Transamerica Financial Advisors - Monterey Park, California

Introduction to Transamerica Financial Advisors

Transamerica Financial Advisors, located at 1100 Corporate Center Dr #220, Monterey Park, CA 91754, is a reputable financial institution that specializes in providing comprehensive financial planning services to its clients. With a phone number of 32631100 and a website at tfaconnects.com, the company is dedicated to assisting individuals and businesses in achieving their financial goals.

Specialties and Services

The company's specialties include financial planning, finance brokering, insurance brokering, investment services, and life insurance agency. They offer a wide range of services to cater to the diverse needs of their clients, ensuring that they receive personalized attention and tailored solutions.

Other Points of Interest

• Online appointments: Transamerica Financial Advisors offers the convenience of scheduling appointments online, making it easy for clients to access their services at their preferred time.
• Onsite services: The company provides onsite services, ensuring that clients receive face-to-face interaction and personalized advice.
• Language assistance: Transamerica Financial Advisors recognizes the importance of effective communication and offers language assistance to accommodate clients with varying linguistic backgrounds.
• Wheelchair accessible entrance, parking lot, and restroom: The company's facility is designed to cater to individuals with disabilities, ensuring an inclusive and accessible environment for all clients.
• Appointments recommended: While walk-ins are welcome, it is recommended to schedule an appointment in advance to ensure a smooth and efficient experience.

Opinions and Reviews

This financial institution has garnered a strong reputation among its clients, with 25 reviews on Google My Business, averaging a remarkable 5/5 rating. Clients consistently praise the company's professional and knowledgeable staff, as well as their easy-to-understand financial education and personalized investment guidance.

"I am so grateful for the financial education I received from Carlos," says one satisfied client. "I highly recommend him." Another client adds, "Carlos and Sandra are such a great team. They were very professional and knowledgeable, and the financial education I received from them was easy to understand, making the process easy to invest." Additionally, clients appreciate Carlos' expertise in providing the best options for life insurance.

Final Recommendation

If you are seeking a reliable and experienced financial advisor, Transamerica Financial Advisors is an excellent choice. With their comprehensive range of services, commitment to client satisfaction, and strong reputation, they are well-equipped to help you achieve your financial goals. We highly recommend reaching out to them through their website to schedule an appointment and take the first step towards a secure financial future.

👍 Reviews of Transamerica Financial Advisors

Charles N. T.

5/5

I am so grateful for the financial education i receved from Carlos, i highly recommend him.

YANET M.

5/5

Carlos and Sandra are such a great team. They were very professional and knowledgeable. The financial education I received from them was easy to understand wich made the process easy to invest.

Johnpaul G.

5/5

Carlos will surely offer the best option for your life insurance. hes knowledgeable for every question you will have.

Arthur C.

5/5

This organization has been a blessing to me and my family. The financial knowledge that was shared changed our financial future for the better. If you want to be sure you’re on track for your retirement years they can and will help you with that. Great group of caring people.

Maria L.

5/5

Last year my son Hector Lopez passed away suddenly, my husband and myself were overwhelmed with all the legal documents that kept coming, we were lost.

A friend recommend Carlos Bruner, he was an angel. Immediately he took over all my sons affairs. He called all the companies that had to be called and made arrangements he took care off everything.

He gave us advice on how to invest and we are very happy and grateful.

Thank you Carlos for all your help.

Kim P.

5/5

Reliable, professional, and trustworthy to say the least. I am very pleased with the financial education provided. These professionals truly live by their crusade, “No family left behind.” THANK YOU!! I highly recommend everyone to reach out and have a free financial analysis done.

Jorge S. V.

5/5

Great group of individuals helping families in their own communities. Definitely have a crusade that everybody can join and grow as a person as well. Thank you Carlos!

(Edit 4.19.2021)
Nothing but higher praises for Carlos Bruner & his wife Estefania Bruner. I was able to get my twin mom and aunt prepared for the unexpected and look forward in enhancing their retirements now that I've learned from Carlos. Thank you!!

J E.

5/5

Carlos and his team made it easy for me to invest into my children’s future. They are very attentive and professional. I will continue doing business here.