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T
2023-11-11 8:23:59

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
2023-11-7 22:43:07

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
2023-10-29 0:08:13

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
2023-10-13 19:10:23

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
2023-9-5 16:32:46

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
2023-7-7 6:56:52

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
2023-6-26 10:02:44

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
2023-6-20 7:02:02

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
2023-6-7 10:17:11

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
2023-5-4 13:40:24

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
2023-4-8 3:08:57

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.

حول Abbas a. heydari, cfp®

عباس أ. حيدري ، CFP® - تقديم إدارة الثروات الشاملة في تورانس ، كاليفورنيا

عباس أ. حيدري ، CFP® هي شركة إدارة ثروات مشهورة دخلت في شراكة مع EP Wealth لتقديم خدمات تخطيط مالي شاملة للعملاء في منطقة Torrance الكبرى ، كاليفورنيا. مع أكثر من 20 عامًا من الخبرة في الصناعة وفريق من المهنيين ذوي المهارات العالية ، عباس أ. حيدري ، تلتزم CFP بمساعدة العملاء على تحقيق أهدافهم المالية وتأمين مستقبلهم.

في Abbas A. Heydari، CFP® ، ندرك أن لكل عميل احتياجات وأهداف فريدة عندما يتعلق الأمر بإدارة ثروته. لهذا السبب نقدم خدمات التخطيط المالي الشخصية المصممة خصيصًا لتناسب الوضع والأهداف المحددة لكل عميل.

يضم فريق الخبراء لدينا مخططين ماليين معتمدين (CFPs) ، ومستشارين استثماريين ، ومتخصصين في الضرائب ، ومحامين متخصصين في التخطيط العقاري ، ومتخصصين في التأمين يعملون معًا بسلاسة لتوفير حلول شاملة لاحتياجات عملائنا المالية.

نعتقد أن إدارة الثروات الناجحة تتطلب نهجًا شاملاً يأخذ في الاعتبار جميع الجوانب المالية لعملائنا بما في ذلك الاستثمارات والضرائب والتغطية التأمينية والتخطيط العقاري. هدفنا ليس فقط مساعدة عملائنا على تنمية ثرواتهم ولكن أيضًا حمايتها من المخاطر المحتملة مثل تقلبات السوق أو أحداث الحياة غير المتوقعة.

تشمل خدماتنا:

1) إدارة الاستثمار: نحن نقدم استراتيجيات استثمار مخصصة مصممة لمساعدة عملائنا على تحقيق أهدافهم المالية طويلة الأجل مع تقليل المخاطر إلى الحد الأدنى.

2) التخطيط للتقاعد: نحن نساعد عملائنا على التخطيط للتقاعد من خلال تطوير استراتيجيات مخصصة بناءً على عوامل مثل العمر ومستوى الدخل ونمط الحياة المرغوب.

3) التخطيط الضريبي: يعمل متخصصو الضرائب لدينا عن كثب مع مستشاري الاستثمار لدينا لتطوير استراتيجيات استثمار ذات كفاءة ضريبية تقلل من تأثير الضرائب على محافظ عملائنا.

4) التخطيط العقاري: نحن نساعد عملائنا في إنشاء خطة عقارية تضمن توزيع أصولهم وفقًا لرغباتهم مع تقليل الضرائب والتكاليف الأخرى المرتبطة بالوصايا.

5) التخطيط التأميني: نقوم بتقييم احتياجات التأمين لعملائنا ونوصي بالتغطية المناسبة لحماية أصولهم وتوفير الأمن المالي لأحبائهم.

في Abbas A. Heydari، CFP® ، نحن ملتزمون بتزويد عملائنا بأعلى مستوى من الخدمة والخبرة. نعتقد أنه من خلال العمل عن كثب مع عملائنا ، يمكننا مساعدتهم في تحقيق أهدافهم المالية وتأمين مستقبلهم.

إذا كنت تبحث عن خدمات إدارة ثروات شاملة في منطقة تورانس الكبرى بولاية كاليفورنيا ، فاتصل بـ Abbas A. Heydari، CFP® اليوم لمعرفة المزيد حول كيف يمكننا مساعدتك في تحقيق أهدافك المالية.

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Abbas a. heydari, cfp®

Abbas a. heydari, cfp®

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