Cerda Muñoz Advisors, Inc., Whittier CA
| Address | 7720 Painter Ave Suite A, Whittier, CA, United States | ||||||||||
| Phone | +1 562-222-4525 | ||||||||||
| Hours |
|
||||||||||
| Website | www.cerdamunoz.com | ||||||||||
| Categories | Financial Planner, Investment Company, Investment Service, Tax Preparation | ||||||||||
| Rating | 5 5 reviews | ||||||||||
|
Similar companies nearby Bank of America (with Drive-thru ATM) — 1016 Irvine Ave, Newport Beach, CA, United States Bank of America Financial Center — 201 E San Ysidro Blvd, San Ysidro, CA, United States Bank of America (with Drive-thru ATM) — 10511 Craftsman Way, San Diego, CA, United States Bank of America Financial Center — 2516 E Chapman Ave, Fullerton, CA |
Cerda Muñoz Advisors, Inc. reviews
5Cerda Munoz has been the jewel of my financial world for the last 10 years, the staff is very welcoming and professional. From the start Gilbert has always been impressed with his expertise, understanding and the ability to explain complex financial matters. I have such trust for Cerda Munoz Advisors, Inc have introduced family, friends, colleagues and anyone who is in needs of a stout reliable financial advisor that will help you grow for the future. Thank You for all you've done
Thank you so much Cerda Munoz Advisors! Gilbert Cerda has been our primary advisor/tax filing expert since 2018. He handles all my personal and business financial matters. I want to thank him for guiding and educating me on how to properly manage my business. Thank you for going above and beyond to answer all the million questions I had.
Shout out to the staff for their friendliness and professionalism. No matter how busy they get they are always very responsive. Thank you so much for all your hard work and dedication and making sure we receive the best service. You guys' ROCK!
Highly recommended!
I have been working with Gilbert for the past 7 years. He was with me during my transition from a 9-5 to establishing my business full time. As a business owner Gilbert has provided me, my business, and my family with incredible value not only with legal tax services, but with wealth management for my family and my business. You need a team of professionals by your side and Cerda Muñoz Advisors has been my choice for wealth management. If you are looking for a knowledgeable, professional and caring team I highly recommend them for all your wealth management needs.
Great company that helps in all aspects of my personal finances. Would highly recommend to all family and friends. Gilberto is the person that helped and answer all my taxes and financial questions.
Gilbert has been our financial adviser for about 15 years now and we couldn’t be happier. He is extremely knowledgeable and has the patience to answer all our questions and explains everything with such detail. Thank you for your guidance and for providing us excellent service. We wholeheartedly recommend Cerda Munoz Advisers.