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Fischer Investment Strategies - Westlake Financial Advisors
920 Hampshire Road, Westlake Village, California, United States
About the Fischer Investment Strategies - Westlake Financial Advisors
Fischer Investment Strategies - Westlake Financial Advisors is a leading finance institution located at 920 Hampshire Road in Westlake Village, California, United States. Our team of experienced financial advisors provides personalized investment strategies tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our experts are here to help you navigate the complex world of finance. Trust Fischer Investment Strategies - Westlake Financial Advisors to guide you towards a secure financial future.
Photos of Fischer Investment Strategies - Westlake Financial Advisors
920 Hampshire Rd Suite A2, Westlake Village, CA 91361, United States
Opening hours of Fischer Investment Strategies - Westlake Financial Advisors
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 Fischer Investment Strategies - Westlake Financial Advisors
"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"
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