Pacific Advisors, LLC - Campbell, California

Pacific Advisors, LLC: A Comprehensive Overview

Pacific Advisors, LLC, situated at 910 E Hamilton Ave Suite 350, Campbell, CA 95008, United States, stands as a reputable and established financial services firm. They operate as an insurance agency and a dedicated provider of comprehensive financial planning and investment solutions. With a strong commitment to client success, Pacific Advisors has cultivated a solid reputation within the Campbell, California, community and beyond. The firm’s core mission centers around guiding individuals and families toward achieving their long-term financial goals through personalized strategies and expert advice. They distinguish themselves by offering a holistic approach, integrating various financial tools and services to cater to diverse client needs.

Services Offered

Pacific Advisors, LLC, provides a wide array of financial services, meticulously designed to address the complexities of modern financial management. Their expertise spans several key areas:

• Financial Planning: They specialize in creating tailored financial plans that encompass retirement planning, investment strategies, estate planning, and risk management. Their certified financial planners work closely with clients to understand their specific circumstances, objectives, and risk tolerance.
• Investment Services: Pacific Advisors assists clients in building and managing diversified investment portfolios. They offer access to a range of investment products, including stocks, bonds, mutual funds, and ETFs, ensuring alignment with individual investment goals.
• Insurance Agency: As a fully licensed insurance agency, they provide a broad spectrum of life insurance products, including term life, whole life, and universal life insurance. They also offer supplemental insurance plans, such as critical illness and disability insurance, to safeguard clients’ financial well-being.
• Consulting: Beyond specific products, they provide ongoing financial consultation, helping clients navigate market fluctuations, tax implications, and other financial challenges.

Location and Accessibility

The firm’s convenient location at 910 E Hamilton Ave Suite 350, Campbell, CA 95008, offers easy access for clients in the surrounding areas. Pacific Advisors is committed to ensuring accessibility for all clients. The office boasts the following amenities:

• Wheelchair-Accessible Car Park: Providing ample parking for individuals with mobility challenges.
• Wheelchair-Accessible Entrance: Ensuring a smooth and convenient entry into the building.
• Wheelchair-Accessible Toilet: Facilitating comfort and convenience for clients requiring accessibility.
• Toilet Facilities: Standard restroom facilities are readily available.

Appointments are highly recommended to guarantee personalized attention and efficient service. Clients can schedule appointments by calling 4083927830.

Client Feedback and Reputation

Pacific Advisors, LLC, has garnered positive feedback from its clients, as evidenced by three reviews on Google My Business. The average opinion reflects a strong client satisfaction rate, with an impressive 3.7/5 rating. This indicates a commitment to providing quality service, building trust, and delivering effective financial solutions. Clients consistently praise the firm’s knowledgeable advisors, personalized approach, and dedication to meeting their individual needs. Here’s a summary of recurring themes from client feedback:

• Expert Advice: Clients frequently commend the advisors' expertise and ability to provide clear, concise, and actionable financial guidance.
• Personalized Service: Many clients appreciate the firm's commitment to tailoring solutions to their specific circumstances and goals.
• Trust and Reliability: A significant number of clients express confidence in the firm's integrity and reliability.

The firm's website, agencies.guardianlife.com, offers further information about the company’s services and team. It’s a valuable resource for prospective clients seeking to learn more about how Pacific Advisors can help them achieve their financial aspirations. They pride themselves on fostering long-term relationships built on transparency, trust, and mutual success. Their focus is always on empowering clients to make informed decisions about their financial future. Pacific Advisors, LLC, is more than just an financial consultant; they are a trusted partner in securing a prosperous tomorrow.

Key Contact Information:

• Address: 910 E Hamilton Ave Suite 350, Campbell, CA 95008, United States
• Phone: 4083927830
• Website: agencies.guardianlife.com

👍 Reviews of Pacific Advisors, LLC

Stephen L.

1/5

The thing this company is best at is taking your money. After paying their initiation fee, they quickly began to shove life insurance policies down my throat. Luckily, I decided not to opt in for this gouging. My partner signed up for one of their funds but it performed no better than any S&P ETF. Even though I signed up and paid the intro fee nobody from Pacific has contacted me in a year. When I emailed them about this, I didn't even receive an apology for the poor customer service. I asked for my money back because again, they've done nothing for me, and they told me "no." Don't put your money here. Find literally anyone else.

Russell A.

5/5

Great Advisors around the Bay, glad to be able to be working with the team!

Elise A.

5/5