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Wealtharch Investment Services
- Investment Service
- San Marino, CA
About this business
Location details
2627 Mission St #9, San Marino, CA, 91108, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 6:00 a.m. to 5:00 p.m. | |
| Tue | 6:00 a.m. to 5:00 p.m. | |
| Wed | 6:00 a.m. to 5:00 p.m. | |
| Thu | 6:00 a.m. to 5:00 p.m. | |
| Fri | 6:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Earl has helped manage my money for 5 years and I could not be happier. His attention to detail, thorough research and excellent communication are all great attributes but he also brings a very personal, grounded approach in the way he really gets to know you and your needs. He was very upfront in describing his approach to investing from our first meeting so as to set proper expectations. He's not trying to chase the next big thing when he invests. He really digs into individual companies and takes a close look at their pro... read more
I spoke with Earl on the phone for nearly 30 minutes. I had several questions and concerns about my finances. Earl clearly explained everything to me and confirmed my understanding of the matter. Thanks to him, I expect to save money on my taxes.
When I retired several years ago, I was looking for someone to help me with my financial planning.. What Earl offered was what I needed the most - an independent advisor, not associated with any investment firm, since I had a bad experience with a commercial financial planner previously. Earl provides a clear strategy for my personal situation and is careful in his decisions. He is extremely knowledgeable and can answer any questions with details. Over the years I have come to trust his good advice on all my financial matter... read more
Earl is my perfect financial advisor. He is independent, smart, and does his homework. He is constantly reading, researching, and analyzing companies and determining their real worth. His financial knowledge is wide-ranging and always current. He is ethical and keeps regular communication going, and will be able to answer almost any question with historical perspective and his reasons for specific strategies. His strategies are tailored to my risk tolerance, while he makes sure I understand why we stick to the plan and not g... read more
Trust, investing expertise, and results are the most important things to me in an investment manager. Earl Yaokasin, WealthArch's Founder and Chief Investment Officer, meets and exceeds my expectations. In addition to my trust and belief in Earl's expertise, I chose Earl because he's an independent financial advisor, meaning he doesn't blindly take a large bank or investment firm's in-house analyst recommendations of whether to buy, sell, or hold a particular stock. Earl does his own meticulous and rigorous analysis of a com... read more
Frequently asked questions about Wealtharch Investment Services
How is Wealtharch Investment Services rated?
Wealtharch Investment Services has a 5 star rating with 17 reviews.
When is Wealtharch Investment Services open?
Wealtharch Investment Services is open now. It will close at 5:00 p.m.
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