Cerda Muñoz Advisors, Inc. - Whittier, California

Address: 7720 Painter Ave Suite A, Whittier, CA 90602.
Phone: 5622224525.
Website: cerdamunoz.com.
Specialties: Financial planner, Investment company, Investment service, Tax preparation.
Other points of interest: Identifies as Latino-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 27 reviews on Google My Business.
Average opinion: 4.7/5.

Location of Cerda Muñoz Advisors, Inc.

5622224525

Cerda Muñoz Advisors, Inc. is a well-regarded financial planning and investment firm located at Address: 7720 Painter Ave Suite A, Whittier, CA 90602. They can be reached at Phone: 5622224525 and their website can be found at Website: cerdamunoz.com.

This company specializes in financial planning, investment company, investment service, and tax preparation. They are proud to identify as a Latino-owned business and offer a range of services to meet the needs of their clients.

Cerda Muñoz Advisors, Inc. understands the importance of accessibility and offers online appointments, onsite services, language assistance, wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. They also have a gender-neutral restroom available for use. It is recommended to make an appointment, but appointments are not strictly required.

According to 27 reviews on Google My Business, Cerda Muñoz Advisors, Inc. has an average opinion of 4.7/5. This is a testament to the high-quality service and care they provide to their clients.

If you are looking for a reliable and trustworthy financial planning and investment firm, look no further than Cerda Muñoz Advisors, Inc. Their expertise, accessibility, and commitment to their clients make them an excellent choice. Don't hesitate to contact them through their website at cerdamunoz.com to schedule an appointment and take the first step towards securing your financial future.

Reviews of Cerda Muñoz Advisors, Inc.

Cerda Muñoz Advisors, Inc. - Whittier, California

Albert Valdez

5/5

Cerda Munoz has been the jewel of my financial world for the last 10 years, the staff is very welcoming and professional. From the start Gilbert has always been impressed with his expertise, understanding and the ability to explain complex financial matters. I have such trust for Cerda Munoz Advisors, Inc have introduced family, friends, colleagues and anyone who is in needs of a stout reliable financial advisor that will help you grow for the future. Thank You for all you've done

Angelica Zamora

5/5

Thank you so much Cerda Munoz Advisors! Gilbert Cerda has been our primary advisor/tax filing expert since 2018. He handles all my personal and business financial matters. I want to thank him for guiding and educating me on how to properly manage my business. Thank you for going above and beyond to answer all the million questions I had.

Shout out to the staff for their friendliness and professionalism. No matter how busy they get they are always very responsive. Thank you so much for all your hard work and dedication and making sure we receive the best service. You guys' ROCK!

Highly recommended!!!

Jessica Lara

5/5

Gilbert has been our financial adviser for about 15 years now and we couldn’t be happier. He is extremely knowledgeable and has the patience to answer all our questions and explains everything with such detail. Thank you for your guidance and for providing us excellent service. We wholeheartedly recommend Cerda Munoz Advisers.

Carlos Diaz

5/5

I have been working with Gilbert for the past 7 years. He was with me during my transition from a 9-5 to establishing my business full time. As a business owner Gilbert has provided me, my business, and my family with incredible value not only with legal tax services, but with wealth management for my family and my business. You need a team of professionals by your side and Cerda Muñoz Advisors has been my choice for wealth management. If you are looking for a knowledgeable, professional and caring team I highly recommend them for all your wealth management needs.

Alisa Cota

1/5

This was my first time paying for a financial planning service and feel like the services was not worth the cost. I was a client for about a year and a half and feel because I was fairly new on my financial planning journey Gilbert wasn’t a good fit, maybe for other clients but not if you are just starting off.

Cohrs & Gudino, DDS

5/5

I have dealt with Gilbert Cerda for well over a decade And have always been impressed with his expertise and professionalism. Mr Cerda has literally saved me thousands of dollars in taxes and financial planning. And I have to say that when I went against his advice.....I lost.
Karla, Wendy, and Elizabeth are excellent staff who are efficient, kind, and helpful. I highly value the service I receive and the relationship I enjoy with the entire Cerda and Munoz team and offer my highest recommendation.
Rick Cohrs, DDS

Guillermo Urias

5/5

Gilbert Cerda & Aaron Muñoz, are extremely knowlegeable and trustworthy professionals. Gilbert has been assisting me in managing my wife's and my own retirement accounts and have provided great advise about how to diversify our portfolio so we can be well prepared when it comes time to retire. Their staff is always friendly and pleasant as well. I would highly recommend Cerda Muñoz Advisors to anyone who hasn't started planning for retirement, as well as anyone looking for wealth management services.

cindy Estrda

5/5

I highly recommend the Cerda Muños advisors !!! I just started working with them and so far I had been a really good experience !!!They really listed to your individual needs and they make feel very comfortable . Gilbert Cerda takes the time to explain everything with detail. It also helps that he speaks Spanish . My parents whom are also his clients , really appreciated that. I feel more at ease now that I know Gilbert and his team are making sure my money is properly being invested!! Thank you Gilbert!!