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Haydel Biel & Associates
- Financial Services
- Pasadena, CA
About this business
Independent Fee-Based Financial Advisors specializing in Financial Planning and Wealth Management. We have a fiduciary responsibility to ethically act in the best interests of our clients. Our Financial Planning service provides a comprehensive analysis of your financial picture. The 6 key areas of financial planning are: 1. Establishing Lifestyle Needs 2. Protecting Planning 3. Investment Management 4. Tax Strategies 5. Retirement Planning 6. Estate Planning Our Wealth Management service promises "active" management of a po... read more
Location details
100 Corson St #310, Ste 310, Pasadena, CA, 91103, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Avoid. Sold me investments that were horrible (~2% compound rate or worse), didn't disclose he was getting fees from those companies. I got locked into illiquid investments for over half a decade, leading to complicated taxes and losses. When things got tricky, he bailed and dropped me as a customer, without even communicating. I'm still dealing with the aftermath. I did >10x better managing my own money, you can too. Buy a three-fund portfolio, rebalance once a year. Read "The intelligent investor". Thank you Ricky for teac... read more
Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.
I will begin with the responsiveness of this company. Every call that I have ever made to them has had a positive result, either in terms of investment choices or as it has related to lifetime business choices. They are a first-rate company, and they get to know their clients well enough to give solid economic advice at crucial times. I have trusted their advice as I've made my investment choices for over fifteen years and have never known a better run business. Finally, they are personable and highly professional.
I have worked with this firm for over 5 years and they have always been extremely professional and responsive. They have the experience and white glove service I believe everyone deserves when working with high end financial professionals.
Ricky has been such a great advisor to work with over the years. He is very quick to respond to any questions and is very pleasant to work with. Not only does he care about his clients' finances, but Ricky and his firm also give back to their community in various ways. I highly recommend working with Ricky and his team.
Frequently asked questions about Haydel Biel & Associates
How is Haydel Biel & Associates rated?
Haydel Biel & Associates has a 4.1 star rating with 9 reviews.
When is Haydel Biel & Associates open?
Haydel Biel & Associates is open now. It will close at 5:30 p.m.
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