Moore Financial Services Group, LLC - Riverside, California

Moore Financial Services Group, LLC: Una Compañía de Asesoramiento Financiero con Ubicación en Riverside, California

La Moore Financial Services Group, LLC está ubicada en 11801 Pierce St, Riverside, CA 92505, lo que la convierte en una opción conveniente para aquellos que buscan asesoramiento financiero en la zona de Riverside, California. El número de teléfono es 9517103118, lo que permite a los clientes fácilmente contactar con la empresa para obtener más información o programar una consulta.

La Moore Financial Services Group, LLC se especializa en Financial planner, lo que indica que se centra en brindar asesoramiento y orientación a los clientes para alcanzar sus objetivos financieros. Esta empresa parece estar comprometida con la accesibilidad, ya que cuenta con una entrada y aparcamiento para sillas de ruedas, restaurante accesible y area de aseo que están diseñados para ser accesibles para todos los clientes.

Aunque no se proporciona una página web oficial, esta información puede ser útil para aquellos que buscan más detalles sobre la empresa y sus servicios. Sin embargo, se recomienda visitar Google My Business para leer opiniones y reseñas de otros clientes, ya que actualmente tiene 1 reseña en este sitio.

En términos de opiniones, la Media de opinión es de 1/5, lo que sugiere que la empresa puede tener espacio para mejorar. Sin embargo, es importante tener en cuenta que las opiniones pueden variar y que esta es solo una medición general.

Para aquellos que buscan asesoramiento financiero en Riverside, California, la Moore Financial Services Group, LLC es una opción que parece ofrecer servicios accesibles y profesionales. Aunque se recomienda leer más opiniones y visitar su sitio web oficial (si lo tienen), esta información puede proporcionar una base para comenzar a investigar y tomar una decisión informada sobre si esta empresa es la adecuada para sus necesidades financieras.

👍 Reviews of Moore Financial Services Group, LLC

KIMLA B.

1/5

When I was newly retired, I had 2 savings accounts: a tax-deferred annuity and a Roth IRA, growing well in mutual funds; however, I was ready to do something less volatile.

Perhaps because I was a long-time saver/investor, Matt found me "at the right tine" via what's similar to a robocall. I did not know him, but he had valid credentials as a financial planner; so, I agreed to hear him out.

Matt suggested an account in which he himself was not invested, but looked good on paper - growth was supposed to occur if the market did well.

I should have asked what his commission was, as I'm sure that info would have knocked some sense into me.

During my 4 years in his recommenced investment, the market climbed and the "returns" were as good as stuffing cash in a mattress. During those 4 years, I ignored his attempts to convince me to withdraw money and invest it in another one of his recommendations because (1) I was losing confidence in him, and (2) Withdrawing money to invest elsewhere meant another commission for him.

I found another investment guaranteeing 4.5% dividends and designed an excel sheet to calculate how long it would take me to exceed the 1% yield I was getting thru Moore, paying penalties for early withdrawal. This was a good move for me, as I considered my 4 years with him as lost growth opportunity, plus a hefty non-refundable commission paying Matt to recommend such a poor choice. Actually, his commission is refundable during the first 30 days - how can you tell in 30 days how good an investment recommendation is?

No one cares more about your hard-earned savings than yourself. Do some research and handle your money yourself.