Southern Pacific Asset Management, LLC - Yuma, Arizona

Southern Pacific Asset Management, LLC

Una empresa de asesoramiento financiero con sede en Yuma, Arizona, que brinda servicios de asesoramiento financiero de alta calidad a sus clientes.

Ubicación

Address: 350 W 16th St #309, Yuma, AZ 85364, United States.

Información de contacto

Phone: 9285807650

Página web

Website: southernpacificam.com

Especialidades

Specialties: Financial advisor.

Características

Esta empresa cuenta con una larga trayectoria en el brindar asesoramiento financiero de alta calidad a sus clientes. Su equipo de expertos trabajan estrechamente con sus clientes para entender sus necesidades y objetivos financieros y crear planes personalizados para ayudarles a alcanzar sus metas. La empresa es conocida por su enfoque personalizado y su compromiso con la transparencia y la comunicación abierta.

Accesibilidad

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.

Opiniones

Esta empresa tiene 9 reviews en Google My Business.

Media de opinión

Average opinion: 5/5.

Se ha descrito que Shawn, el asesor financiero de la empresa, ha estado monitoreando y cuidando los ahorros de la empresa durante muchos años. Su consejo siempre está en punto y los clientes sienten que sus inversiones están en buenas y capaces manos. También se reúne con ellos regularmente para ofrecer consejos sólidos pero escucha sus sugerencias y preocupaciones también. Los clientes lo recomiendan altamente.

👍 Reviews of Southern Pacific Asset Management, LLC

Patricia H.

5/5

Shawn has been monitoring and caring for our retirement for many years. His advice is always on point and we feel our investments are in good and capable hands. He also meets with us regularly to give sound advice but listens to our suggestions and concerns as well. We highly recommend him

Marilyn L.

5/5

Shawn consistently gives expert advice and answers all questions quickly and accurately. He is always willing to go the extra mile for his clients and is a great listener. He is patient and thinks outside the box for solutions that work no matter what a clients situation may be. I can’t recommend him enough!

James R.

5/5

I can honestly say that for the first time since I've been an investor, Shawn truly has got my back and I have seen nothing but positive results since we moved over from another large local investment establishment here in Yuma. He truly has 'My' best interests in mind and he is very friendly and comforting to work with. Shawn has my highest recommendation if you are in the market for a financial advisor to trust your hard earned money with.

Kathy S.

5/5

My husband and I have been with Shawn before he started Southern Pacific Investments. That man knows his business. He gives great advice and protects our retirement. We are blessed to have him as our advisor.

Rick E.

5/5

Shawn has been a delight to work with for several years. He is knowledgeable, dependable and trustworthy.
Strongly Recommended
SLE

Florence E.

5/5

Shawn is exceptionally personable and takes infinite interest in his clients. I have entrusted him with my life.

Edna H.

5/5

Shawn is very knowledgeable and helpful. He makes sure we understand what is going on. We trust him.

Carolyn M.

5/5

Great company! Highly recommend for personalized service.