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Desert Financial Planning
- Financial Services
- Palm Desert, CA
About this business
Specialties We do financial planning in Palm Desert
Location details
74-710 CA-111 suite 102-229, Ste 102-229, Palm Desert, CA, 92260, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Nolan has been our retirement/financial planner since he started out on his own many years ago. Over the years he has handled all of our financial planning including: retirement strategies, pension, beneficiaries, investing, inheritance, you name it. He is a person of good character which is rare these days. We feel lucky to have him and very confident in his abilities.
Nolan is not only helping me navigate a complex family situation, but has wisely invested my retirement savings so that they are growing significantly and safely. He is everything you would want in a financial planner/money manager - smart, trust worthy and thorough. Thank you so much Nolan!
Two years ago, I sought services from Desert Financial Planning and ever since then, Mr. Nolan Saini has advised me on planning for my financial security in my upcoming retirement as I will turn 69 years young this year! Since that time, I have had several meetings with Nolan which have served a number of purposes including my retirement expectations and longer-term estate planning. This was achieved in a very professional manner, while at the same time putting me totally at ease. Nolan makes me feel like I am the most impor... read more
The Best word to Describe NOLAN is "AMAZING"..! He knows his stuff to say the least. He's Extremely Knowledgeable, Very Dedicated, He truly cares about his clients and it shows. I would Highly Recommend him to anyone and everyone..! Thanks Nolan for all your Advise and Help The Schufelt Family
Stay away from this place at all costs!
Frequently asked questions about Desert Financial Planning
How is Desert Financial Planning rated?
Desert Financial Planning has a 4.4 star rating with 7 reviews.
When is Desert Financial Planning open?
Desert Financial Planning is closed now. It will open at 8:00 a.m.
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