Cerity Partners
779 Altos Oaks Drive, Los Altos, California, United States
About the Cerity Partners
Cerity Partners is a leading financial institution located at 779 Altos Oaks Drive in Los Altos, California, United States. Specializing in comprehensive financial planning and investment management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to transparency and integrity, Cerity Partners is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
Photos of Cerity Partners
779 Altos Oaks Dr, Los Altos, CA 94024, United States
Opening hours of Cerity Partners
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Cerity Partners
"So grateful for Sullivan & Serwitz as well as the entire staff. I could say enough wonderful things about how they have helped support and educate our entire family. They provide an invaluable service for planning and management. Thank you!"
"BEWARE OF SULLIVAN & SERWITZ HORRIBLE RESULTS Started May 2013, term Jan 2018 (nearly 5 yrs). S&S said we were perfect candidates and targeted annual return of “inflation + 5%” (say min 7%) with expectation of losses in first couple years and may take 4-5 years to hit target. 2% annual fee: 1% to invest mgr, 1% to S&S. S&S service/advice of minimal value, and what advice they provided, much was faulty. All we wanted was the targeted 7% net annual return. Meanwhile the S&P 500, NASDAQ & Russell 2000 were all up well over 50%. Our net return 13%, less than 3%/yr vs. 7% target. Pathetic! We invested equal amounts with each of the 3 managers S&S uses as they recommended and none performed! Kahn Brothers took close to 4 years to get fully invested and returned approx 12% after nearly 5 years. Robotti invested quickly and heavily in energy stocks and we got hammered, returning approx 7% after nearly 5 years. Round Hill did the “best” returning about 20% after nearly 5 years, but could only invest 20% of the portfolio in stocks with 80% in bonds, thus being paid 2% to manage a bond fund! Having followed all advice given by S&S (Marshall Serwitz and Robert Sullivan) and complaining about continued lousy results, their solution—terminate the relationship. All I can say is you have been warned! Avoid them!"
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