Samuel Rad - Fiduciary Financial Advisor - Beverly Hills, California

Address: 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, United States.
Phone: 3109354726.

Specialties: Financial planner, Financial Advisor, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.6/5.

📌 Location of Samuel Rad - Fiduciary Financial Advisor

☎️3109354726

⏰ Open Hours of Samuel Rad - Fiduciary Financial Advisor

Monday: 7 am–7 pm
Tuesday: 7 am–7 pm
Wednesday: 7 am–7 pm
Thursday: 7 am–7 pm
Friday: 7 am–7 pm
Saturday: 7 am–7 pm
Sunday: 7 am–7 pm

Samuel Rad - Fiduciary Financial Advisor

Samuel Rad is a highly recommended Fiduciary Financial Advisor who has been helping clients to secure their financial future with his expertise and personalized approach. His firm, located at 226 S Beverly Dr Suite 200, Beverly Hills, CA 90212, United States, offers a wide range of financial planning services, making it easier for individuals to achieve their short-term and long-term financial goals.

Specialties and Services

Financial planner: Samuel Rad provides personalized financial planning services tailored to each client's needs and preferences.
Financial Advisor: He offers expert advice on investments, retirement planning, tax planning, and estate planning.
Investment service: Samuel Rad helps clients build and manage their investment portfolios, ensuring a strong return on their investments.

Additional Points of Interest

Online appointments: Samuel Rad offers the convenience of scheduling appointments online for clients' added comfort.
On-site services: The firm provides in-person consultations, ensuring face-to-face interactions for a more personalized experience.
Wheelchair-accessible facilities: Samuel Rad's office features a wheelchair-accessible car park, entrance, and toilet, making it accessible for people with disabilities.
LGBTQ+ friendly: The firm welcomes clients of all backgrounds and provides a supportive and inclusive environment.
Appointments recommended: While walk-ins are accepted, it is recommended to book an appointment in advance to ensure a smoother and more focused consultation.

Client Reviews and Opinions

Samuel Rad has received excellent feedback from clients, with an impressive average rating of 4.6/5 based on 9 reviews on Google My Business. Many clients appreciate the clear and easy-to-understand explanations of financial concepts, personalized attention, and strong commitment to their best interests. These testimonials demonstrate that Samuel Rad is a trustworthy and knowledgeable financial advisor who truly prioritizes his clients' needs and well-being.

"I recently started working with Sam to plan my financial future and he was great to work with. A lot of times when you talk to financial advisors they talk to you like you know everything about finances. However, Sam explained everything to make it easier to understand as a client. He had my best interests from when we started talking to when I signed up with him and I know my money is in good hands and I now have less weights on my shoulders and can focus on other things in life. I would highly recommend working with Sam. He is great."

👍 Reviews of Samuel Rad - Fiduciary Financial Advisor

Samuel Rad - Fiduciary Financial Advisor - Beverly Hills, California

Ari N.

5/5

I recently started working with Sam to plan my financial future and he was great to work with. A lot of times when you talk to financial advisors they talk to you like you know everything about finances. However, Sam explained everything to make it easier to understand as a client. He had my best interests from when we started talking to when I signed up with him and I know my money is in good hands and I now have less weights on my shoulders and can focus on other things in life. I would highly recommend working with Sam. He is great.

Faria K. N.

5/5

A true CFP with heart! Went in to see Sam and his team. I was treated with complete care even though I do not have a huge amount of money. I had been treated like "small fish" by my previous financial advisor and decided to give Sam's firm a try. I was so impressed and humbled with the level of care I received. I would recommend him for anyone looking for a honest financial planner that won't talk down to you.

Yolanda S.

5/5

My husband and I attended one of Samuel Rad’s seminars just before the COVID-19 hit. Mr. Rad put together an excellent presentation at a beautiful restaurant. He was clear and concise. I was very interested in sitting down with him to discuss my finances and paid a nominal fee for his services. Then COVID-19 came along before I had an opportunity to meet with him. His office called and offered to have a meeting over the phone or online. I didn’t feel comfortable with either so I requested a refund. I was told they would get back with me within 24 hours. And they did! They graciously refunded me the entire amount.
Samuel Rad has integrity. I’ve only met him once but his actions speak louder than words. He is definitely someone who could be trusted to look out for you.

Thank you,
Yolanda S.

Sarah H.

5/5

Best financial adviser experience I have had. I took a course taught by Sam and was so impressed with how he presented complex information in a simple and straightforward manner. I decided to see him for a consult and ended up moving my accounts to him. I am really happy that for once in my life I can say I have a complete handle on my finances.

Matt A.

1/5

Sam lost our family thousands in the Woodbridge ponzi scheme. He sold a security he wasn’t license to sell and made above market commissions selling these investments to elderly retirees. Would never recommend to anyone! Stay away!!

Yosef M.

5/5

Honest, helpful and a really good guy. Highly recommend. I have been working with Sam for over 5 years now.

Amanda S.

5/5

Found sam through a web search and he emailed me very promptly and professionally. I had a couple business questions and wanted his input. He listened, understood and provided me with the answers I needed. Highly recommend!

Shawn P.

5/5

Mr. Rad is awesome. i went to his seminars and after that i met with him. he opened my eyes about retirement . i can't thank him enough.