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EP Wealth Advisors
21535 Hawthorne Boulevard, Torrance, California, United States
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About the EP Wealth Advisors
EP Wealth Advisors is a finance institution located at 21535 Hawthorne Boulevard, Torrance, California, United States. Our priority is helping you achieve your financial goals through an in-depth planning-based approach. As independent financial advisors, we offer objective investment recommendations with a fee-only approach. Our team of CFPs, tax and estate professionals, and portfolio managers work together to build your personalized financial plan. We manage changes to your investment portfolio and help implement your estate, tax, giving, and other plans. With regular portfolio reviews and updates, we keep you informed of your progress and adjust to any life changes. Our wealth management services cover a wide range of needs, and our local presence across the U.S. ensures convenience for our clients. EP Wealth has been recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles by the Los Angeles Business Journal. Experience our personalized touch and deep expertise to focus on what's important to you.
Photos of EP Wealth Advisors
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503, United States
Opening hours of EP Wealth Advisors
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of EP Wealth Advisors
"Nothing but great service and excellent advice. Trevor Bush had been our go-to, and we couldn't be happier. He replies immediately with calls. Top notch service and very well informed on market business"
"Our family has had a long history and financially beneficial and successful relationship with Cristin Rigg. We have been clients of the Harris Financial Associates since 2011, and have used their excellent services for our parents and family, and recommended several other friends and associates to them for financial management and planning. The merger with EP Wealth has given even more depth and services as we head into our “Golden” Years. Cristin has always been available, patient, kind, respectful and attentive to our changing needs, while handling many challenging situations with estate planning and streamlining our financial needs. This has taken a tremendous burden off us, coordinating our team consisting of accountants, estate attorneys and addressing changing tax codes and estate issues. We wholeheartedly recommend Cristin Rigg and her very capable and knowledgable staff at EP Wealth. With Great Appreciation, Dr. Wendell & Terry Wong"
"Cristin Rigg has been a member of the Professional Advisory Council at Torrance Memorial for 12+ years. She is a skilled presenter with the ability to clearly teach and explain financial issues. Her specialty with her presentations has been about Social Security and savvy planning strategies. We repeatedly call on Cristin to share this expertise by presenting at our free financial health seminars. She donates her time for these presentations as well as for follow-up meetings with and questions from attendees. I personally have heard many positive reports about Cristin as a financial advisor/planner from her clients who are also known to me from attending these seminars and as donors to Torrance Memorial. I highly recommend Cristin as a financial advisor and professional."
"We've been working with EP Wealth since my retirement, and with Tom Nguyen for the past several years. I can't thank them enough for helping us navigate the uncertainties of modern investing. EP Wealth fosters sound financial planning, and people like Tom are critical in ensuring we understand the potential options (or pitfalls) of the future. I highly recommend them both!"
"Since I have become a client, I have had nothing but great service from EP Wealth Advisors. My advisor, Clay Zachary, is always available to me and has assisted me in countless ways beyond his role as my financial advisor. I appreciate the resources they offer and the diverse expertise they provide in growing and maintaining my portfolio."
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