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Falcon Wealth Planning
3655 Torrance Boulevard, Torrance, California, United States
About the Falcon Wealth Planning
Falcon Wealth Planning is a leading finance institution located at 3655 Torrance Boulevard in Torrance, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning, investment management, and retirement planning, Falcon Wealth Planning is committed to providing top-tier financial guidance and support to individuals and families. Contact us today to learn more about how we can help you build and protect your wealth.
Photos of Falcon Wealth Planning
3655 Torrance Blvd 3rd floor, Torrance, CA 90503, United States
Opening hours of Falcon Wealth Planning
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:
Closed
Sunday:
Closed
Reviews of Falcon Wealth Planning
"We reached out to Quinn at Falcon Wealth to help us come up with a post retirement plan. He was fantastic. We were able to "see" all of our financials and even get an estimate of our tax liability for this year. He is thorough, personable, and at the top of his game. I highly recommend him to anyone seeking a more secure financial future."
"Quinn Carranza with Falcon Wealth Planning was absolutely knowledgeable. He listened to my concerns, and financial goals. With the information I gave him, he worked on a plan that fits my needs now, and for retirement. He was very patient and answered all my questions. I was very happy with our over the phone meeting. I highly recommend!!"
"I was referred to Falcon Wealth from The Dave Ramsey show and my wife and I couldn't be happier with our experience with our assigned wealth planner Sam Bigharz. Sam was very professional and easy to talk to. We felt that Sam was genuinely giving us the best financial advice possible. We would highly recommend Sam and Falcon Wealth."
"Michael Jensen & Team are absolute pros! They take the time to not only advise but educate me in areas of my finances and the general market that I'm not particularly familiar with. Michael is super personable & you can tell he really cares about his clients! Highly recommend!"
"You don’t have to be a millionaire to have a financial planner. My husband and I are just two government employees trying to make some smart decisions for our future. We were looking for a professional opinion of our financial situation mainly when and how feasible retirement is. We found Falcon Wealth Planning and have been so happy that we did. Our first meeting was with Kevin Mayo. His informative, no pressure approach was awesome. He gave us insight into tax issues we might have when we do retire and suggested steps to take to minimize those issues. He wanted to educate us, not just give an opinion. After a couple of meetings, we decided to have Falcon Wealth be our financial planning resource. Kevin responds to all our emails and questions promptly. The other staff we’ve had contact with have also been professional and courteous. I would highly recommend the Falcon Wealth team."
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