Favor Wealth - Pasadena, California

Address: 155 S El Molino Ave # 104, Pasadena, CA 91101, United States.
Phone: 6265290445.
Website: favorwealth.com
Specialties: Financial planner, Insurance broker, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of Favor Wealth

☎️6265290445

⏰ Open Hours of Favor Wealth

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Discover Financial Security with Favor Wealth

Located at 155 S El Molino Ave # 104, Pasadena, CA 91101, United States, Favor Wealth stands out as a premier financial service provider in Pasadena. They are easily reachable via phone at 626-529-0445. Their comprehensive services span financial planning, insurance brokerage, and investment services, catering to a diverse clientele seeking to secure their financial future.

For those looking to manage their finances wisely, Favor Wealth offers a range of specialties. As a Financial Planner, they assist clients in setting and achieving financial goals. Their role as an Insurance Broker ensures clients have adequate coverage for their assets. Additionally, their Investment Services provide expert guidance on growing wealth over time. These services, combined with their commitment to accessibility and inclusivity, make Favor Wealth a standout choice in the Pasadena area.

One of the notable aspects of Favor Wealth is their customer-centric approach. They offer both online and on-site services, ensuring convenience for their clients. Their facility is wheelchair-accessible, complete with a car park, entrance, and restroom that accommodate individuals with mobility needs. This commitment to accessibility is a hallmark of their dedication to serving all members of the community.

Clients have left their impressions on Google My Business, with Favor Wealth boasting 5 reviews and an average opinion rating of 4/5. These testimonials reflect the high level of satisfaction clients experience with their services. The requirement for an appointment is a testament to their personalized service model, where each client's needs are carefully considered.

For individuals seeking to navigate the complexities of financial planning, insurance, and investment with a trustworthy advisor, Favor Wealth offers a valuable resource. Their recommendation to schedule an appointment underscores the importance they place on personalized service and thorough client consultation.

👍 Reviews of Favor Wealth

Pablo S.

1/5

Avoid. Sold me investments that were horrible (~2% compound rate or worse), didn't disclose he was getting fees from those companies. I got locked into illiquid investments for over half a decade, leading to complicated taxes and losses. When things got tricky, he bailed and dropped me as a customer, without even communicating. I'm still dealing with the aftermath.
I did >10x better managing my own money, you can too. Buy a three-fund portfolio, rebalance once a year. Read "The intelligent investor".
Thank you Ricky for teaching me not to trust "financial advisors". Saved me a lot of money in the long run, though it was an expensive lesson.

Surang S.

4/5

Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.

Simon T.

5/5

Iv'e been with Haydel Biel & Associates since 2012 and I am a small business owner. Originally I went to them from meeting them at the events they do and soon discovered that they could help my business grow. Ricky, one of the owners was exceptional helpful and Chris is like a walking encyclopedia! Both combined, there knowledge of finance seems endless. They helped me save on tax and various other things that quite honestly they really didn't need to do but as Ricky says, it's part of the service and they are happy to help.

They also offer investment offers which a lot of them are really interesting, especially the alternative investments. They have regular events for both community charities as well as investment conferences which are incredible. I've actually acquired new business just by attending the events alone.

All in all, a very friendly service and extremely patient staff. Cant praise them enough on what they do.

Dorothy J.

5/5

I will begin with the responsiveness of this company. Every call that I have ever made to them has had a positive result, either in terms of investment choices or as it has related to lifetime business choices. They are a first-rate company, and they get to know their clients well enough to give solid economic advice at crucial times. I have trusted their advice as I've made my investment choices for over fifteen years and have never known a better run business. Finally, they are personable and highly professional.

Yvonne R.

5/5

I inadvertently rated the firm as a 2. Want to change that, they are very responsive.