Leal Financial Planning - Campbell, California

Leal Financial Planning es una empresa de planificación financiera con sede en Campbell, California, en el corazón de Silicon Valley. Establecida en 2001, esta empresa ha ayudado a miles de individuos y familias a alcanzar sus objetivos financieros.

Con una ubicación convenientemente ubicada en 900 E Hamilton Ave #100, Campbell, CA 95008, United States, Leal Financial Planning ofrece servicios personalizados a sus clientes. Puedes contactarlos por teléfono al 408-679-3354 o visitar su sitio web en lealfp.com.

Los especialidades de Leal Financial Planning incluyen planificación financiera, inversión, ahorro y retiro, entre otros. Los expertos de la empresa trabajan estrechamente con sus clientes para crear planes financieros personalizados que se adapten a sus necesidades únicas.

Leal Financial Planning cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento y una entrada y baño accesibles para personas con discapacidad. Se recomienda hacer una reserva de citas antes de visitar la oficina.

La empresa tiene 4 reseñas en Google My Business, lo que refleja su excelente servicio al cliente y su dedicación a la satisfacción de sus clientes.

En resumen, Leal Financial Planning es una empresa confiable y experimentada en planificación financiera que ofrece servicios personalizados a sus clientes. Con su ubicación convenientemente ubicada y su compromiso con la satisfacción del cliente, es una excelente opción para aquellos que buscan planificar su futuro financiero.

Características

• Planificación financiera personalizada
• Inversión y ahorro
• Retiro y seguridad financiera
• Asesoramiento financiero experto
• Instalaciones accesibles para personas con discapacidad

Ubicación

• 900 E Hamilton Ave #100, Campbell, CA 95008, United States

Información de contacto

• Teléfono: 408-679-3354
• Sitio web: lealfp.com

Otras características

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opiniones

• 4 reseñas en Google My Business
• Media de opinión: 5/5

👍 Reviews of Leal Financial Planning

Carol J.

5/5

I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you Karl, you have made such a difference in my life and i appreciate you!"

donna M.

5/5

It took me a long time to find the right person but it was well worth the wait. If you are looking for a knowledgeable, trust worthy, fee-based, financial adviser, look no further. Karl (Leal Financial Planning) was a pleasure to work with. He has fiduciary responsibility and acts in YOUR best interests. He is not compensated to sell you on specific investments. Karl, helped us sort through our assets and developed a comprehensive investment approach that aligned with our retirement plans. We are no longer paying crazy fees that ultimately wiped out most of our profits. I finally feel secure about where our money is invested. I highly recommend Karl. He is down to earth and has great interpersonal skills.

Michael S.

5/5

I worked with Karl a few years ago to vet and improve the structure of my finances, for now and for retirement. Our interactions were always cordial, professional, and most importantly enlightening. I was glad to be able to take what he taught me and implement it myself rather than simply hitch my wagon to someone else who just sees me as a ticket to 1% fees forever.

By now things have changed, and its time for me to do some rearchitecting of my finances. You bet I'm going back to speak with Karl.

Nachiket P.

5/5