Finance Mastery Hub

Tori and Alex Cetera Investors - Pasadena, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 155 N Lake Ave UNIT 430, Pasadena, CA 91101.
Phone: 66534494.
Website: toriandalex.ceterainvestors.com
Specialties: Financial planner.
Other points of interest: Identifies as Asian-owned, Identifies as Latino-owned, Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Tori and Alex Cetera Investors

Tori and Alex Cetera Investors 155 N Lake Ave UNIT 430, Pasadena, CA 91101

☎️66534494

⏰ Open Hours of Tori and Alex Cetera Investors

  • Monday: 9 AM–6 PM
  • Tuesday: 9 AM–6 PM
  • Wednesday: 9 AM–6 PM
  • Thursday: 9 AM–6 PM
  • Friday: 9 AM–6 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a comprehensive overview of Tori and Alex Cetera Investors, presented in a formal and helpful manner:

Tori and Alex Cetera Investors: A Detailed Assessment

For individuals and families seeking expert financial guidance, Tori and Alex Cetera Investors presents a compelling option. This firm, located at Address: 155 N Lake Ave UNIT 430, Pasadena, CA 91101, offers a range of financial planning services delivered with a commitment to personalized attention and accessibility. Their contact number is Phone: 66534494, and you can find more information and schedule an appointment at their website: Website: toriandalex.ceterainvestors.com.

Specialties and Core Services

Tori and Alex Cetera Investors specialize in providing comprehensive financial planning. They assist clients with a diverse spectrum of financial needs, including retirement planning, investment management, estate planning, and risk management. The firm’s approach centers around understanding each client’s unique circumstances, goals, and risk tolerance to develop tailored strategies for long-term financial security. It’s clear from client feedback that they prioritize building strong, trusting relationships.

Key Attributes and Accessibility

What truly distinguishes Tori and Alex Cetera Investors is their dedication to inclusivity and ease of access. They actively identify as Asian-owned, Latino-owned, and women-owned, reflecting a commitment to diverse perspectives and a welcoming environment for all clients. The firm offers a range of services to accommodate individual needs, including:

  • Online Appointments: Providing convenience and flexibility.
  • Onsite Services: Offering a traditional, in-person consultation.
  • Language Assistance: Catering to a broader clientele.
  • Accessibility Features: Specifically, wheelchair accessible entrance, parking lot, and restroom facilities.

Client Feedback and Reputation

Tori and Alex Cetera Investors boasts a strong reputation, as evidenced by the 21 reviews on Google My Business with an impressive Average opinion: 5/5. The consistently high ratings suggest a firm that prioritizes client satisfaction, and a commitment to delivering exceptional service. The feedback highlights Alex’s thoroughness and knowledge, as well as the team’s ability to alleviate clients’ anxieties about their financial futures. It appears they foster a sense of security and confidence in their clients’ long-term financial well-being.

Important Considerations & Recommendations

It’s worth noting that appointments are required and strongly recommended, indicating a structured approach to client consultations. Furthermore, the firm’s LGBTQ+ friendly and transgender safespace policies demonstrate a commitment to creating a comfortable and supportive environment for all individuals. The firm’s dedication to accessibility underscores a genuine desire to serve a diverse range of clients effectively.

👍 Reviews of Tori and Alex Cetera Investors

Tori and Alex Cetera Investors - Pasadena, California
Christine A.
5/5

Alex is an amazing financial planner! He takes his time to explain my financial portfolio' and is extremely knowledgeable! He puts my mind at ease when it comes to my future. Thank you!

Tori and Alex Cetera Investors - Pasadena, California
Elizabeth G.
5/5

Alex, as usual, was very helpful, I have been with Cetera for a long time and between Tori and Alex, I am very well taken care of, they really do look out for me and my financial needs, thanks again for everything

Tori and Alex Cetera Investors - Pasadena, California
jacque G.
5/5

Tori and Alex are the absolute best! They will walk you through everything having to do with your financial well-being, and take their time to really provide you reassurance and knowledge, especially for someone like me who sometimes gets lost in the lingo of the finance world! They are the definition of professional, they’re so caring and have the greatest most solid team! I 100% recommend choosing Tori and Alex as your financial planners!

Tori and Alex Cetera Investors - Pasadena, California
Ken P.
5/5

I have been getting financial services from Alex for over 4.5 years. I can say that from my experiences with Alex is that he genuinely cares about helping his clients. He provides very insightful financial information to help his clients make educated decisions towards their financial goals. He gives excellent and very visually informative PowerPoint presentations, he also is a very articulate and well spoken educated man. I recommend him.

Tori and Alex Cetera Investors - Pasadena, California
Jay S.
5/5

Alex at Cetera Investors has helped guide me in creating a retirement plan that makes me feel very secure in my future. He is always available and answers my questions in ways that I can understand. He really helps me understand the trends in the market and how that relates to my investments. I truly appreciate Alex and his team!

Tori and Alex Cetera Investors - Pasadena, California
Carly G.
4/5

Tori and her team are extremely knowledgeable about the ever-changing market. They do a great job informing and communicating with their clients each quarter with a detailed and personalized review. I always feel comfortable asking questions to learn more about my portfolio and strategize on ways to improve it's performance.

Tori and Alex Cetera Investors - Pasadena, California
Mona L.
5/5

I learned of the business run/managed by Tori and Alex at my last job about four years ago and was instantly drawn to their professionalism, warmth, diligence and environmental, social governance (ESG) investing and social responsibility investment (SRI) services. While I care about how I invest and having a financial and retirement plan set up, I don't necessarily pay attention to the daily market trends-- this is why I especially appreciate the services provided by Tori and Alex, which include quarterly reviews. Not to mention how completely transparent they are! I know that I'm in good hands and see myself as a long-term client.

I highly recommend Tori and Alex Cetera Investors services.

Tori and Alex Cetera Investors - Pasadena, California
Richard M.
5/5

Greetings! My experience with Tori and Alex Cetera Investors has been provided by Alex Sierra. Alex has been my financial advisor for over 5 years. His financial guidance has been based on my needs as communicated to Alex in response to his questions. He has consistently provided advice tailored to my answers and his advice has been consistently right on the mark. I give Alex a 5-star review and heartily recommend him as a financial advisor.

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