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Safe Money Investments, Wealth Management, Advocacy, and Insurance Services.
3858 E Colorado Blvd, Ste 200, Pasadena, CA, 91107, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
As always, amazing! Not only has your company helped me get my finances in order/ that includes my tax filings up to date, but now because of this assistance/guidance/support I qualify to purchase a home in the US-wow who ever thought this day would come. Thank you and to the team for getting me to this point. Never could have done it on my own-so grateful my grandfather Manuel R. was smart enough to locate and utilize you. We are now 3 generations in (Manuel, Lydia and now me utilizing your services). That's a true testamen... read more
My experience with Cathy and her team at Beneficent has been exceptionally great! Their timely and prompt responses, availability and knowledge are first rate!
We have been using Cathy's advice (Beneficent Financial) now for over 15 years. I was able to put my child through top private schools in Pasadena and send her to a private college, as well as retire 4 years ahead of schedule with the help and advice of "the Safe Money lady! The staff is very helpful and supportive and in addition to the various services they provide they host annual events such as, a shredding day, and seminar topics that are pertinent to everyone! Don't hesitate to give them a call today!
I am delighted to share my experience with Beneficent Financial, a firm that has played a pivotal role in shaping our retirement journey over the past ten years. Initially referred by a trusted friend and co-worker, my husband and I had the privilege of working with Cathy Downs, an exceptional financial advisor whose expertise has been instrumental in securing our financial future. From our very first meeting, Cathy demonstrated an impressive grasp of investment strategies, along with a comprehensive understanding of the ass... read more
I was introduced to Cathy more than 15 years ago, the 1st time I met Cathy and Nancy surprising me, they are so knowledgeable and great services really impressed me, and they recovered my lost from 2008 financial crisis. Thank for their assistant made me have better retirement.
Beneficent Financial has a 4.3 star rating with 18 reviews.
Beneficent Financial is closed now. It will open at 9:00 a.m.
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