
We love the Concierges Service at Kinetic! They are Fiduciaries who provide great Financial advice; Tax planning; income stream planning; & estate planning All in One! Basically one stop...
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Kinetic Financial is a financial services company based in Los Angeles, CA, offering a range of services including wealth management, retirement planning, tax planning, risk management, estate planning, and mortgage and real estate services. The company also provides corporate executive solutions and business consulting, along with media events and a TV show.
At Kinetic Financial, clients can benefit from a concierge-based service approach, independent advice, and a holistic philosophy that integrates various aspects of financial planning seamlessly. The company takes a proactive approach by contacting clients with necessary information before they realize they need it, ensuring a responsive service with a sense of urgency and priority.
Clients have the convenience of securely monitoring their accounts and goals through an online portal, as well as consulting with financial experts easily accessible for in-person meetings or video conferencing. Kinetic Financial's team of impeccably trained professionals aims to provide personalized attention to help secure the financial futures of their diverse client base.
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We love the Concierges Service at Kinetic! They are Fiduciaries who provide great Financial advice; Tax planning; income stream planning; & estate planning All in One! Basically one stop...
Kinetic Financial made terrible and I believe fraudulent investment with revenue from my house sale in September 2021, two years before I was to retire. They bought Zevenbergen fund at a lifetime...
I'd been thinking about consulting with a financial advisor for several years, especially since retirement was fast approaching and my life savings was somewhat undiversified in my company's...
It has been a year since I switched over from my previous financial planning service to Kinetic Financial and I couldn't be happier. Ali and his team of professionals have been invaluable since...
I did not end up going with this company because of my loyalty to my current financial advisor, who is a lifelong friend. However, I met with Ali personally and couldn't have been more impressed....
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