EP Wealth Advisors
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21535 Hawthorne Blvd Suite 400
Torrance, CA 90503 - 213-376-5440
Hours
Chamber Rating
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LORRAINE SHEA
Nothing but great service and excellent advice. Trevor Bush had been our go-to, and we couldn't be happier. He replies immediately with calls. Top notch service and very well informed on market business
Dec 29th, 2023 -
Beth Missar
Appreciate the timely advice, personalized to our needs!
Dec 8th, 2023 -
Doug Williams
Oct 2nd, 2023 -
David Gerhardt
We've been working with EP Wealth since my retirement, and with Tom Nguyen for the past several years. I can't thank them enough for helping us navigate the uncertainties of modern investing. EP Wealth fosters sound financial planning, and people like Tom are critical in ensuring we understand the potential options (or pitfalls) of the future. I highly recommend them both!
Apr 26th, 2023 -
Dr. Wendell P. Wong
Our family has had a long history and financially beneficial and successful relationship with Cristin Rigg. We have been clients of the Harris Financial Associates since 2011, and have used their excellent services for our parents and family, and recommended several other friends and associates to them for financial management and planning. The merger with EP Wealth has given even more depth and services as we head into our Golden Years. Cristin has always been available, patient, kind, respectful and attentive to our changing needs, while handling many challenging situations with estate planning and streamlining our financial needs. This has taken a tremendous burden off us, coordinating our team consisting of accountants, estate attorneys and addressing changing tax codes and estate issues. We wholeheartedly recommend Cristin Rigg and her very capable and knowledgable staff at EP Wealth. With Great Appreciation, Dr. Wendell & Terry Wong
Apr 24th, 2023
About
EP Wealth Advisors
Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
Contact Info
- 213-376-5440
Questions & Answers
Q What is the phone number for EP Wealth Advisors?
A The phone number for EP Wealth Advisors is: 213-376-5440.
Q Where is EP Wealth Advisors located?
A EP Wealth Advisors is located at 21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
Q What is the internet address for EP Wealth Advisors?
A The website (URL) for EP Wealth Advisors is: https://www.epwealth.com/?utm_source=gmblisting&utm_medium=organic&utm_campaign=ca_torrance
Q How big is EP Wealth Advisors?
A EP Wealth Advisors employs approximately 20+ people.
Q What days are EP Wealth Advisors open?
A EP Wealth Advisors is open:
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Friday: 8:30 AM - 5:00 PM
Q How is EP Wealth Advisors rated?
A EP Wealth Advisors has a 4.6 Star Rating from 13 reviewers.
Hours
Ratings and Reviews
EP Wealth Advisors
Overall Rating
Overall Rating
( 13 Reviews )LORRAINE SHEA on Google
Nothing but great service and excellent advice. Trevor Bush had been our go-to, and we couldn't be happier. He replies immediately with calls. Top notch service and very well informed on market business
Beth Missar on Google
Appreciate the timely advice, personalized to our needs!
Doug Williams on Google
David Gerhardt on Google
We've been working with EP Wealth since my retirement, and with Tom Nguyen for the past several years. I can't thank them enough for helping us navigate the uncertainties of modern investing. EP Wealth fosters sound financial planning, and people like Tom are critical in ensuring we understand the potential options (or pitfalls) of the future. I highly recommend them both!
Dr. Wendell P. Wong on Google
Our family has had a long history and financially beneficial and successful relationship with Cristin Rigg. We have been clients of the Harris Financial Associates since 2011, and have used their excellent services for our parents and family, and recommended several other friends and associates to them for financial management and planning.
The merger with EP Wealth has given even more depth and services as we head into our Golden Years.
Cristin has always been available, patient, kind, respectful and attentive to our changing needs, while handling many challenging situations with estate planning and streamlining our financial needs. This has taken a tremendous burden off us, coordinating our team consisting of accountants, estate attorneys and addressing changing tax codes and estate issues.
We wholeheartedly recommend Cristin Rigg and her very capable and knowledgable staff at EP Wealth.
With Great Appreciation,
Dr. Wendell & Terry Wong
Overall Rating
Overall Rating
( 13 Reviews )Write a Review
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