Cerda Muñoz Advisors, Inc. - Whittier, California
Address: 7720 Painter Ave Suite A, Whittier, CA 90602, United States.
Phone: 5622224525.
Website: cerdamunoz.com
Specialties: Financial planner, Investment company, Investment service, Tax preparation.
Other points of interest: Identifies as Latino-owned, Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 4.7/5.
📌 Location of Cerda Muñoz Advisors, Inc.
⏰ Open Hours of Cerda Muñoz Advisors, Inc.
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
Cerda Muñoz Advisors, Inc.
Cerda Muñoz Advisors, Inc. is a highly regarded financial planning and investment firm located in Whittier, California. Established with a commitment to providing exceptional personalized service, the firm has built a strong reputation for helping clients achieve their financial goals.
Address: 7720 Painter Ave Suite A, Whittier, CA 90602, United States
Phone: 5622224525
Website: cerdamunoz.com
Specialties: Financial planner, Investment company, Investment service, Tax preparation
Other points of interest:
- Identifies as Latino-owned
- Online appointments available
- On-site services offered
- Language assistance provided
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Gender-neutral toilets available
- Toilet facilities available
- Appointments recommended
- Appointment required
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 4.7/5
Cerda Muñoz Advisors, Inc. stands out for its personalized approach and dedication to understanding each client's unique financial situation. The firm's team of experienced advisors work closely with clients to develop customized strategies that align with their goals and values. In addition to traditional financial planning and investment services, Cerda Muñoz Advisors also offers tax planning and preparation to help clients optimize their financial situation.
The firm's commitment to accessibility is evident in their wheelchair-friendly facilities and language assistance for non-English speakers. With a strong focus on building long-term relationships, Cerda Muñoz Advisors prides itself on being a trusted partner for clients seeking comprehensive financial guidance.