuing to work (securely) with them for years into the future. –Dr. S., Portland, Oregon

Lisa Spradling

5/5

Fischer Investment Strategies has been instrumental in helping my financial needs. Ted and his team are the best!

Fischer Investment Strategies

5/5