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I had a 💡 moment after visiting aaheydari.com. Hig...
I had a 💡 moment after visiting aaheydari.com. Highly recommend!
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T
I can't express how satisfied I am with the servic...
I can't express how satisfied I am with the services provided by Abbas A. Heydari, CFP®. His financial planning expertise and dedication to his clients are truly commendable. He helped me navigate through complex financial situations and provided me with a clear roadmap for success. His personalized approach and attention to detail sets him apart. Highly recommended! 👍
T
I recently had the pleasure of working with Abbas ...
I recently had the pleasure of working with Abbas A. Heydari, CFP® and I must say it was a great experience. From start to finish, Abbas provided excellent financial planning advice and guidance. He took the time to understand my goals and developed a personalized plan tailored to my needs. I was impressed with his knowledge, professionalism, and attention to detail. Abbas is truly passionate about helping his clients achieve financial success. I highly recommend him!
J
I recently had the pleasure of working with Abbas ...
I recently had the pleasure of working with Abbas A. Heydari, CFP® for my financial planning needs. He provided me with valuable advice and guidance, tailored to my specific goals. Abbas is a true professional who is passionate about helping his clients achieve financial success. I would definitely recommend his services to anyone in need of expert financial planning assistance.
S
Abbas A. Heydari, CFP® is a highly knowledgeable a...
Abbas A. Heydari, CFP® is a highly knowledgeable and professional financial planner. His expertise and attention to detail are outstanding. Abbas genuinely cares about his clients and goes above and beyond to help them achieve their financial goals. I am extremely satisfied with his services and would recommend him to anyone seeking reliable financial planning assistance. 😊
M
Working with Abbas A. Heydari, CFP® has been an ab...
Working with Abbas A. Heydari, CFP® has been an absolute pleasure. His financial planning knowledge and expertise is unmatched. Abbas goes above and beyond to ensure his clients' financial goals are met. He provided me with valuable advice and tailored strategies that have greatly benefited my financial situation. I would highly recommend Abbas to anyone seeking reliable and trustworthy financial planning services.
L
I recently had the pleasure of working with Abbas ...
I recently had the pleasure of working with Abbas A. Heydari, CFP® and I must say it was a great experience. 🙂 From start to finish, Abbas provided excellent financial planning advice and guidance. His personalized approach and commitment to his clients' financial success are truly impressive. I highly recommend his services to anyone in need of expert financial planning!
C
Working with Abbas A. Heydari, CFP® has been a gam...
Working with Abbas A. Heydari, CFP® has been a game-changer for my financial situation. His knowledge and expertise in financial planning are exceptional. Abbas truly understands the complexities of personal finance and provides tailored advice and strategies. I can't recommend him enough to anyone looking for a reliable and dedicated financial planner.
P
I had a wonderful experience working with a financ...
I had a wonderful experience working with a financial planner recently. They provided me with valuable advice and guidance regarding my finances. It was refreshing to work with someone who truly cared about my financial well-being and didn't just treat me like another client. I highly recommend their services!
S
Abbas A. Heydari, CFP® is a true financial plannin...
Abbas A. Heydari, CFP® is a true financial planning professional! 🙌 His expertise and guidance have been invaluable to me. He took the time to understand my financial goals and provided me with tailored strategies to achieve them. I am incredibly satisfied with Abbas's services and highly recommend him to anyone in need of financial planning assistance.
M
Abbas A. Heydari, CFP® is an exceptional financial...
Abbas A. Heydari, CFP® is an exceptional financial planner. His expertise and dedication to his clients are truly admirable. He helped me navigate through complex financial situations and provided me with a clear roadmap for success. Abbas's attention to detail and personalized approach sets him apart from others in his field.
A
Abbas A. Heydari, CFP® is an amazing financial pla...
Abbas A. Heydari, CFP® is an amazing financial planner. His expertise and guidance helped me make informed decisions about my finances. He is thorough, professional, and always had my best interests in mind. I feel confident in recommending him to anyone looking for trusted financial advice and planning.
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À propos de Abbas a. heydari, cfp®
Abbas A. Heydari, CFP® - Offre une gestion complète du patrimoine à Torrance, CA
Abbas A. Heydari, CFP® est une société de gestion de patrimoine renommée qui s'est associée à EP Wealth pour fournir des services de planification financière complets aux clients de la grande région de Torrance, en Californie. Avec plus de 20 ans d'expérience dans l'industrie et une équipe de professionnels hautement qualifiés, Abbas A. Heydari, CFP® s'engage à aider ses clients à atteindre leurs objectifs financiers et à assurer leur avenir.
Chez Abbas A. Heydari, CFP®, nous comprenons que chaque client a des besoins et des objectifs uniques en matière de gestion de patrimoine. C'est pourquoi nous offrons des services de planification financière personnalisés adaptés à la situation et aux objectifs particuliers de chaque client.
Notre équipe d'experts comprend des planificateurs financiers certifiés (CFP), des conseillers en placement, des fiscalistes, des avocats en planification successorale et des professionnels de l'assurance qui travaillent ensemble de manière transparente pour fournir des solutions globales aux besoins financiers de nos clients.
Nous croyons qu'une gestion de patrimoine réussie nécessite une approche globale qui tient compte de tous les aspects des finances de nos clients, y compris les investissements, les impôts, la couverture d'assurance et la planification successorale. Notre objectif n'est pas seulement d'aider nos clients à faire fructifier leur patrimoine, mais également de le protéger contre les risques potentiels tels que la volatilité des marchés ou les événements imprévus de la vie.
Nos services incluent :
1) Gestion des placements : Nous offrons des stratégies de placement personnalisées conçues pour aider nos clients à atteindre leurs objectifs financiers à long terme tout en minimisant les risques.
2) Planification de la retraite : Nous aidons nos clients à planifier leur retraite en élaborant des stratégies personnalisées basées sur des facteurs tels que l'âge, le niveau de revenu et le mode de vie souhaité.
3) Planification fiscale : Nos fiscalistes travaillent en étroite collaboration avec nos conseillers en placement pour élaborer des stratégies de placement fiscalement avantageuses qui minimisent l'incidence des impôts sur les portefeuilles de nos clients.
4) Planification successorale : Nous aidons nos clients à créer un plan successoral qui garantit que leurs actifs sont répartis selon leurs souhaits tout en minimisant les taxes et autres coûts associés à l'homologation.
5) Planification d'assurance : Nous évaluons les besoins d'assurance de nos clients et recommandons une couverture appropriée pour protéger leurs actifs et assurer la sécurité financière de leurs proches.
Chez Abbas A. Heydari, CFP®, nous nous engageons à fournir à nos clients le plus haut niveau de service et d'expertise. Nous croyons qu'en travaillant en étroite collaboration avec nos clients, nous pouvons les aider à atteindre leurs objectifs financiers et à assurer leur avenir.
Si vous recherchez des services complets de gestion de patrimoine dans la grande région de Torrance, en Californie, contactez Abbas A. Heydari, CFP® dès aujourd'hui pour en savoir plus sur la manière dont nous pouvons vous aider à atteindre vos objectifs financiers.
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