Reviews of the best financial advisors and financial planners along with reliable investment tools to help you to successfully build wealth. Always do research when looking for the top investment management or the best financial consultant. It is important to talk to satisfied customers who have used the financial advisor for quite some time and see how happy they are with the results.
Building trust through expertise and integrity for your investments, financial services and estate planning.
- Integrity. He will NEVER recommend a financial investment just to make a commission. He ALWAYS considers what is best for the client.
- Free Consultation. Harvey Jacobson offers a free thorough review of your portfolio. Through this process, he can quickly uncover hidden problems. This includes wills and trusts, business agreements, personal and business tax returns, financial statements, insurance policies, investment statements, qualified and non-qualified plan documents.
- Coordinates Advisory Team. Harvey is not only a financial advisor, but serves to communicate with all your advisors (legal, tax, banking, investments, insurance, actuarial, etc.) to make sure any decisions in one capacity are for your best interest as a whole.
- Personalized Service. California Financial Partners does not have hundreds and hundreds of clients. You will have an in-person portfolio review every 90 days or more often if necessary.
- No Hidden Fees. California Financial Partners is compensated based on a percentage of the account. All trading costs for buying and selling investments in their advisory platform are paid for by the associates of California Financial Partners, and are NEVER paid for by the client.
- Multiple States Licenses. Even though he is based in California, he is authorized to serve clients from many other USA states.
- Experience. Harvey has been in the industry since 1985.
- New money experience and guidance. You hear stories of people coming into big money from winning the lotto or from foreign currency exchange, such as the Iraqi Dinar or Vietnamese Dong, and then losing it in a short time. Harvey Jacobson has strategies in place that will help you find the right balance between lifestyle choices and just being smart for the long term
“Harvey Jacobson and his associates at California Financial Partners changed my life.
“The only people that I am comfortable working with are the associates at California Financial Partners.
—Michael Milam, CPA
“Their comprehensive approach, including inter-generational planning and attention to all details, saved our family’s estate a significant amount of taxes.”
—Gordon B. DesCombes
Coto de Caza, CA
“We have known Ed Johnson since 1991 and have always appreciated his forthrightness and honesty as we have dealt with our insurance and investment needs over the years.
—Raymond E. Bence, Business Owner
RBJ Software, Inc.