Regal Advisory Services, Inc. - Woodland Hills, California

Regal Advisory Services, Inc. es una empresa de asesoramiento financiero con sede en Woodland Hills, California, Estados Unidos. La empresa ofrece servicios de planificación financiera a individuos y familias, con un enfoque en proporcionar soluciones personalizadas y profesionales.

La dirección de la empresa es 5959 CA-27 # 180, Woodland Hills, CA 91367, United States.

Especialidades

Financial Planner: Regal Advisory Services, Inc. ofrece servicios de planificación financiera, incluyendo la creación de planes de ahorro, inversión y jubilación.

Otras características

La empresa cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento y una entrada y un baño accesibles.

Es recomendable realizar citas previas para asegurarse de que el tiempo de atención sea asignado de manera efectiva.

Opiniones

Según las opiniones de los clientes, Regal Advisory Services, Inc. ha demostrado ser una empresa confiable y profesional, con un enfoque en proporcionar soluciones personalizadas.

Los clientes han destacado la atención personalizada y la experiencia del personal, lo que ha contribuido a la satisfacción general de los servicios ofrecidos.

La empresa ha recibido una media de 4.4/5 en Google My Business, lo que refleja la alta satisfacción de los clientes.

Información recomendada

Para obtener más información sobre Regal Advisory Services, Inc. y sus servicios, se recomienda visitar su sitio web en regaladvisory.com o llamar al teléfono 800-794-1150.

La empresa también es accesible a través de su sitio web, donde se pueden encontrar más detalles sobre sus servicios y cómo pueden ayudar a las personas a alcanzar sus objetivos financieros.

👍 Reviews of Regal Advisory Services, Inc.

Marc C.

5/5

Been working with Regal Advisory for the past 6 years and have had a great experience. They take time to listen, create a wealth of options and then help me to work out a plan. I have found them to be professional, thorough and genuine. The biggest asset is the personal touch I have received from Jason (JT) from meetings to lunch to golf he has been focused on the relationship throughout.

Ben H.

5/5

Ben Harper Sr. Here.
I have known both Lisa and JT sense they were children. They are completely trust worthy and are of the highest integrity.
I trust their judgment completely and sleep well at night knowing they have my best interest at heart.

Pete D.

5/5

I've been working with Regal Advisory for four years and have been very pleased with the service and attention my business has received since the beginning. Jason has been great to work with during the entire time I've been working with Regal. Strongly recommend.

Lorenzo &. J.

5/5

Fantastic!! My family and I have worked with Lisa at Regal for almost 4 years. I had a nightmare experiences with advisors in the past who claimed they wanted to help but really only wanted to sell me products to make more money. I am a question asker because I must protect my family and their interests. Through the years Lisa has made sometimes complicated and unsure situations more understandable. This woman does not get rattled! She doesn’t speak in a manner that is above my level of understanding, she’s a teacher. It’s rare in these times to find this kind of honesty, and integrity it seems is almost extinct. I have found both with Lisa Lyons/Regal. I trust them.

Ben H.

5/5

Jason has been great with all my Financial needs. He is always available and takes as much time as Needed to answer my questions. He always has my best interests at hand. Give him a call!

Ron H.

1/5

Horrible experience!!! Lured me into a 1031 Tic exchange "program" and I now learn it is not sellable, yes WORTHLESS. I am now out $510,000 and in the process of suing Regal Advisory Services, Royal Alliance, Lisa Lyons and Mark Hilgenberg. Stay away and if you have lost money with get a lawyer fast.

Ajay B.

5/5

Been using their services for 5 years now and I couldn't be in better hands. Personal engagement and follow up is 2nd to none - highly recommended.