Erman Retirement Advisory - Seal Beach, California

Overview of Erman Retirement Advisory

Erman Retirement Advisory, located at 3020 Old Ranch Pkwy #100, Seal Beach, CA 90740, United States, offers comprehensive financial planning and tax preparation services tailored for individuals seeking to secure their retirement. With a phone number 562-546-6021, clients can easily reach out for assistance. While the company's website is not directly provided, their services are clearly outlined, indicating a thoughtful approach to retirement planning and tax management.

Specialties

Financial Planning: Erman Retirement Advisory specializes in crafting personalized financial plans aimed at ensuring clients enjoy a comfortable retirement. Their expertise covers investment strategies, estate planning, and retirement savings optimization.

Tax Preparation Service: In addition to financial advisory, they offer tax preparation services, ensuring that their clients take full advantage of tax laws and regulations to minimize their tax liability effectively.

Accessibility and Convenience

The office at Erman Retirement Advisory is highly accessible, featuring a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. This makes it convenient for all clients, including those with mobility issues, to visit without any hassle.

Appointments and Services

While appointments are recommended, the office's accessibility and friendly staff ensure a welcoming environment for all visitors. The availability of a wheelchair-accessible toilet adds to the overall convenience of scheduling a visit.

Customer Opinions

Clients have left some feedback on Google My Business, with an average opinion of 3/5. The reviews highlight the excellent advice and friendly, helpful approach of the staff. One of the key points mentioned is the clarity of explanations, which allows clients to fully understand their financial situations and plans.

Recommendations for Prospective Clients

For anyone considering Erman Retirement Advisory, it's beneficial to:

- Schedule an appointment in advance, given the recommendation to do so.
- Come prepared with any financial documents or questions you might have to make the most out of your consultation.
- Bring along any tax-related materials if you're looking for tax preparation services.
- Take advantage of their wheelchair-accessible facilities if you or someone accompanying you requires it.

Despite the average rating, the positive feedback about clear explanations and friendly service suggests that Erman Retirement Advisory can be a valuable resource for those looking to plan their retirement or manage their taxes effectively. It's a place where clients can expect not only professional advice but also an accommodating environment.

To get the most out of your visit, it's advisable to check their website for any updates on services, appointment scheduling procedures, or additional resources they might offer. With a solid track record in financial planning and tax services, Erman Retirement Advisory appears to be a reliable choice for those seeking to navigate the complexities of retirement planning and taxation.

👍 Reviews of Erman Retirement Advisory

J P.

1/5

The client portfolio performance is poor. Clients don’t stay long with the firm. The service is mediocre. Very abusive culture - both mentally and emotionally. I felt the culture was very sexist, racist, and homophobic. I was consistently referred to as stupid and was humiliated in front of colleagues. Dealing with unhappy clients was exhausting as well.

Rebecca S.

5/5

Excellent advice. Very friendly and helpful. Explained so i could understand.