Halbert Hargrove Global Advisors - Long Beach, California

Scott M.

Halbert Hargrove is an excellent partner helping me reach my financial goals. My mind is at ease knowing the investment team with which I work is making all the correct decisions regarding the management of my portfolio. In addition, I appreciate how well they communicate what they are doing with my funds via phone, email and my personal login on their secure portal. And if I have ANY questions, they provide quick, clear, accurate answers professionally, politely and with the utmost of respect. I so highly value my relationship with them, I've been happy to recommend their services to family, friends and colleagues.

Marlene B.

Halbert Hargrove has great financial advisors, who are truly interested in your goals. They take good care of their investors and are easily available. My portfolio has increased a lot since I’ve been with the firm, which is 20+ years. I trust them completely.

Pamela S.

For almost two years now I have interacted with Halbert Hargrove Global Advisor - Nick Strain + his amazing team. It has been a pleasure to work with Nick and team as everyone is a seasoned professional and a delight to work with. I am consistently impressed by their knowledge, process, sense of urgency and attention to detail, support, patience and they go above and beyond when it comes to client service and kindness.

Alan B.

Halbert Hargrove has been my financial advisor and fiduciary for decades. They have allowed me to concentrate on my career while they have manage my wealth. Our relationship is professional, personal, and rewarding.

susie A.

For someone who wants a wealth advisor who is financially savvy, values your priorities and can direct and organize your financial world, this is your company! I highly recommend them!

Catherine D.

HH has always shown me the utmost professionalism and respect along with true personal care for which I am extremely grateful

Pam K.

I’ve been working with Halbert Hargrove for awhile and it has been an incredibly rewarding experience. I've never felt more heard or supported in my financial journey. From the very beginning, it's clear that they are not just providing an advisor but a dedicated team working with me. I feel like they’re helping me achieve my dreams and are always available when I have questions. I would definitely recommend Halbert Hargrove to anyone looking for an advisor.

Sagar L.

My family and I started working with Halbert Hargrove (HH) towards the end of 2020. Our experience with HH at that time was good; however, it was clear that, over the years that transpired, the company and financial advisor was not as responsive in giving us the attention we deserved. We would not recommend this firm for your financial planning or investment recommendation needs.

The overall service level was subpar. It was extremely difficult to get in touch with our financial advisor, even for urgent matters. We were told that he was consistently in "meetings" and was therefore unavailable. It was evident that he was not even able to simply and briefly step away to take our quick call.

I would strongly suggest NOT working with HH, especially if customer service is on the top of your mind (among other factors).