Working together, we will design a flexible, actionable financial plan to meet your needs today, and in the days to come. We will be there every step of the way, adjusting your plan to keep your goals on track, whether it is retirement planning, education college funding, or investment guidance, life insurance, estate planning. Call us to schedule an appointment.
Website: shirleywang.nm.com
Phone: (213) 243-4458
Cross Streets: Near the intersection of S Flower St and W 5th St
Closed now
- Sun Closed
515 S Flower St Los Angeles, CA 90071 ·2187.57 mi
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Reviews
yelpShirley and her team helped my family to craft a simple to follow financial plan. We learned the differences between the offensive and defensive sides of the plan, growing our assets and protect...
MoreThrough these uncertain and difficult times it's a breath of non infectious air to know one is safe and in good hands when it comes to finances of our hard earned dollars. Luckily for me I found a...
MoreThis year has had its ups and downs. Ok if we're being real here, it's mostly been downs. We can lock the door and throw away the key to most of 2020 already. I don't think anyone would be sad if...
MoreI am very happy with the service provided. She is thorough, knowledgeable, and provides guidance and coaching for our financial needs based on our goals. Highly recommended.
MoreShirley helped my business with group retirement benefits, disability coverage, and overhead expenses analysis. As small business owner, these are important financial decisions and she made it...
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